Analog Devices vs Microchip Technology
ADI and MCHP side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ADI and MCHP compare
Analog Devices is the larger company, worth 4.8 times as much as Microchip Technology ($202B against $42.0B).
On earnings, Analog Devices is cheaper: it trades at 49.5× trailing earnings, against 115× for Microchip Technology.
Analog Devices grew revenue faster over the last twelve months (33.6% versus 20.9% for Microchip Technology).
Analog Devices keeps more of each dollar of sales as profit, with a net margin of 29.8% compared with 9.3% at Microchip Technology.
Both pay dividends: Analog Devices yields 1.0% and Microchip Technology 2.4%.
Analog Devices scores higher on the StockData Score (18 against 12 for Microchip Technology), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ADI | MCHP |
|---|---|---|
| Size and price | ||
| Market cap | $202B | $42.0B |
| Share price | $417.11 | $77.34 |
| Change, 1 year | 77.5% | 23.7% |
| Change, 5 years | 126% | −9.8% |
| Beta (5Y) | 1.32 | 1.67 |
| Employees | 25K | 18K |
| StockData Score | ||
| Total score | 18 (better) | 12 |
| Valuation score | 1 (better) | 0 |
| Growth score | 3 | 3 |
| Performance score | 5 (better) | 2 |
| Health score | 5 (better) | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 49.5× (better) | 115× |
| P/S | 14.6× | 8.2× (better) |
| P/B | 6.0× (better) | 6.5× |
| EV/EBITDA | 42.3× | 32.0× (better) |
| P/FCF | 40.9× | 37.8× (better) |
| FCF yield | 2.4% | 2.6% (better) |
| Fair value | $314.10 | $33.00 |
| Margin of safety | −32.8% (better) | −134% |
| Growth | ||
| Revenue growth (TTM) | 33.6% (better) | 20.9% |
| Revenue growth, 5Y average | 14.5% (better) | −2.8% |
| Net income growth (TTM) | 111% | – |
| EPS growth (TTM) | 115% | – |
| EPS growth, 5Y average | 6.8% (better) | −19.5% |
| Profitability | ||
| Gross margin | 65.8% (better) | 60.2% |
| Operating margin | 35.5% (better) | 15.5% |
| Net margin | 29.8% (better) | 9.3% |
| FCF margin | 35.6% (better) | 21.7% |
| Return on equity | 12.2% (better) | 7.2% |
| Return on invested capital | 10.9% (better) | 5.6% |
| Financial health | ||
| Debt / equity | 0.27 (better) | 0.83 |
| Net debt / EBITDA | 1.38 (better) | 3.46 |
| Interest coverage | 14.1× (better) | 3.7× |
| Current ratio | 1.25 | 1.92 (better) |
| Altman Z-score | 9.17 (better) | 4.28 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.0% | 2.4% (better) |
| Payout ratio | 49.4% | 206% |
| Years of dividend growth | 16 | 17 (better) |
| Dividend growth, 5Y average | 10.1% | 19.5% (better) |
| Buyback yield | 1.5% (better) | −0.15% |
| Shareholder yield | 2.6% (better) | 2.2% |
| Ownership | ||
| Held by institutions | 91.3% | 100% |
| Held by insiders | 0.26% | 2.0% |
| Insider net buying, 12 months | −$97.6M | −$71.1M (better) |
| Superinvestors holding | 6 (better) | 2 |
| Short interest, % of float | 2.1% | – |
Go deeper
- ADI stock overview
- ADI income statement
- ADI valuation and score
- MCHP stock overview
- MCHP income statement
- MCHP valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.