Teledyne Technologies Incorporated

LSE:0ACF Stock Report

Market Cap: US$22.6b

Teledyne Technologies Valuation

Is 0ACF undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0ACF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0ACF ($486.4) is trading below our estimate of fair value ($565.8)

Significantly Below Fair Value: 0ACF is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0ACF?

Key metric: As 0ACF is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0ACF. This is calculated by dividing 0ACF's market cap by their current earnings.
What is 0ACF's PE Ratio?
PE Ratio24x
EarningsUS$943.80m
Market CapUS$22.61b

Price to Earnings Ratio vs Peers

How does 0ACF's PE Ratio compare to its peers?

The above table shows the PE ratio for 0ACF vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average22.8x
HLMA Halma
35.7x8.4%UK£10.2b
SXS Spectris
9.1x-23.6%UK£2.5b
RSW Renishaw
23.5x11.8%UK£2.3b
OXIG Oxford Instruments
22.8x10.2%UK£1.2b
0ACF Teledyne Technologies
24x0.5%US$22.6b

Price-To-Earnings vs Peers: 0ACF is expensive based on its Price-To-Earnings Ratio (24x) compared to the peer average (22.8x).

Price to Earnings Ratio vs Industry

How does 0ACF's PE Ratio compare vs other companies in the European Electronic Industry?

5 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0ACF 24.0xIndustry Avg. 17.5xNo. of Companies15PE01224364860+
5 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0ACF is expensive based on its Price-To-Earnings Ratio (24x) compared to the European Electronic industry average (17.5x).

Price to Earnings Ratio vs Fair Ratio

What is 0ACF's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0ACF PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24x
Fair PE Ratio24.2x

Price-To-Earnings vs Fair Ratio: 0ACF is good value based on its Price-To-Earnings Ratio (24x) compared to the estimated Fair Price-To-Earnings Ratio (24.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0ACF forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$486.40
US$533.24
+9.6%
4.2%US$565.00US$500.00n/a10
Nov ’25US$456.38
US$505.29
+10.7%
8.2%US$562.00US$435.85n/a10
Oct ’25US$440.43
US$475.59
+8.0%
5.3%US$520.00US$435.85n/a10
Sep ’25US$426.27
US$469.89
+10.2%
7.0%US$520.00US$400.00n/a10
Aug ’25US$415.14
US$474.18
+14.2%
6.5%US$520.00US$400.00n/a10
Jul ’25US$387.79
US$464.97
+19.9%
5.9%US$500.00US$400.00n/a9
Jun ’25US$394.24
US$462.09
+17.2%
6.1%US$500.00US$400.00n/a8
May ’25US$381.70
US$467.39
+22.5%
6.7%US$507.15US$400.00n/a8
Apr ’25US$431.24
US$500.55
+16.1%
4.0%US$537.00US$472.00n/a9
Mar ’25US$427.72
US$500.55
+17.0%
4.0%US$537.00US$472.00n/a9
Feb ’25US$424.46
US$492.78
+16.1%
6.1%US$537.00US$430.00n/a9
Jan ’25US$446.97
US$485.44
+8.6%
4.9%US$522.00US$430.00n/a9
Dec ’24US$407.15
US$479.11
+17.7%
4.5%US$500.00US$430.00n/a9
Nov ’24US$366.31
US$486.89
+32.9%
2.7%US$500.00US$455.00US$456.389
Oct ’24US$411.37
US$486.14
+18.2%
2.9%US$500.00US$455.00US$440.437
Sep ’24US$420.50
US$484.67
+15.3%
3.0%US$500.00US$455.00US$426.276
Aug ’24US$385.06
US$485.57
+26.1%
8.3%US$565.00US$423.00US$415.147
Jul ’24US$413.31
US$496.14
+20.0%
6.6%US$565.00US$451.00US$387.797
Jun ’24US$388.55
US$496.14
+27.7%
6.6%US$565.00US$451.00US$394.247
May ’24n/a
US$491.57
0%
4.9%US$533.00US$451.00US$381.707
Apr ’24n/a
US$497.00
0%
4.2%US$533.00US$457.00US$431.247
Mar ’24n/a
US$497.00
0%
4.2%US$533.00US$457.00US$427.727
Feb ’24n/a
US$497.00
0%
4.2%US$533.00US$457.00US$424.467
Jan ’24n/a
US$486.50
0%
4.4%US$515.00US$447.00US$446.978
Dec ’23n/a
US$478.00
0%
5.3%US$515.00US$445.00US$407.157
Nov ’23n/a
US$483.29
0%
5.5%US$515.00US$445.00US$366.317

Analyst Forecast: Target price is less than 20% higher than the current share price.

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