ADI vs RMBS
Analog Devices vs Rambus — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
| Metric | ADI | RMBS |
|---|
| AI Score |
68
|
64
|
| Price |
$389.87
|
$101.41
|
| P/E Ratio |
57.68×
|
45.73×
|
| ROE |
6.7%
|
16.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
78.3%
|
| Debt / Equity |
0.26×
|
0.01×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
57.4
|
| Beta |
1.188
|
1.84
|
| Expected Upside |
+14.3%
|
+7.5%
|
AI Committee View
Current Innellis committee reasoning for ADI versus RMBS.
ADI leads by 4 points.
ADI scores 68/100 (Buy) versus RMBS 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
RMBS 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 45.9 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 17.4% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 45.9 is expensive by classic value standards — Value
- Price-to-book of 7.2x prices in significant intangible value — Value
- Bollinger bandwidth of 25.9% signals elevated volatility — Risk