ADI vs PAYC
Analog Devices vs Paycom Software, Inc. — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
PAYC
Paycom Software, Inc.
57
Watch
| Metric | ADI | PAYC |
|---|
| AI Score |
68
|
57
|
| Price |
$385.26
|
$212.31
|
| P/E Ratio |
57.00×
|
22.51×
|
| ROE |
6.7%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
80.1%
|
| Debt / Equity |
0.26×
|
1.72×
|
| Dividend Yield |
1.1%
|
0.7%
|
| RSI (14) |
56.9
|
84.0
|
| Beta |
1.212
|
0.725
|
| Expected Upside |
+16.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus PAYC.
ADI leads by 11 points.
ADI scores 68/100 (Buy) versus PAYC at 57/100 (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
PAYC Committee View
67% 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. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 31.0% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.2x prices in significant intangible value — Value
- RSI at 84 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical