Analog Devices Inc (ADI)vsAmgen Inc (AMGN)
ADI
Analog Devices Inc
$416.52
+1.96%
TECHNOLOGY · Cap: $199.44B
AMGN
Amgen Inc
$331.70
+0.79%
HEALTHCARE · Cap: $177.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Amgen Inc generates 217% more annual revenue ($37.22B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 21.0%. ADI appears more attractively valued with a PEG of 1.01. ADI earns a higher WallStSmart Score of 70/100 (B).
ADI
Strong Buy70
out of 100
Grade: B
AMGN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADI.
Margin of Safety
-2.2%
Fair Value
$321.89
Current Price
$331.70
$9.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.1%
Revenue surging 30.4% year-over-year
Earnings expanding 116.7% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Every $100 of equity generates 101 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 19.5x book value
4.4% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 33.1%. Revenue growth of 30.4% demonstrates continued momentum.
Bull Case : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 33.8%.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 74.4x leaves little room for execution misses.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
ADI profiles as a growth stock while AMGN is a mature play — different risk/reward profiles.
ADI carries more volatility with a beta of 1.19 — expect wider price swings.
ADI is growing revenue faster at 30.4% — sustainability is the question.
AMGN generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ADI scores higher overall (70/100 vs 62/100), backed by strong 23.0% margins and 30.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?