ADI vs TDY
Analog Devices vs Teledyne Technologies — AI-powered side-by-side comparison
ADI
Analog Devices
69
Buy
VS
TDY
Teledyne Technologies
69
Buy
| Metric | ADI | TDY |
|---|
| AI Score |
69
|
69
|
| Price |
$390.26
|
$677.61
|
| P/E Ratio |
57.60×
|
32.72×
|
| ROE |
6.7%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
39.0%
|
| Debt / Equity |
0.26×
|
0.19×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
61.4
|
57.0
|
| Beta |
1.212
|
0.92
|
| Expected Upside |
+14.4%
|
+0.8%
|
AI Committee View
Current Innellis committee reasoning for ADI versus TDY.
The committee scores are tied.
ADI and TDY both score 69/100.
ADI Committee View
67% agreement
6 analysts
The primary driver is revenue growing 29.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 56.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 56.8 is expensive by classic value standards — Value
TDY Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.1 is moderate-to-rich — Value