OSIS vs TDY

For growth investors, OSI Systems, Inc.

(OSIS) is the stronger pick with 11. 3% revenue growth year-over-year, versus 7. 9% for Teledyne Technologies Incorporated (TDY). OSI Systems, Inc. (OSIS) offers the better valuation at 27. 7x trailing P/E (22. 1x forward), making it the more compelling value choice. Analysts rate OSI Systems, Inc. (OSIS) a "Buy" — based on 17 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, OSI Systems, Inc.

(OSIS) is the cheapest at 27. 7x versus Teledyne Technologies Incorporated at 33. 4x. On forward P/E, OSI Systems, Inc. is actually cheaper at 22. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: OSI Systems, Inc. wins at 1. 34x versus Teledyne Technologies Incorporated's 2. 11x — a reasonable growth-adjusted valuation.

Over the past 5 years, OSI Systems, Inc.

(OSIS) delivered a total return of +149. 9%, compared to +44. 7% for Teledyne Technologies Incorporated (TDY). Over 10 years, the gap is even starker: TDY returned +563. 4% versus OSIS's +352. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Teledyne Technologies Incorporated (TDY) is the lower-risk stock at 0.

93β versus OSI Systems, Inc. 's 1. 36β — meaning OSIS is approximately 46% more volatile than TDY relative to the S&P 500. On balance sheet safety, Teledyne Technologies Incorporated (TDY) carries a lower debt/equity ratio of 25% versus 72% for OSI Systems, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), OSI Systems, Inc.

(OSIS) is pulling ahead at 11. 3% versus 7. 9% for Teledyne Technologies Incorporated (TDY). On earnings-per-share growth, the picture is similar: OSI Systems, Inc. grew EPS 18. 0% year-over-year, compared to 9. 7% for Teledyne Technologies Incorporated. Over a 3-year CAGR, OSIS leads at 13. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Teledyne Technologies Incorporated (TDY) is the more profitable company, earning 14.

6% net margin versus 8. 7% for OSI Systems, Inc. — meaning it keeps 14. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TDY leads at 18. 8% versus 12. 7% for OSIS. At the gross margin level — before operating expenses — TDY leads at 39. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, OSI Systems, Inc. (OSIS) is the more undervalued stock at a PEG of 1. 34x versus Teledyne Technologies Incorporated's 2. 11x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, OSI Systems, Inc. (OSIS) trades at 22. 1x forward P/E versus 25. 8x for Teledyne Technologies Incorporated — 3. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OSIS: 24. 8% to $301. 00.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Teledyne Technologies Incorporated (TDY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

93), +563. 4% 10Y return). Both have compounded well over 10 years (TDY: +563. 4%, OSIS: +352. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.