COMPARE · Data as of August 21, 2026
CGNX vs VNT
Verdict: Side-by-side breakdown using the Bull Rankings model. CGNX scored 54.9, VNT scored 61.3 — VNT leads.
Compare another set
CGNX
Cognex Corporation
54.9
$60.54 · $10.2B
fundamentals as of
Score gap
6.4
VNT leads
VNT
Vontier Corporation
61.3
$33.22 · $4.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestVNT13.8x
- Fastest growthCGNX+17.1%
- Strongest balance sheetCGNX0.04
- Highest qualityVNT79 / 100
- Largest discount to fair valueVNT-23%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CGNX
stronger →← stronger
VNT
73
Qualityreturns · margins · balance sheet
79
79
Growthrevenue & earnings expansion
48
29
Valuevaluation vs sector peers
61
VNT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CGNX
VNT
$268mC
FCF
$385mC
+17.1%B+
Rev
+0.9%C
0.04A-
D/E
1.61C
58.2xC
P/E
13.8xA
2.71C
PEG
0.90B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CGNX
VNT
153% above
Price vs fair valuelower is cheaper
23% below
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~0%/yr
-68%
1-yr DCF upside
+20%
-60%
5-yr DCF upside
+29%
-48%
10-yr DCF upside
+43%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CGNX
Why this score
- Raising its dividend
VNT
Why this score
- Buying back stock
- Durable high returns
The companies
CGNXCognex Corporation
Why now
Scientific & Technical Instruments · market cap $10.2b. 17% off the 52-week high of $72.88. Revenue growing +17%, comfortably above the S&P median. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $80.05 (implying +32% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 153% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 58.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.50 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.5b. Down 31% from 52-week high of $48.20 — deep drawdown territory. PEG 0.90 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $41.05 (implying +24% upside).
Moat
ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CGNX and VNT diverge
On the headline score the gap is 6.4 points in favor of VNT. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueCGNX 28.6 · VNT 60.8VNT +32.2
- GrowthCGNX 79.3 · VNT 48.1CGNX +31.2
- QualityCGNX 73.1 · VNT 78.9VNT +5.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.