Analog Devices is one of the world's largest analog and mixed-signal chipmakers and has an especially strong position in analog signal processing chips. We think it is well positioned to profit from more advanced and higher-priced semiconductor content in automobiles, data centers, and industrial applications like medical devices and factory automation equipment in the years ahead.
ADI is well positioned as a supplier into data centers and automated test equipment, both of which are booming with the AI infrastructure buildout.
Despite its strong position and diverse exposure, ADI is still vulnerable to the cyclicality of the overall semiconductor industry.
|
Metric
|
ADI
|
MCHP
|
NXPI
|
|---|---|---|---|
Price/Earnings (Normalized) | 35.93 | 37.02 | 18.23 |
Price/Book Value | 5.87 | 6.61 | 5.29 |
Price/Sales | 14.31 | 8.40 | 4.61 |
Price/Cash Flow | 33.13 | 30.76 | 16.68 |
|
Metric
|
ADI
|
MCHP
|
NXPI
|
|---|---|---|---|
Quick Ratio | 0.83 | 0.96 | 1.10 |
Current Ratio | 1.25 | 1.92 | 2.04 |
Interest Coverage | 14.07 | 3.77 | 8.82 |
|
Metric
|
ADI
|
MCHP
|
NXPI
|
|---|---|---|---|
Return on Assets (Normalized) | 9.28% | 8.39% | 10.90% |
Return on Equity (Normalized) | 13.21% | 18.45% | 27.67% |
Return on Invested Capital (Normalized) | 10.97% | 11.46% | 14.10% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| NVIDIA Corp
NVDA
| LOCK|ScH^<qM | LOCK|NT< | $6T | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| LOCK|#M^>DX< | LOCK|jH | $2T | |||
| Broadcom Inc
AVGO
| LOCK|%@!mGHVr | LOCK|?k | $2T | |||
| Micron Technology Inc
MU
| LOCK|vN$^h@ | LOCK|%<l | $1T | |||
| Advanced Micro Devices Inc
AMD
| LOCK|$>@<qbSr | LOCK|$sM! | $1T | |||
| SK hynix Inc ADR
SKHY
| LOCK|ZR@#QS! | LOCK|jC | $959B | |||
| Intel Corp
INTC
| LOCK|%?H&$X | LOCK|sqS | $634B | |||
| ARM Holdings PLC ADR
ARM
| LOCK|K#k>RG | LOCK|v^ | $312B | |||
| Texas Instruments Inc
TXN
| LOCK|Zfp$hQXG | LOCK|h% | $257B | |||
| Marvell Technology Inc
MRVL
| LOCK|&vj#X<#& | LOCK|Zm#T | $241B |
United States