WallStSmart

Kenvue Inc. (KVUE)vsTeradyne Inc (TER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kenvue Inc. generates 304% more annual revenue ($15.29B vs $3.79B). TER leads profitability with a 22.6% profit margin vs 10.6%. KVUE appears more attractively valued with a PEG of 1.50. TER earns a higher WallStSmart Score of 75/100 (B+).

KVUE

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.0Value: 5.3Quality: 4.5
Piotroski: 3/9Altman Z: 1.22

TER

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 9.5Value: 3.7Quality: 6.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KVUEOvervalued (-14.9%)

Margin of Safety

-14.9%

Fair Value

$16.14

Current Price

$17.59

$1.45 premium

UndervaluedFair: $16.14Overvalued

Intrinsic value data unavailable for TER.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KVUE2 strengths · Avg: 8.0/10
Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

EPS GrowthGrowth
46.9%8/10

Earnings expanding 46.9% YoY

TER6 strengths · Avg: 9.5/10
Operating MarginProfitability
37.6%10/10

Strong operational efficiency at 37.6%

Revenue GrowthGrowth
87.0%10/10

Revenue surging 87.0% year-over-year

EPS GrowthGrowth
314.8%10/10

Earnings expanding 314.8% YoY

Market CapQuality
$55.43B9/10

Large-cap with strong market position

Return on EquityProfitability
28.7%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
22.6%9/10

Keeps 23 of every $100 in revenue as profit

Areas to Watch

KVUE3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

TER3 concerns · Avg: 2.7/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

P/E RatioValuation
65.7x2/10

Premium valuation, high expectations priced in

Price/BookValuation
20.1x2/10

Trading at 20.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : KVUE

The strongest argument for KVUE centers on Operating Margin, EPS Growth.

Bull Case : TER

The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 37.6%. Revenue growth of 87.0% demonstrates continued momentum.

Bear Case : KVUE

The primary concerns for KVUE are Revenue Growth, Piotroski F-Score, Altman Z-Score.

Bear Case : TER

The primary concerns for TER are PEG Ratio, P/E Ratio, Price/Book. A P/E of 65.7x leaves little room for execution misses.

Key Dynamics to Monitor

KVUE profiles as a value stock while TER is a growth play — different risk/reward profiles.

TER carries more volatility with a beta of 1.79 — expect wider price swings.

TER is growing revenue faster at 87.0% — sustainability is the question.

KVUE generates stronger free cash flow (350M), providing more financial flexibility.

Bottom Line

TER scores higher overall (75/100 vs 66/100), backed by strong 22.6% margins and 87.0% revenue growth. Both earn "Strong Buy" and "Strong 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.

Kenvue Inc.

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kenvue Inc. is a consumer health company globally.

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Teradyne Inc

TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA

Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.

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