Analog Devices Inc (ADI)vsSeagate Technology PLC (STX)
ADI
Analog Devices Inc
$389.31
+3.33%
TECHNOLOGY · Cap: $195.07B
STX
Seagate Technology PLC
$673.64
+4.72%
TECHNOLOGY · Cap: $131.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Analog Devices Inc generates 17% more annual revenue ($11.76B vs $10.06B). ADI leads profitability with a 23.0% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.89. STX earns a higher WallStSmart Score of 72/100 (B).
ADI
Strong Buy72
out of 100
Grade: B
STX
Strong Buy72
out of 100
Grade: B
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
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 320.8x 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 : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 73.0x leaves little room for execution misses.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 66.2x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.63 — expect wider price swings.
ADI is growing revenue faster at 30.4% — sustainability is the question.
ADI 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 (72/100 vs 72/100), backed by strong 23.0% margins and 30.4% revenue growth. 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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