CGNX vs TDY
Cognex vs Teledyne Technologies — AI-powered side-by-side comparison
VS
TDY
Teledyne Technologies
66
Buy
| Metric | CGNX | TDY |
|---|
| AI Score |
64
|
66
|
| Price |
$66.91
|
$691.00
|
| P/E Ratio |
63.70×
|
33.28×
|
| ROE |
7.7%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
39.0%
|
| Debt / Equity |
0.04×
|
0.19×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
54.3
|
76.8
|
| Beta |
1.492
|
0.92
|
| Expected Upside |
+7.0%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus TDY.
TDY leads by 2 points.
TDY scores 66/100 (Buy) versus CGNX at 64/100 (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
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 32.9 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 32.9 is moderate-to-rich — Value
- RSI at 77 is in overbought territory — Technical
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical