Analog Devices ADI
Analog Devices is a semiconductor company that designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits for a wide range of industrial, automotive, communications, and healthcare applications. Analog Devices shows exceptional growth (revenue +39.6%, earnings +163.5%) with a 39.5% operating margin, but its valuation is demanding (P/E 46.75, EV/EBITDA 28.54) and rising interest rates pressure its multiple.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Analog Devices is a semiconductor company that designs and manufactures analog, mixed-signal, and digital signal processing integrated circuits for a wide range of industrial, automotive, communications, and healthcare applications. Analog Devices shows exceptional growth (revenue +39.6%, earnings +163.5%) with a 39.5% operating margin, but its valuation is demanding (P/E 46.75, EV/EBITDA 28.54) and rising interest rates pressure its multiple.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.4 |
| Quality / Moat | 6.7 |
| Valuation | 5.0 |
| Growth | 7.5 |
| Dividend | 5.9 |
| Momentum | 7.7 |
| Risk & Context | 4.8 |
OVERALL SCORE: 6.3/10
Context and risks
The surge in crude oil and geopolitical tensions with Iran pressure 10-year Treasury yields (5.17%). As a long-duration semiconductor company (P/E 46.75), ADI is sensitive to rate hikes, but its net debt/EBITDA of 0.99 limits the impact on its balance sheet. The main risk is pressure on its valuation multiple.
News considered in the analysis
- The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM — Artículo de blog de Zacks sin información nueva sobre la empresa; es una comparativa genérica de valores.
- Prediction: ON Semiconductor Could Be a Sleeper AI Infrastructure Winner — Artículo de opinión sobre un competidor (ON Semiconductor) sin impacto directo en ADI.
- What Does NVIDIA Offer That Texas Instruments Does Not? — Comparativa entre otras empresas del sector; no menciona a ADI ni aporta información sobre sus fundamentales.
- MCHP Expands 48V Power Portfolio: Can It Outpace TXN & ADI? — Noticia sobre la expansión de producto de un competidor (Microchip); no es información sobre ADI.
- ADI vs. MCHP: Which Semiconductor Stock Has an Upside Now? — Comparativa de análisis sin una recomendación concreta ni información nueva sobre ADI.
Verdict: Hold; strong growth and low debt offset the high valuation, but sensitivity to rates limits near-term upside.
Main risk: The main risk is the demanding valuation (P/E 46.75) in a rising rate environment, which could compress the multiple if growth decelerates.
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