COMPARE · Reviewed August 3, 2026
ITRI vs KEYS
Verdict: Side-by-side breakdown using the Bull Rankings model. ITRI scored 58.7, KEYS scored 54.7 — ITRI leads.
Compare another set
ITRI
Itron, Inc.
58.7
$100.95 · $4.4B
fundamentals as of
Score gap
4.0
ITRI leads
KEYS
Keysight Technologies, Inc.
54.7
$321.89 · $55.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
ITRI
stronger →← stronger
KEYS
65
Qualityreturns · margins · balance sheet
72
41
Growthrevenue & earnings expansion
72
76
Valuevaluation vs sector peers
31
KEYS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ITRI
KEYS
$385mC
FCF
$1.4bC+
-5.7%D
Rev
+8.0%B
0.98C
D/E
0.44B
16.9xA-
P/E
51.8xC+
0.88B+
PEG
1.14B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ITRI
KEYS
9% below
Price vs fair valuelower is cheaper
138% above
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~34%/yr
+5%
1-yr DCF upside
-65%
+10%
5-yr DCF upside
-58%
+17%
10-yr DCF upside
-46%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ITRI
Why this score
- Buying back stock
KEYS
No notable signals flagged.
The companies
ITRIItron, Inc.
Why now
Scientific & Technical Instruments · market cap $4.4b. Down 29% from 52-week high of $142.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.88 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $129.60 (implying +28% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line.
KEYSKeysight Technologies, Inc.
Why now
Scientific & Technical Instruments · market cap $55.0b. 14% off the 52-week high of $374.96. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $388.33 (implying +21% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 51.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
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.