TDY vs ZM
Teledyne Technologies vs Zoom Communications, Inc. — AI-powered side-by-side comparison
TDY
Teledyne Technologies
67
Buy
VS
ZM
Zoom Communications, Inc.
65
Buy
| Metric | TDY | ZM |
|---|
| AI Score |
67
|
65
|
| Price |
$681.60
|
$106.01
|
| P/E Ratio |
32.82×
|
15.28×
|
| ROE |
8.5%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
39.0%
|
77.4%
|
| Debt / Equity |
0.19×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
75.8
|
77.2
|
| Beta |
0.92
|
1.04
|
| Expected Upside |
+0.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for TDY versus ZM.
TDY leads by 2 points.
TDY scores 67/100 (Buy) versus ZM at 65/100 (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
ZM Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.8 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 77 is in overbought territory — Technical
- Bollinger bandwidth of 28.3% signals elevated volatility — Risk