Analog Devices Inc (ADI)vsSeagate Technology PLC (STX)
ADI
Analog Devices Inc
$401.39
+1.37%
TECHNOLOGY · Cap: $206.14B
STX
Seagate Technology PLC
$925.99
+7.25%
TECHNOLOGY · Cap: $209.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Analog Devices Inc generates 16% more annual revenue ($12.74B vs $11.01B). ADI leads profitability with a 26.0% profit margin vs 21.6%. STX appears more attractively valued with a PEG of 0.64. STX earns a higher WallStSmart Score of 77/100 (B+).
ADI
Strong Buy73
out of 100
Grade: B
STX
Strong Buy77
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 38.1%
Revenue surging 37.2% year-over-year
Earnings expanding 110.5% YoY
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 440.9x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.0% and operating margin at 38.1%. Revenue growth of 37.2% demonstrates continued momentum.
Bull Case : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 62.9x leaves little room for execution misses.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 87.8x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 2.01 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (77/100 vs 73/100), backed by strong 21.6% margins and 44.1% revenue growth. Both earn "Strong Buy" and "Strong 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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