Analog Devices, Inc. vs Broadcom Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADI and AVGO diverge most: on p/b, ADI reads 5.41 and AVGO reads 21.22; on return on equity, ADI reads 9.8% and AVGO reads 32.5%. The rest of the comparable metrics sit closer together. What ADI's price implies is a somewhat stretched bet versus history (whole-company basis). What AVGO's price implies is a demanding bet versus history and the cohort (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | ADI | AVGO |
|---|---|---|
| Price | $371.99 | $381.67 |
| Market cap | $182.4B | $1.86T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Mature |
| P/E | 55.3 | 63.5 |
| P/B | 5.41 | 21.22 |
| P/S | 14.32 | 24.66 |
| EV/EBITDA | 44.3 | 58.0 |
| Revenue growth | +29.5% | +31.9% |
| Gross margin | 67.3% | 69.5% |
| Operating margin | 38.1% | 48.6% |
| Net margin | 26.0% | 37.8% |
| Return on equity | 9.8% | 32.5% |
| Return on assets | 6.9% | 15.9% |
| Return on invested capital | 8.8% | 19.4% |
| FCF yield | 2.5% | 1.8% |
| Dividend yield | 1.1% | 0.6% |
| Debt / equity | 0.24 | 0.77 |
| Current ratio | 1.75 | 2.24 |
| Altman Z (solvency) | 6.78 | 6.87 |
| Piotroski F (quality) | 5 / 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.