MKS Inc (MKSI) is undervalued and Teledyne Technologies Inc (TDY) is undervalued.
Against our estimates of intrinsic value, MKSI trades at the wider discount: a margin of safety of +49%, against +42% for TDY.
Values as of the 22 Sept 2026 close.
A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $512.86; the price of $260.37 is 49% below that value.
Leak Score 54/100 on 3 of 12 signals
A 8.0x revenue multiple, adjusted for growth and margin, values the shares at $1063.77; the price of $612.74 is 42% below that value.
Leak Score 76/100 on 10 of 12 signals
| Metric | MKSI | TDY |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $260.37 | $612.74 |
| Intrinsic value | $512.86 | $1063.77 |
| Margin of safety | +49% | +42% |
| Leak Score | 54/100 (3/12) | 76/100 (10/12) |
| Market cap | $17.6B | $28.4B |
| Revenue growth, 5 years | 11.0% | 14.8% |
| Operating margin | 16.7% | 19.4% |
| Net margin | 10.1% | 15.3% |
| Return on equity | 15.9% | 9.2% |
| Debt to equity | 1.40 | 0.19 |
| P/E | 41.5x | 29.6x |
| Forward P/E | 14.9x | 22.9x |
| P/B | 5.9x | 2.6x |
| Dividend yield | 0.4% | — |