Analog Devices is a critical Integrated Device Manufacturer (IDM) specializing in high-performance analog, mixed-signal, and power management integrated circuits. It provides the necessary signal chain integrity and power density controls essential for high-end industrial automation and AI infrastructure.
ADI is currently transitioning from an industrial inventory digestion phase (C1) back into a robust growth period driven by secular AI CapEx (C2). The strong sequential revenue growth (+6.8% QoQ) and expanding gross margins (GM trend +0.99%) confirm a cycle turn off the bottom. The company operates with exceptional efficiency, boasting a TTM FCF Margin of 38.83% and high R&D intensity (15.18%), cementing its 8.5 Market Power moat against commoditization in critical signal chains. The thesis hinges on the continued high demand for robust power management solutions in accelerated computing deployments (T6). The Quality Score of 50 reflects strong underlying fundamentals, though short-term momentum data (Acceleration) is currently unavailable for scoring.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 283.41 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
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| High | -- | -- | -- |
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β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
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| Terminal Value (PV) | -- | |||
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| Equity Value (EV + Cash - Debt) | -- | |||
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