Analog Devices Inc (ADI)vsTrane Technologies plc (TT)
ADI
Analog Devices Inc
$415.63
+2.68%
TECHNOLOGY · Cap: $194.15B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 84% more annual revenue ($21.60B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 13.4%. ADI appears more attractively valued with a PEG of 0.99. ADI earns a higher WallStSmart Score of 72/100 (B).
ADI
Strong Buy72
out of 100
Grade: B
TT
Buy52
out of 100
Grade: C-
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
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 72.4x leaves little room for execution misses.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
ADI profiles as a growth stock while TT is a value play — different risk/reward profiles.
TT carries more volatility with a beta of 1.21 — 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.
Bottom Line
ADI scores higher overall (72/100 vs 52/100), 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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