WallStSmart

MKS Instruments Inc (MKSI)vsTeledyne Technologies Incorporated (TDY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teledyne Technologies Incorporated generates 58% more annual revenue ($6.23B vs $3.93B). TDY leads profitability with a 15.0% profit margin vs 7.5%. MKSI appears more attractively valued with a PEG of 1.32. TDY earns a higher WallStSmart Score of 64/100 (C+).

MKSI

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 3.3Quality: 5.5
Piotroski: 5/9Altman Z: 1.20

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

MKSISignificantly Overvalued (-42.5%)

Margin of Safety

-42.5%

Fair Value

$181.75

Current Price

$291.53

$109.78 premium

UndervaluedFair: $181.75Overvalued
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

MKSI0 strengths · Avg: 0/10

No standout strengths identified

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

MKSI4 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Debt/EquityHealth
1.763/10

Elevated debt levels

P/E RatioValuation
64.1x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.202/10

Distress zone — elevated risk

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 : MKSI

Revenue growth of 10.6% demonstrates continued momentum. PEG of 1.32 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 : MKSI

The primary concerns for MKSI are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 64.1x leaves little room for execution misses. Debt-to-equity of 1.76 is elevated, increasing financial risk.

Bear Case : TDY

The primary concerns for TDY are P/E Ratio.

Key Dynamics to Monitor

MKSI carries more volatility with a beta of 1.90 — expect wider price swings.

MKSI is growing revenue faster at 10.6% — sustainability is the question.

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

Monitor SCIENTIFIC & TECHNICAL INSTRUMENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TDY scores higher overall (64/100 vs 55/100). 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.

MKS Instruments Inc

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

MKS Instruments, Inc. provides instruments, systems, subsystems, and process control solutions that measure, monitor, deliver, analyze, power, and control critical parameters of manufacturing processes globally. The company is headquartered in Andover, Massachusetts.

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Teledyne Technologies Incorporated

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Teledyne Technologies Incorporated is an American industrial conglomerate.

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