COMPARE · Reviewed August 3, 2026
ITRI vs VNT
Verdict: Side-by-side breakdown using the Bull Rankings model. ITRI scored 58.7, VNT scored 70.1 — VNT leads.
Compare another set
ITRI
Itron, Inc.
58.7
$100.95 · $4.4B
fundamentals as of
Score gap
11.4
VNT leads
VNT
Vontier Corporation
70.1
$32.81 · $4.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
ITRI
stronger →← stronger
VNT
65
Qualityreturns · margins · balance sheet
76
41
Growthrevenue & earnings expansion
61
76
Valuevaluation vs sector peers
75
VNT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ITRI
VNT
$385mC
FCF
$373mC
-5.7%D
Rev
+4.1%C+
0.98C
D/E
1.53C
16.9xA-
P/E
11.6xA
0.88B+
PEG
0.95B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ITRI
VNT
9% below
Price vs fair valuelower is cheaper
18% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+5%
1-yr DCF upside
+13%
+10%
5-yr DCF upside
+22%
+17%
10-yr DCF upside
+35%
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
VNT
Why this score
- Buying back stock
- Durable high returns
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.
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.6b. Down 32% from 52-week high of $48.20 — deep drawdown territory. PEG 0.95 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $39.70 (implying +21% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 32% 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.