Zoom vs Teledyne

Zoom and Teledyne: this page compares business models, financial performance, and market context to illuminate how each company operates and positions itself for stock investors, in a neutral, accessible tone. Educational content, not financial advice.

Zoom and Teledyne: this page compares business models, financial performance, and market context to illuminate how each company operates and positions itself for stock investors, in a neutral, accessi...

Comparison Snapshot

Key Financial Metrics

ZM

Metric

TDY

$28.27B

Market Cap

$28.52B

0.50%

Potential Profit

0.62%

Buy

Analyst Rating

Buy

Why It's Moving

Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.

Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.

Sentiment:

🐃Bullish

Teledyne Technologies Crushes Q4 Estimates with Record Sales and Margins, Eyes Strong 2026 Outlook.

Q4 sales hit historic high driven by defense surveillance strength and record autonomous underwater vehicle sales, validating product demand in key markets.
Non-GAAP EPS surged 14.1% YoY with operating cash flow at $379M, bolstering capital flexibility for $850M in acquisitions and $400M stock buybacks.
2026 guidance projects $6.37B revenue and $23.45–23.85 non-GAAP EPS, underscoring portfolio resilience despite defense growth moderation.

Sentiment:

🐃Bullish

Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.

Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.

Sentiment:

🐃Bullish

Teledyne Technologies Crushes Q4 Estimates with Record Sales and Margins, Eyes Strong 2026 Outlook.

Q4 sales hit historic high driven by defense surveillance strength and record autonomous underwater vehicle sales, validating product demand in key markets.
Non-GAAP EPS surged 14.1% YoY with operating cash flow at $379M, bolstering capital flexibility for $850M in acquisitions and $400M stock buybacks.
2026 guidance projects $6.37B revenue and $23.45–23.85 non-GAAP EPS, underscoring portfolio resilience despite defense growth moderation.

Sentiment:

🐃Bullish

Investment Analysis

Zoom

ZM

Pros

Zoom has a strong financial strength with a high quick ratio above 4, indicating ample liquidity to cover short-term liabilities.
The company maintains solid profitability metrics, including a normalized return on assets of over 16%, demonstrating efficient use of assets.
Zoom holds a mid-value stock style with a price/earnings ratio around 14, making it relatively reasonably valued compared to high-growth tech peers.

Considerations

Despite profitability, Zoom's return on equity is around 20%, which is lower than some major tech competitors, indicating moderate shareholder returns.
The company's price/sales ratio above 5 suggests premium pricing that may imply limited room for valuation multiple expansion.
Zoom operates in the highly competitive software application sector, exposing it to rapid technological change and potential market share erosion risks.

Teledyne

TDY

Pros

Teledyne Technologies has raised its 2025 profit forecast based on sustained demand in defense electronics and military drones, signaling strong growth drivers.
The company’s long-term stock performance is robust, with gains over 13% in the last year and over 70% across five years, reflecting consistent value creation.
Analysts hold a strong buy consensus with a price target implying about 12-20% upside, endorsing confidence in the company’s outlook and earnings momentum.

Considerations

Teledyne’s valuation is mixed, with some measures indicating undervaluation, while others suggest a relatively high price, posing potential valuation risk.
The company’s earnings showed a decline of approximately 7.5% recently despite revenue growth, indicating some profitability pressure or cost challenges.
Teledyne's reliance on cyclical aerospace, defense sectors, and industrial markets introduces vulnerability to macroeconomic fluctuations and government budget cycles.

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