ADI vs NOVT
Analog Devices vs Novanta — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
| Metric | ADI | NOVT |
|---|
| AI Score |
68
|
66
|
| Price |
$385.26
|
$167.66
|
| P/E Ratio |
57.00×
|
105.48×
|
| ROE |
6.7%
|
4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
42.5%
|
| Debt / Equity |
0.26×
|
0.17×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
56.9
|
67.4
|
| Beta |
1.212
|
1.676
|
| Expected Upside |
+16.0%
|
+3.0%
|
AI Committee View
Current Innellis committee reasoning for ADI versus NOVT.
ADI leads by 2 points.
ADI scores 68/100 (Buy) versus NOVT at 66/100 (Buy).
ADI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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
NOVT 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 23.1% 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 23.1% signals elevated volatility — Risk