TDY vs UI
Teledyne Technologies vs Ubiquiti Inc. — AI-powered side-by-side comparison
TDY
Teledyne Technologies
67
Buy
VS
| Metric | TDY | UI |
|---|
| AI Score |
67
|
66
|
| Price |
$681.60
|
$573.47
|
| P/E Ratio |
32.82×
|
36.79×
|
| ROE |
8.5%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.0%
|
46.0%
|
| Debt / Equity |
0.19×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.6%
|
| RSI (14) |
75.8
|
68.3
|
| Beta |
0.92
|
1.314
|
| Expected Upside |
+0.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for TDY versus UI.
TDY leads by 1 points.
TDY scores 67/100 (Buy) versus UI at 66/100 (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
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value