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 5.52 and AVGO reads 17.33; on return on equity, ADI reads 12.3% and AVGO reads 36.6%. 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). The bull and bear cases for each are in their full reports below.
| Metric | ADI | AVGO |
|---|---|---|
| Price | $378.80 | $361.90 |
| Market cap | $185.2B | $1.73T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Mature |
| P/E | 44.9 | 46.2 |
| P/B | 5.52 | 17.33 |
| P/S | 13.34 | 19.39 |
| EV/EBITDA | 37.9 | 41.1 |
| Revenue growth | +33.3% | +47.8% |
| Gross margin | 67.3% | 69.1% |
| Operating margin | 40.1% | 53.9% |
| Net margin | 29.8% | 40.9% |
| Return on equity | 12.3% | 36.6% |
| Return on assets | 8.5% | 19.4% |
| Return on invested capital | 10.3% | 22.7% |
| FCF yield | 2.7% | 2.3% |
| Dividend yield | 1.0% | 0.7% |
| Debt / equity | 0.24 | 0.62 |
| Current ratio | 1.25 | 2.50 |
| Altman Z (solvency) | 6.79 | 7.12 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.