Analog Devices Inc (ADI)vsAgnico Eagle Mines Limited (AEM)
ADI
Analog Devices Inc
$322.03
+0.06%
TECHNOLOGY · Cap: $157.12B
AEM
Agnico Eagle Mines Limited
$192.07
+4.68%
BASIC MATERIALS · Cap: $89.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Agnico Eagle Mines Limited generates 1% more annual revenue ($11.91B vs $11.76B). AEM leads profitability with a 37.5% profit margin vs 23.0%. ADI appears more attractively valued with a PEG of 0.77. ADI earns a higher WallStSmart Score of 75/100 (B).
ADI
Strong Buy75
out of 100
Grade: B
AEM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.8%
Fair Value
$256.00
Current Price
$322.03
$66.03 premium
Margin of Safety
+47.7%
Fair Value
$415.12
Current Price
$192.07
$223.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.1%
Revenue surging 30.4% year-over-year
Earnings expanding 116.7% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 64.7%
Revenue surging 60.3% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 1.3B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
2.0% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 33.1%. Revenue growth of 30.4% demonstrates continued momentum.
Bull Case : AEM
The strongest argument for AEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 37.5% and operating margin at 64.7%. Revenue growth of 60.3% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 58.8x leaves little room for execution misses.
Bear Case : AEM
The primary concerns for AEM are EPS Growth, PEG Ratio.
Key Dynamics to Monitor
ADI carries more volatility with a beta of 1.02 — expect wider price swings.
AEM is growing revenue faster at 60.3% — sustainability is the question.
AEM generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADI scores higher overall (75/100 vs 73/100), backed by strong 23.0% margins and 30.4% revenue growth. AEM offers better value entry with a 47.7% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
Agnico Eagle Mines Limited
BASIC MATERIALS · GOLD · USA
Agnico Eagle Mines Limited is engaged in the exploration, development and production of mineral properties in Canada, Sweden and Finland. The company is headquartered in Toronto, Canada.
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