CGNX vs IPGP
Cognex vs IPG Photonics — AI-powered side-by-side comparison
VS
IPGP
IPG Photonics
63
Buy
| Metric | CGNX | IPGP |
|---|
| AI Score |
65
|
63
|
| Price |
$64.36
|
$84.80
|
| P/E Ratio |
63.70×
|
136.71×
|
| ROE |
7.7%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
38.4%
|
| Debt / Equity |
0.04×
|
0.01×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
54.3
|
47.5
|
| Beta |
1.492
|
0.999
|
| Expected Upside |
+7.0%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus IPGP.
CGNX leads by 2 points.
CGNX scores 65/100 (Buy) versus IPGP at 63/100 (Buy).
CGNX Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 20.4% signals elevated volatility. 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
- Price structure making higher highs and higher lows — Technical
Bear Case
- Bollinger bandwidth of 20.4% signals elevated volatility — Risk
IPGP Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 136.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 136.8 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 36.2% signals elevated volatility — Risk