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ADI vs OTEX

Analog Devices vs Open Text Corporation — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
OTEX
Open Text Corporation
49
Watch
MetricADIOTEX
AI Score 68 49
Price $385.26 $23.96
P/E Ratio 57.00× 5.31×
ROE 6.7% 16.0%
Revenue Growth YoY
Gross Margin 64.5% 73.6%
Debt / Equity 0.26× 0.06×
Dividend Yield 1.1% 4.6%
RSI (14) 56.9 40.1
Beta 1.212 1.038
Expected Upside +16.0%

AI Committee View

Current Innellis committee reasoning for ADI versus OTEX.
ADI leads by 19 points.

ADI scores 68/100 (Buy) versus OTEX at 49/100 (Watch).

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
OTEX Committee View
33% agreement
6 analysts

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -0.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull Case
  • P/E of 11.7 is inexpensive for the broad market — Value
  • Dividend yield of 3.9% pays you to wait — Value
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • Debt-to-equity of 1.62 adds balance-sheet risk to the value case — Value
  • Revenue declining -0.2% YoY -- this is not a growth story right now — Growth
  • EPS declining -16.1% YoY despite any revenue growth — Growth
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
ADI Full Analysis OTEX Full Analysis