COMPARE · Data as of August 21, 2026
ITRI vs KEYS
Verdict: Side-by-side breakdown using the Bull Rankings model. ITRI scored 58.5, KEYS scored 54.8 — ITRI leads.
Compare another set
ITRI
Itron, Inc.
58.5
$99.34 · $4.3B
fundamentals as of
Score gap
3.7
ITRI leads
KEYS
Keysight Technologies, Inc.
54.8
$308.70 · $52.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestITRI16.6x
- Fastest growthKEYS+8.0%
- Strongest balance sheetKEYS0.42
- Highest qualityKEYS72 / 100
- Largest discount to fair valueITRI-11%
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)
ITRI
stronger →← stronger
KEYS
65
Qualityreturns · margins · balance sheet
72
39
Growthrevenue & earnings expansion
72
79
Valuevaluation vs sector peers
32
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
0.42B
16.6xA-
P/E
41.7xC+
0.85B+
PEG
1.14B+
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
ITRI
KEYS
11% below
Price vs fair valuelower is cheaper
119% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
+7%
1-yr DCF upside
-62%
+12%
5-yr DCF upside
-54%
+20%
10-yr DCF upside
-40%
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 $4.3b. Down 30% from 52-week high of $142.00 — deep drawdown territory. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.85 — 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 +30% 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. Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
KEYSKeysight Technologies, Inc.
Why now
Scientific & Technical Instruments · market cap $52.6b. 18% off the 52-week high of $374.96. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $415.08 (implying +34% upside).
Moat
Net margin 19% 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 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 ITRI and KEYS diverge
On the headline score the gap is 3.7 points in favor of ITRI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueITRI 79.1 · KEYS 31.6ITRI +47.5
- GrowthITRI 38.9 · KEYS 72.3KEYS +33.4
- QualityITRI 65.0 · KEYS 71.9KEYS +6.9
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.