ADI vs STM
Analog Devices vs STMicroelectronics N.V. — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
STM
STMicroelectronics N.V.
54
Watch
| Metric | ADI | STM |
|---|
| AI Score |
68
|
54
|
| Price |
$385.26
|
$55.03
|
| P/E Ratio |
57.00×
|
104.06×
|
| ROE |
6.7%
|
0.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
34.3%
|
| Debt / Equity |
0.26×
|
0.23×
|
| Dividend Yield |
1.1%
|
0.6%
|
| RSI (14) |
56.9
|
48.6
|
| Beta |
1.212
|
1.563
|
| Expected Upside |
+16.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus STM.
ADI leads by 14 points.
ADI scores 68/100 (Buy) versus STM at 54/100 (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
STM Committee View
50% 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 -11.1% 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
- Price-to-book of 1.2x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 166.3 is expensive by classic value standards — Value
- ROE of only 1.6% -- cheap may mean cheap for a reason — Value
- Revenue declining -11.1% YoY -- this is not a growth story right now — Growth