WallStSmart

Coherent Inc (COHR)vsTeledyne Technologies Incorporated (TDY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coherent Inc generates 1% more annual revenue ($6.29B vs $6.23B). TDY leads profitability with a 15.0% profit margin vs 4.7%. COHR appears more attractively valued with a PEG of 0.92. TDY earns a higher WallStSmart Score of 64/100 (C+).

COHR

Buy

52

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 4.0Quality: 6.3
Piotroski: 5/9Altman Z: 1.53

TDY

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.0Value: 4.7Quality: 5.5
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COHRSignificantly Overvalued (-25.5%)

Margin of Safety

-25.5%

Fair Value

$178.24

Current Price

$335.89

$157.65 premium

UndervaluedFair: $178.24Overvalued
TDYOvervalued (-6.3%)

Margin of Safety

-6.3%

Fair Value

$622.17

Current Price

$631.88

$9.71 premium

UndervaluedFair: $622.17Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHR4 strengths · Avg: 8.8/10
EPS GrowthGrowth
73.0%10/10

Earnings expanding 73.0% YoY

Market CapQuality
$61.78B9/10

Large-cap with strong market position

PEG RatioValuation
0.928/10

Growing faster than its price suggests

Revenue GrowthGrowth
17.5%8/10

17.5% revenue growth

TDY2 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.6%8/10

Earnings expanding 21.6% YoY

Areas to Watch

COHR4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Return on EquityProfitability
3.2%3/10

ROE of 3.2% — below average capital efficiency

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

P/E RatioValuation
323.0x2/10

Premium valuation, high expectations priced in

TDY1 concerns · Avg: 4.0/10
P/E RatioValuation
32.5x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : COHR

The strongest argument for COHR centers on EPS Growth, Market Cap, PEG Ratio. Revenue growth of 17.5% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : TDY

The strongest argument for TDY centers on Price/Book, EPS Growth. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : COHR

The primary concerns for COHR are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 323.0x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.

Bear Case : TDY

The primary concerns for TDY are P/E Ratio.

Key Dynamics to Monitor

COHR profiles as a growth stock while TDY is a value play — different risk/reward profiles.

COHR carries more volatility with a beta of 2.05 — expect wider price swings.

COHR is growing revenue faster at 17.5% — sustainability is the question.

TDY generates stronger free cash flow (204M), providing more financial flexibility.

Bottom Line

TDY scores higher overall (64/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coherent Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a variety of scientific, commercial, and industrial research applications. The company is headquartered in Santa Clara, California.

Teledyne Technologies Incorporated

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Teledyne Technologies Incorporated is an American industrial conglomerate.

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