Keysight Technologies Inc vs Trimble Inc

Keysight Technologies Inc (KEYS) is slightly overvalued and Trimble Inc (TRMB) is overvalued.

Both trade above our estimate of their intrinsic value. KEYS is the closer of the two: -14%, against -75% for TRMB.

Values as of the 22 Sept 2026 close.

Keysight Technologies Inc (KEYS)

A 8.0x revenue multiple, adjusted for growth and margin, values the shares at $305.41; the price of $347.32 is 14% above that value.

Leak Score 47/100 on 9 of 12 signals

Trimble Inc (TRMB)

Discounting its cash flows at 10.6% (average of 2 methods) values the shares at $33.92; the price of $59.30 is 75% above that value, and 70% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

MetricKEYSTRMB
VerdictSlightly overvaluedOvervalued
Price$347.32$59.30
Intrinsic value$305.41$33.92
Margin of safety-14%-75%
Leak Score47/100 (9/12)0/100 (2/12)
Market cap$59.1B$13.8B
Revenue growth, 5 years5.0%2.6%
Operating margin24.4%18.7%
Net margin19.1%-2.8%
Return on equity20.9%-1.9%
Debt to equity0.420.29
P/E47.8x
Forward P/E25.4x14.4x
P/B9.0x2.7x

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