Analog Devices Inc (ADI)vsEquinix Inc (EQIX)
ADI
Analog Devices Inc
$402.26
+3.33%
TECHNOLOGY · Cap: $190.06B
EQIX
Equinix Inc
$1,082.83
-0.57%
REAL ESTATE · Cap: $106.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Analog Devices Inc generates 27% more annual revenue ($11.76B vs $9.26B). ADI leads profitability with a 23.0% profit margin vs 14.6%. ADI appears more attractively valued with a PEG of 0.95. ADI earns a higher WallStSmart Score of 72/100 (B).
ADI
Strong Buy72
out of 100
Grade: B
EQIX
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ADI.
Margin of Safety
-38.5%
Fair Value
$626.41
Current Price
$1082.83
$456.42 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
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 21.5%
Earnings expanding 22.9% YoY
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
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 : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 70.9x leaves little room for execution misses.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.6x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Key Dynamics to Monitor
ADI profiles as a growth stock while EQIX is a value play — different risk/reward profiles.
ADI carries more volatility with a beta of 1.05 — 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 (72/100 vs 50/100), 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.
Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
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