AACCE Investments
ScreenerStocksIndicesPicksETFsBlogPricing

© 2026 ACCE Investments. All rights reserved.

ACCE Investments - Institutional-grade stock research for retail investors | BetaList
IndicesStocksETFsScreenerBlogGlossaryCompareMarket dataAdvisors
TermsPrivacyCookiesDisclaimerLegal noticeProfessional termsAboutContact
TDY
ACCE-researched

Teledyne Technologies Incorporated Common Stock (TDY) fair value

Technology · Scientific & Technical Instruments · NYSE · United States
$625.41+0.80%
Market cap $29.0BNext earnings 2026-10-21Updated Oct 23, 2026
Our verdict
Trades 51% above our fair value
Price
$625.41
Model fair valueConfidence: good
$413
Model range
$305 to $642
Fair value $413
Price $625
4 models fit Teledyne Technologies Incorporated Common Stock and they disagree: 1 of 4 land within 15% of the average.
Two or more of our models back this value.
Large premium(i)Bronze56
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionTeledyne Technologies Incorporated Common Stock (TDY)
Fair value (4 models)
$413
ACCE price target
$643
Rating
Overvalued
Horizon
12 months
Fair value published on 23 Oct 2026, 12:04 CEST; previously $409 since 22 Oct 2026, 17:21 CEST.
ACCE price target published on 22 Oct 2026, 01:52 CEST; previously $642 since 24 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 17:04 CEST.
Price used: $625 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
51.3% above
-33.9% to fair value
ACCE score
60
out of 100
Analysts
75% buy
12 covering
P/E
28.6x
forward 23.6x
1-year return
+16.5%
Dividend yield
0.00%

Teledyne Technologies Incorporated Common Stock in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Teledyne makes a broad line of instrumentation and digital imaging products, including scientific and industrial cameras, electronic test and measurement gear, marine and environmental sensors, and aerospace and defense electronics. Its edge is the breadth of a portfolio where many of its niche products are specified into customer systems and stay there for years, which supports its 43.3% gross margin and 20.2% operating margin. Revenue growth of 9.8% is the number to watch, and the mix tilt toward defense and higher-margin instrumentation is the main driver of that expansion. The stock trades at 29.7 times trailing earnings but 22.9 times forward, so the market is pricing in earnings growth that has not yet appeared in reported results. With a 9.2% return on equity and a score of 59/100, the business quality looks solid rather than exceptional, so the case rests on whether the forward earnings estimates hold. The name is worth a deeper look mainly to test that gap between trailing and forward multiples against the order and margin trends in the next two or three reports.

AI-assisted·How I use AIWritten Oct 13, 2026
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
  • moderate
    Recent EPS miss
    Q4 2026 EPS came in 9.4% below consensus, even though earnings grew 21.2% year over year. Worth checking whether the guidance or quality of the beat is slipping.
  • moderate
    Valuation well above model
    The stock trades 51.3% above the model fair value of $413.43, and the forward P/E of 22.8 sits on top of a 28.6 trailing P/E. Less room for error if growth slows.
  • moderate
    Insider selling without buying
    Insiders made $4.71M in sales across the last 10 disclosed transactions and no purchases. Ownership is only 0.8%, so the signal is modest but one-directional.

AI research notes

AI-assisted·How I use AIWritten Oct 24, 2026 · figures from 2026-09-30 · prices to Oct 23, 2026
Why it could do well
  • Revenue has grown 14.7% a year on average over five years, and it is still growing at 9.8% year over year.
  • Free cash flow over the last twelve months reached $1.1B, and debt sits at only 0.25 times equity.
Why it could disappoint
  • The share price of $625.41 sits 51.3% above the model fair value of $413.43.
  • Return on equity of 9.2% and return on invested capital of 5.6% are modest for a business priced at a premium multiple.
  • The company missed earnings expectations, with earnings per share of 5.57 against 6.15 expected, a 9.4% shortfall.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

Ask ACCE

Valuation

INVESTOR
Where TDY's valuation models land
Price
$625.41
Model fair value
$413
Model range
$305 to $642
Fair value $413
Price $625
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
Create a free account: 5 full stock pages a month, no card.

See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.

Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish75% buy · 12 covering analysts
● Strong buy 6● Buy 3● Hold 3● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
0 buys · 5 sells
Since Aug 19, 2026, 1 member
Average delay
10 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+1.1%
1 month
+0.7%
3 months
-4.6%
6 months
-3.6%
YTD
+22.5%
1 year
+16.5%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
23 Oct 2026, 12:04 CESTFair value$413$409$620
22 Oct 2026, 17:21 CESTFair value$409$440$612
22 Oct 2026, 01:52 CESTACCE price target$643$642$630
21 Oct 2026, 11:06 CESTFair value$440$433$632
18 Oct 2026, 17:04 CESTRatingOvervaluedfirst publication$619
18 Oct 2026, 17:04 CESTFair value$433$545$619
10 Oct 2026, 00:00 CESTFair value$545$552$605
28 Sept 2026, 00:00 CESTFair value$552$559$614
25 Sept 2026, 00:00 CESTFair value$559$552$621
24 Sept 2026, 00:00 CESTACCE price target$642first publication$613

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

Get the full TDY page, free

Every model, the scenarios, fair value history, AI notes and the four questions. 5 full stock pages every month on the free plan, no card.

Free accounts get 5 full stock pages a month, including the full page.

Snapshot

Growth68Value45Quality74Momentum54Total60
Valuation
Trailing P/E
28.6x
Forward P/E
23.6x
PEG
1.40
P/B
2.60x
EV / Revenue
4.7x
Book value/sh
$237.43
Enterprise value
$30.1B
Profitability
ROE
9.5%
FCF yield
3.74%
ROIC
5.6%
Health and risk
Debt / equity
0.25
Dividend yield
0.00%
Beta
0.90

Price

+17.5% · 1Y

Ask anything about TDY

Answered from Teledyne Technologies Incorporated Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 80% of peers
low 12.8x28.6xhigh 50.4x
ROEbetter than 50% of peers
low -2%9%high 27%
Div yieldbetter than 50% of peers
low 0.0%0.0%high 1.4%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
TDY Teledyne Technologies Incorporated Common Stock$625.41$41351% above28.6x9.5%7460
HEXA-B.ST Hexagon ABkr 102.05--12.8x27.3%8665
COHR Coherent Corp. Common Stock$207.82$16030% above50.4x8.0%5957
FTV Fortive Corporation Common Stock $60.05$4631% above31.7x7.3%7459
KEYS Keysight Technologies Inc. Common Stock$311.52$16392% above42.2x20.9%8867
TRMB Trimble Inc. Common Stock$64.01$4834% above--1.9%6053
GRMN Garmin Ltd. Common Stock (Switzerland)$295.40$17173% above30.5x21.9%9573

Sector report card

Where TDY ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 21, 2026
    Teledyne Technologies Reports Third Quarter Results
  • Business Wire•Oct 20, 2026
    Teledyne FLIR Defense Supports DHS CWMD’s Securing the Cities Initiative with Advanced Handheld Radiation Detection
  • Business Wire•Oct 14, 2026
    Teledyne Announces Third Quarter 2026 Earnings Webcast Details
18 more press releases · full archive on Investor+.INVESTOR
38 filings
October 2026
Oct 21
8-KCurrent reportPeriod 2026-10-21
View on SEC →
Oct 2
8-KCurrent reportPeriod 2026-09-28
View on SEC →
September 2026
Sep 28
8-KCurrent reportPeriod 2026-09-28
View on SEC →
35 more filings + AI summaries on Investor+.INVESTOR