Analog Devices Inc (ADI)vsComcast Corp (CMCSA)
ADI
Analog Devices Inc
$416.52
+1.96%
TECHNOLOGY · Cap: $199.44B
CMCSA
Comcast Corp
$25.40
-3.20%
COMMUNICATION SERVICES · Cap: $93.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Comcast Corp generates 966% more annual revenue ($125.28B vs $11.76B). ADI leads profitability with a 23.0% profit margin vs 15.0%. 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
CMCSA
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADI.
Margin of Safety
+69.5%
Fair Value
$106.51
Current Price
$25.40
$81.11 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Generating 4.5B in free cash flow
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Elevated debt levels
Expensive relative to growth rate
Earnings declined 32.6%
Distress zone — elevated risk
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 : CMCSA
The strongest argument for CMCSA centers on P/E Ratio, Price/Book, Market Cap.
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 : CMCSA
The primary concerns for CMCSA are Debt/Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ADI profiles as a growth stock while CMCSA is a value 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.
CMCSA generates stronger free cash flow (4.5B), providing more financial flexibility.
Bottom Line
ADI scores higher overall (70/100 vs 64/100), backed by strong 23.0% margins and 30.4% revenue growth. CMCSA offers better value entry with a 69.5% margin of safety. 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.
Comcast Corp
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Comcast Corporation is an American telecommunications conglomerate headquartered in Philadelphia, Pennsylvania. It is the second-largest broadcasting and cable television company in the world by revenue (behind AT&T), the largest pay-TV company, the largest cable TV company and largest home Internet service provider in the United States, and the nation's third-largest home telephone service provider. Comcast provides services to U.S. residential and commercial customers in 40 states and in the District of Columbia. As the parent company of the international media company NBCUniversal since 2011, Comcast is a producer of feature films and television programs intended for theatrical exhibition and over-the-air and cable television broadcast, respectively.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?