Analog Devices Inc (ADI)vsThe Boeing Company (BA)
ADI
Analog Devices Inc
$416.52
+1.96%
TECHNOLOGY · Cap: $199.44B
BA
The Boeing Company
$237.36
+2.74%
INDUSTRIALS · Cap: $182.12B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 684% more annual revenue ($92.18B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 2.5%. 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
BA
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADI.
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$237.36
$75.77 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 170 in profit
Large-cap with strong market position
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
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 : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 91.0x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADI profiles as a growth stock while BA is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
ADI is growing revenue faster at 30.4% — sustainability is the question.
ADI generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
ADI scores higher overall (70/100 vs 48/100), backed by strong 23.0% margins and 30.4% revenue growth. Both earn "Strong Buy" and "Hold" 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.
The Boeing Company
INDUSTRIALS · AEROSPACE & DEFENSE · USA
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?