Analog Devices, Inc. vs Taiwan Semiconductor Manufacturing Company Limited, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADI and TSM diverge most: on debt / equity, ADI reads 0.24 and TSM reads 0.00; on p/b, ADI reads 5.41 and TSM reads 16.00. 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 TSM's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADI | TSM |
|---|---|---|
| Price | $371.99 | $402.68 |
| Market cap | $182.4B | $2.09T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| P/E | 55.3 | 59.2 |
| P/B | 5.41 | 16.00 |
| P/S | 14.32 | 23.45 |
| EV/EBITDA | 44.3 | 50.2 |
| Revenue growth | +29.5% | +22.6% |
| Gross margin | 67.3% | 55.6% |
| Operating margin | 38.1% | 45.3% |
| Net margin | 26.0% | 39.6% |
| Return on equity | 9.8% | 27.1% |
| Return on assets | 6.9% | 17.3% |
| Return on invested capital | 8.8% | 25.4% |
| FCF yield | 2.5% | 1.3% |
| Dividend yield | 1.1% | — |
| Debt / equity | 0.24 | 0.00 |
| Current ratio | 1.75 | 2.36 |
| Altman Z (solvency) | 6.78 | 8.22 |
| 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.