ANALOG DEVICES INC vs APPLIED MATERIALS INC /DE, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADI and AMAT diverge most: on revenue growth, ADI reads +33.3% and AMAT reads +7.7%; on return on equity, ADI reads 12.3% and AMAT reads 33.9%. The rest of the comparable metrics sit closer together. What ADI's price implies is a bet that sits within the historical range (whole-company basis). What AMAT's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADI | AMAT |
|---|---|---|
| Price | $406.15 | $506.95 |
| Market cap | $198.5B | $405.6B |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Mature |
| P/E | 48.2 | 43.8 |
| P/B | 5.92 | 15.83 |
| P/S | 14.30 | 13.15 |
| EV/EBITDA | 29.8 | 42.0 |
| Revenue growth | +33.3% | +7.7% |
| Gross margin | 67.3% | 50.3% |
| Operating margin | 40.1% | 33.7% |
| Net margin | 29.8% | 28.1% |
| Return on equity | 12.3% | 33.9% |
| Return on assets | 8.5% | 19.9% |
| Return on invested capital | 13.0% | 24.2% |
| FCF yield | 2.5% | 1.4% |
| Dividend yield | 1.0% | 0.3% |
| Debt / equity | 0.27 | 0.30 |
| Current ratio | 1.25 | 2.42 |
| Altman Z (solvency) | 6.79 | 9.32 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.