FCF $1.1b — respectable but not differentiating · TTM from SEC filings (OCF − CapEx), four quarters to 06/26.
Rev+7.9%TTM YoYB
Revenue +7.9% — at or above S&P median · Latest four quarters of revenue vs the four before them, from SEC filings.
D/E0.19B
D/E 0.19 — near the Technology debt median (≈60th pctile)
P/E29.7xB
P/E 29.7 — near the Technology median (≈60th pctile)
PEG1.40B
PEG 1.40 — acceptable premium for growth
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 53.9
Quality62.9
Growth68.2
Value36.6
Entry · Margin of safety
52-week rangeMid-range
12% off the 12-month high
vs DCF fair value39% aboveest. fair value ~$440
What the price assumes: free cash flow growing about 14% next year, slowing to 4% a year by year ten — vs a starting rate of ~8% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
Gross profitability18% · C+gross profit ÷ total assets — not in the score
ROIC7.6% · C+return on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Scientific & Technical Instruments · market cap $28.4b. 12% off the 52-week high of $697.67. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $758.08 (implying +24% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 117% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Horizon
1-3 yr $758.08 (12-analyst consensus) — fundamentals + valuation re-rating. 5 yr $1,110 at ~13% CAGR — compounding case rests on the competitive position widening. 10 yr $1,646 if current growth sustains into durable earnings power.
TDY vs the Top Picks average
Pillar
TDY
Book avg
Diff
Quality
63
83
-20
Growth
68
89
-21
Value
37
76
-39
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · TDY
Trend
-5.9 over 80 daily scores
From 59.8 (Jun 22) → 53.9 (now)
One point per daily run; read From → To for the actual range.
TDY at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+0.2%
90-day change
+3.2%
Forward EPS estimate
$26.79
Over the last 90 days, what analysts expect TDY to earn is drifting higher (+3.2%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · TDY
$
%
%
Shares to buy
3
Position size
$1,841
3.7% of portfolio
Stop price
$460.25
25% below $613.66
$ at risk if stopped
$460.25
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Teledyne Technologies Incorporated (TDY) is a Scientific & Technical Instruments company that scores 53.9 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
On valuation, TDY sits about 39% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 14% next year, slowing to 4% a year by year ten.
Is TDY a good stock to buy?
Bull Rankings scores TDY 53.9 out of 100 on its quality-growth model, which is a middling reading. A score is a quantitative screen of Teledyne Technologies Incorporated's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does TDY score 53.9 on Bull Rankings?
The score leans on growth at 68.2 out of 100, with value the weakest pillar at 36.6 — the three combine geometrically, so a weak one cannot be papered over by a strong one. TDY grades middle-of-pack across the graded signals. Each signal is graded against sector-aware thresholds rather than one absolute bar, so TDY is measured against Scientific & Technical Instruments peers, not against the market as a whole.
Is TDY overvalued or undervalued?
Based on $613.66, TDY sits about 39% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 14% next year, slowing to 4% a year by year ten. It trades at a 29.7x P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in TDY?
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.