Analog Devices Inc (ADI)vsGE Vernova LLC (GEV)
ADI
Analog Devices Inc
$322.03
+0.06%
TECHNOLOGY · Cap: $157.12B
GEV
GE Vernova LLC
$923.69
+1.57%
INDUSTRIALS · Cap: $246.74B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 224% more annual revenue ($38.07B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 12.8%. 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
GEV
Buy55
out of 100
Grade: C-
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
-6.0%
Fair Value
$829.76
Current Price
$923.69
$93.93 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Generating 1.8B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
3.8% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.3x book value
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 : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, Free Cash Flow.
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 : GEV
The primary concerns for GEV are Revenue Growth, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
ADI profiles as a growth stock while GEV is a value play — different risk/reward profiles.
ADI is growing revenue faster at 30.4% — sustainability is the question.
GEV generates stronger free cash flow (1.8B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADI scores higher overall (75/100 vs 55/100), backed by strong 23.0% margins and 30.4% revenue growth. Both earn "Strong Buy" and "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.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
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