Analog Devices Inc (ADI)vsQualcomm Incorporated (QCOM)
ADI
Analog Devices Inc
$322.03
+0.06%
TECHNOLOGY · Cap: $157.12B
QCOM
Qualcomm Incorporated
$130.35
+1.31%
TECHNOLOGY · Cap: $137.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 282% more annual revenue ($44.87B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 12.0%. QCOM appears more attractively valued with a PEG of 0.55. ADI earns a higher WallStSmart Score of 75/100 (B).
ADI
Strong Buy75
out of 100
Grade: B
QCOM
Buy61
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
-285.6%
Fair Value
$33.80
Current Price
$130.35
$96.55 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
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.5%
Generating 4.4B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Moderate valuation
Earnings declined 1.8%
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 : QCOM
The strongest argument for QCOM centers on Altman Z-Score, Market Cap, Return on Equity. PEG of 0.55 suggests the stock is reasonably priced for its growth.
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 : QCOM
The primary concerns for QCOM are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
ADI profiles as a growth stock while QCOM is a value play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.27 — expect wider price swings.
ADI is growing revenue faster at 30.4% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
ADI scores higher overall (75/100 vs 61/100), 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.
Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
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