IOT vs TDY
Samsara Inc. vs Teledyne Technologies — AI-powered side-by-side comparison
VS
TDY
Teledyne Technologies
67
Buy
| Metric | IOT | TDY |
|---|
| AI Score |
62
|
67
|
| Price |
$40.33
|
$681.60
|
| P/E Ratio |
394.52×
|
32.82×
|
| ROE |
-0.6%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
76.2%
|
39.0%
|
| Debt / Equity |
0.05×
|
0.19×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
63.8
|
75.8
|
| Beta |
1.336
|
0.92
|
| Expected Upside |
—
|
+0.3%
|
AI Committee View
Current Innellis committee reasoning for IOT versus TDY.
TDY leads by 5 points.
TDY scores 67/100 (Buy) versus IOT at 62/100 (Buy).
IOT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 29.6% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 405.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 29.6% YoY -- genuine top-line momentum — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 405.1 is expensive by classic value standards — Value
- Price-to-book of 10.7x prices in significant intangible value — Value
- ROE of only 4.2% -- cheap may mean cheap for a reason — Value
TDY Committee View
67% 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 33.0 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 33.0 is moderate-to-rich — Value
- RSI at 76 is in overbought territory — Technical