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 0.27 and TSM reads 0.02; on p/b, ADI reads 5.92 and TSM reads 18.01. 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 TSM'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 | TSM |
|---|---|---|
| Price | $406.15 | $453.30 |
| Market cap | $198.5B | $2.35T |
| Sector | Semiconductors | Semiconductors |
| Stage | Growth | Growth |
| P/E | 48.2 | 66.7 |
| P/B | 5.92 | 18.01 |
| P/S | 14.30 | 26.39 |
| EV/EBITDA | 29.8 | 37.8 |
| Revenue growth | +33.3% | +17.7% |
| Gross margin | 67.3% | 55.6% |
| Operating margin | 40.1% | 45.3% |
| Net margin | 29.8% | 39.6% |
| Return on equity | 12.3% | 27.1% |
| Return on assets | 8.5% | 17.3% |
| Return on invested capital | 13.0% | 24.9% |
| FCF yield | 2.5% | 1.1% |
| Dividend yield | 1.0% | — |
| Debt / equity | 0.27 | 0.02 |
| Current ratio | 1.25 | 2.36 |
| Altman Z (solvency) | 6.79 | 8.22 |
| 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.