Qnity Electronics, Inc (Q)vsTeradyne Inc (TER)
Q
Qnity Electronics, Inc
$143.33
+1.90%
TECHNOLOGY · Cap: $30.05B
TER
Teradyne Inc
$345.42
+0.57%
TECHNOLOGY · Cap: $53.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 26% more annual revenue ($4.75B vs $3.79B). TER leads profitability with a 22.6% profit margin vs 14.6%. TER appears more attractively valued with a PEG of 1.69. TER earns a higher WallStSmart Score of 75/100 (B+).
Q
Hold49
out of 100
Grade: D+
TER
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$143.33
$38.24 premium
Intrinsic value data unavailable for TER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Strong operational efficiency at 37.1%
Revenue surging 87.0% year-over-year
Earnings expanding 314.8% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 52.8%
Expensive relative to growth rate
Trading at 19.3x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
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 37.1%. Revenue growth of 87.0% demonstrates continued momentum.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
Bear Case : TER
The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
Q profiles as a value stock while TER is a growth play — different risk/reward profiles.
TER is growing revenue faster at 87.0% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TER scores higher overall (75/100 vs 49/100), backed by strong 22.6% margins and 87.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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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