Teradyne Inc (TER)vsVeeco Instruments Inc (VECO)
TER
Teradyne Inc
$379.31
-1.45%
TECHNOLOGY · Cap: $63.09B
VECO
Veeco Instruments Inc
$52.79
+2.28%
TECHNOLOGY · Cap: $3.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 581% more annual revenue ($4.46B vs $655.34M). TER leads profitability with a 25.8% profit margin vs 3.5%. VECO appears more attractively valued with a PEG of 0.81. TER earns a higher WallStSmart Score of 79/100 (B+).
TER
Strong Buy79
out of 100
Grade: B+
VECO
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for TER.
Margin of Safety
-6.8%
Fair Value
$30.51
Current Price
$52.78
$22.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.2%
Revenue surging 103.9% year-over-year
Earnings expanding 385.8% YoY
Conservative balance sheet, low leverage
Generating 506.4B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Trading at 17.3x book value
ROE of 0.0% — below average capital efficiency
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 2.6% — below average capital efficiency
3.5% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 25.8% and operating margin at 33.2%. Revenue growth of 103.9% demonstrates continued momentum.
Bull Case : VECO
The strongest argument for VECO centers on Debt/Equity, PEG Ratio. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bear Case : TER
The primary concerns for TER are Price/Book, Return on Equity, P/E Ratio. A P/E of 55.4x leaves little room for execution misses.
Bear Case : VECO
The primary concerns for VECO are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 131.6x leaves little room for execution misses. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
TER profiles as a growth stock while VECO is a value 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 103.9% — sustainability is the question.
TER generates stronger free cash flow (506.4B), providing more financial flexibility.
Bottom Line
TER scores higher overall (79/100 vs 36/100), backed by strong 25.8% margins and 103.9% 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.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
Visit Website →Veeco Instruments Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Veeco Instruments Inc., develops, manufactures, sells and supports semiconductor and thin film process equipment primarily to manufacture electronic devices globally. The company is headquartered in Plainview, New York.
Visit Website →Compare with Other SEMICONDUCTOR EQUIPMENT & MATERIALS Stocks
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