Analog Devices Inc (ADI)vsBroadcom Inc (AVGO)
ADI
Analog Devices Inc
$401.39
+4.83%
TECHNOLOGY · Cap: $208.27B
AVGO
Broadcom Inc
$385.73
+4.70%
TECHNOLOGY · Cap: $1.87T
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 492% more annual revenue ($75.46B vs $12.74B). AVGO leads profitability with a 38.9% profit margin vs 26.0%. AVGO appears more attractively valued with a PEG of 0.69. AVGO earns a higher WallStSmart Score of 80/100 (A-).
ADI
Strong Buy73
out of 100
Grade: B
AVGO
Exceptional Buy80
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 38.1%
Revenue surging 37.2% year-over-year
Earnings expanding 110.5% YoY
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Earnings expanding 85.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.0% and operating margin at 38.1%. Revenue growth of 37.2% demonstrates continued momentum.
Bull Case : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 63.7x leaves little room for execution misses.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO carries more volatility with a beta of 1.43 — expect wider price swings.
AVGO is growing revenue faster at 47.9% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 73/100), backed by strong 38.9% margins and 47.9% revenue growth. Both earn "Exceptional 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.
Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
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