ADI vs IPGP
Analog Devices vs IPG Photonics — AI-powered side-by-side comparison
ADI
Analog Devices
67
Buy
VS
IPGP
IPG Photonics
63
Buy
| Metric | ADI | IPGP |
|---|
| AI Score |
67
|
63
|
| Price |
$384.02
|
$84.80
|
| P/E Ratio |
57.68×
|
136.71×
|
| ROE |
6.7%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
38.4%
|
| Debt / Equity |
0.26×
|
0.01×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
47.5
|
| Beta |
1.212
|
0.999
|
| Expected Upside |
+14.3%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for ADI versus IPGP.
ADI leads by 4 points.
ADI scores 67/100 (Buy) versus IPGP at 63/100 (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 56.8 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 56.8 is expensive by classic value standards — Value
IPGP Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 136.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 136.8 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 36.2% signals elevated volatility — Risk