TDY vs TOST
Teledyne Technologies vs Toast, Inc. — AI-powered side-by-side comparison
TDY
Teledyne Technologies
67
Buy
VS
| Metric | TDY | TOST |
|---|
| AI Score |
67
|
63
|
| Price |
$681.60
|
$34.89
|
| P/E Ratio |
32.82×
|
42.02×
|
| ROE |
8.5%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.0%
|
26.7%
|
| Debt / Equity |
0.19×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
75.8
|
68.2
|
| Beta |
0.92
|
1.725
|
| Expected Upside |
+0.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for TDY versus TOST.
TDY leads by 4 points.
TDY scores 67/100 (Buy) versus TOST at 63/100 (Buy).
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
TOST Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 23.8% shows genuine earnings power backing the valuation — Value
- EPS growing 120.8% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical