ADI vs TER
Analog Devices vs Teradyne Inc. — AI-powered side-by-side comparison
ADI
Analog Devices
69
Buy
VS
| Metric | ADI | TER |
|---|
| AI Score |
69
|
67
|
| Price |
$389.43
|
$418.82
|
| P/E Ratio |
56.39×
|
56.01×
|
| ROE |
6.7%
|
19.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
59.3%
|
| Debt / Equity |
0.26×
|
0.03×
|
| Dividend Yield |
1.1%
|
0.1%
|
| RSI (14) |
52.2
|
66.9
|
| Beta |
1.212
|
1.793
|
| Expected Upside |
+16.9%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for ADI versus TER.
ADI leads by 2 points.
ADI scores 69/100 (Buy) versus TER at 67/100 (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 56.8 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 56.8 is expensive by classic value standards — Value
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth