IPGP vs KEYS
IPG Photonics vs Keysight Technologies — AI-powered side-by-side comparison
IPGP
IPG Photonics
63
Buy
VS
KEYS
Keysight Technologies
71
Buy
| Metric | IPGP | KEYS |
|---|
| AI Score |
63
|
71
|
| Price |
$84.80
|
$335.54
|
| P/E Ratio |
136.71×
|
56.08×
|
| ROE |
1.5%
|
14.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.4%
|
63.7%
|
| Debt / Equity |
0.01×
|
0.44×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
47.5
|
66.1
|
| Beta |
0.999
|
1.214
|
| Expected Upside |
+0.7%
|
+8.6%
|
AI Committee View
Current Innellis committee reasoning for IPGP versus KEYS.
KEYS leads by 8 points.
KEYS scores 71/100 (Buy) versus IPGP at 63/100 (Buy).
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
KEYS Committee View
80% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Stochastic RSI (89.4) confirms overbought conditions.
- Risk/reward is unfavorable: 21.7% downside vs 8.6% upside.