YOU vs CGNX vs KEYS vs OSIS

For growth investors, Clear Secure, Inc.

(YOU) is the stronger pick with 16. 9% revenue growth year-over-year, versus 8. 0% for Keysight Technologies, Inc. (KEYS). OSI Systems, Inc. (OSIS) offers the better valuation at 27. 7x trailing P/E (23. 0x forward), making it the more compelling value choice. Analysts rate Clear Secure, Inc. (YOU) a "Buy" — based on 9 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 Cognex Corporation at 96. 9x. On forward P/E, OSI Systems, Inc. is actually cheaper at 23. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: OSI Systems, Inc. wins at 1. 39x versus Keysight Technologies, Inc. 's 4. 97x — a reasonable growth-adjusted valuation.

Over the past 5 years, OSI Systems, Inc.

(OSIS) delivered a total return of +149. 9%, compared to -13. 2% for Cognex Corporation (CGNX). Over 10 years, the gap is even starker: KEYS returned +1279% versus YOU's +52. 9%. 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), Clear Secure, Inc.

(YOU) is the lower-risk stock at 1. 01β versus Keysight Technologies, Inc. 's 1. 71β — meaning KEYS is approximately 70% more volatile than YOU relative to the S&P 500. On balance sheet safety, Cognex Corporation (CGNX) carries a lower debt/equity ratio of 5% versus 72% for OSI Systems, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Clear Secure, Inc.

(YOU) is pulling ahead at 16. 9% versus 8. 0% for Keysight Technologies, Inc. (KEYS). On earnings-per-share growth, the picture is similar: Keysight Technologies, Inc. grew EPS 39. 0% year-over-year, compared to -28. 2% for Clear Secure, Inc.. Over a 3-year CAGR, YOU leads at 27. 2% 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.

Keysight Technologies, Inc.

(KEYS) is the more profitable company, earning 15. 7% net margin versus 8. 7% for OSI Systems, Inc. — meaning it keeps 15. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YOU leads at 20. 7% versus 12. 7% for OSIS. At the gross margin level — before operating expenses — YOU leads at 85. 8%, 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. 39x versus Keysight Technologies, Inc. 's 4. 97x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, OSI Systems, Inc. (OSIS) trades at 23. 0x forward P/E versus 53. 0x for Cognex Corporation — 30. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OSIS: 21. 7% to $293. 50.

In this comparison, YOU (1.

6% yield), CGNX (0. 5% yield) pay a dividend. KEYS, OSIS do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Clear Secure, Inc.

(YOU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 01), 1. 6% yield). Cognex Corporation (CGNX) carries a higher beta of 1. 50 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (YOU: +52. 9%, CGNX: +249. 6%), 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.

In terms of investment character: YOU is a small-cap high-growth stock; CGNX is a mid-cap quality compounder stock; KEYS is a mid-cap quality compounder stock; OSIS is a small-cap quality compounder stock. YOU pays a dividend while CGNX, KEYS, OSIS do not, making them suitable for different income and tax situations. 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.