ADI vs DT
Analog Devices vs Dynatrace — AI-powered side-by-side comparison
ADI
Analog Devices
67
Buy
VS
| Metric | ADI | DT |
|---|
| AI Score |
67
|
64
|
| Price |
$389.87
|
$48.95
|
| P/E Ratio |
57.68×
|
96.30×
|
| ROE |
6.7%
|
6.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
81.4%
|
| Debt / Equity |
0.26×
|
0.07×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
69.6
|
| Beta |
1.188
|
0.732
|
| Expected Upside |
+14.3%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for ADI versus DT.
ADI leads by 3 points.
ADI scores 67/100 (Buy) versus DT at 64/100 (Buy).
ADI Committee View
67% agreement
6 analysts
The primary driver is revenue growing 29.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 57.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 57.3 is expensive by classic value standards — Value
DT Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 22.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Bollinger bandwidth of 22.3% signals elevated volatility — Risk