ADI vs TSEM
Analog Devices vs Tower Semiconductor Ltd. — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
TSEM
Tower Semiconductor Ltd.
58
Watch
| Metric | ADI | TSEM |
|---|
| AI Score |
68
|
58
|
| Price |
$385.26
|
$249.61
|
| P/E Ratio |
57.00×
|
100.07×
|
| ROE |
6.7%
|
7.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
26.9%
|
| Debt / Equity |
0.26×
|
0.05×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
56.9
|
59.0
|
| Beta |
1.212
|
0.902
|
| Expected Upside |
+16.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for ADI versus TSEM.
ADI leads by 10 points.
ADI scores 68/100 (Buy) versus TSEM at 58/100 (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
TSEM 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. Value Analyst remains cautious — p/e of 100.2 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 133.9% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.05) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 100.2 is expensive by classic value standards — Value
- Price-to-book of 4.5x prices in significant intangible value — Value
- Revenue declining -12.6% YoY -- this is not a growth story right now — Growth