Analog Devices, Inc. vs NVIDIA CORP, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADI and NVDA diverge most: on dividend yield, ADI reads 1.1% and NVDA reads 0.0%; on return on assets, ADI reads 6.9% and NVDA reads 53.1%. 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 NVDA'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 | NVDA |
|---|---|---|
| Price | $367.49 | $200.74 |
| Market cap | $180.2B | $4.90T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +45.4% |
| P/E | 54.6 | 30.7 |
| P/B | 5.34 | 25.05 |
| P/S | 14.15 | 19.32 |
| EV/EBITDA | 43.8 | 30.0 |
| Revenue growth | +29.5% | +69.1% |
| Gross margin | 67.3% | 74.9% |
| Operating margin | 38.1% | 65.6% |
| Net margin | 26.0% | 54.3% |
| Return on equity | 9.8% | 70.4% |
| Return on assets | 6.9% | 53.1% |
| Return on invested capital | 8.8% | 66.1% |
| FCF yield | 2.5% | 2.4% |
| Dividend yield | 1.1% | 0.0% |
| Debt / equity | 0.24 | 0.05 |
| Current ratio | 1.75 | 3.44 |
| Altman Z (solvency) | 6.78 | 9.15 |
| Piotroski F (quality) | 5 / 9 | 4 / 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.