AMKR vs TDY
Amkor Technology vs Teledyne Technologies — AI-powered side-by-side comparison
AMKR
Amkor Technology
58
Buy
VS
TDY
Teledyne Technologies
61
Buy
| Metric | AMKR | TDY |
|---|
| AI Score |
58
|
61
|
| Price |
$50.23
|
$635.92
|
| P/E Ratio |
22.44×
|
30.63×
|
| ROE |
8.4%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
15.5%
|
39.0%
|
| Debt / Equity |
0.55×
|
0.19×
|
| Dividend Yield |
0.7%
|
0.0%
|
| RSI (14) |
35.7
|
27.1
|
| Beta |
2.247
|
0.92
|
| Expected Upside |
+13.6%
|
+6.0%
|
AI Committee View
Current Innellis committee reasoning for AMKR versus TDY.
TDY leads by 3 points.
TDY scores 61/100 (Buy) versus AMKR at 58/100 (Buy).
AMKR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 81.7% yoy. Risk Analyst remains cautious — bollinger bandwidth of 35.7% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 81.7% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 25.2 is moderate-to-rich — Value
- Bollinger bandwidth of 35.7% signals elevated volatility — Risk
TDY Committee View
67% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. Technical Analyst remains cautious — rsi at 27 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 32.1 is moderate-to-rich — Value
- RSI at 27 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical