Analog Devices vs Texas Instruments
ADI and TXN 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 TXN compare
Texas Instruments is the larger company, worth 1.4 times as much as Analog Devices ($277B against $193B).
On earnings, Texas Instruments is cheaper: it trades at 39.4× trailing earnings, against 47.2× for Analog Devices.
Analog Devices grew revenue faster over the last twelve months (33.6% versus 20.3% for Texas Instruments).
Texas Instruments keeps more of each dollar of sales as profit, with a net margin of 34.3% compared with 29.8% at Analog Devices.
Both pay dividends: Analog Devices yields 1.1% and Texas Instruments 1.9%.
Analog Devices scores higher on the StockData Score (19 against 15 for Texas Instruments), 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 | TXN |
|---|---|---|
| Size and price | ||
| Market cap | $193B | $277B |
| Share price | $397.97 | $303.60 |
| Change, 1 year | 64.8% | 86.2% |
| Change, 5 years | 111% | 55.6% |
| Beta (5Y) | 1.34 | 1.13 |
| Employees | 25K | 33K |
| StockData Score | ||
| Total score | 19 (better) | 15 |
| Valuation score | 2 (better) | 0 |
| Growth score | 3 | 3 |
| Performance score | 5 (better) | 4 |
| Health score | 5 (better) | 4 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 47.2× | 39.4× (better) |
| P/S | 13.9× | 13.4× (better) |
| P/B | 5.7× (better) | 14.5× |
| EV/EBITDA | 40.5× | 33.4× (better) |
| P/FCF | 39.1× | 37.9× (better) |
| FCF yield | 2.6% | 2.6% (better) |
| Fair value | $310.37 | $226.32 |
| Margin of safety | −28.2% (better) | −34.1% |
| Growth | ||
| Revenue growth (TTM) | 33.6% (better) | 20.3% |
| Revenue growth, 5Y average | 14.5% (better) | 4.1% |
| Net income growth (TTM) | 111% (better) | 41.0% |
| EPS growth (TTM) | 115% (better) | 41.0% |
| EPS growth, 5Y average | 6.8% (better) | −1.8% |
| Profitability | ||
| Gross margin | 65.8% (better) | 60.2% |
| Operating margin | 35.5% | 40.8% (better) |
| Net margin | 29.8% | 34.3% (better) |
| FCF margin | 35.6% (better) | 35.2% |
| Return on equity | 12.2% | 39.7% (better) |
| Return on invested capital | 10.9% | 29.6% (better) |
| Financial health | ||
| Debt / equity | 0.27 (better) | 0.71 |
| Net debt / EBITDA | 1.38 | 0.64 (better) |
| Interest coverage | 14.1× | – |
| Current ratio | 1.25 | 5.59 (better) |
| Altman Z-score | 8.79 | 13.27 (better) |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.1% | 1.9% (better) |
| Payout ratio | 49.4% | 72.7% |
| Years of dividend growth | 16 | 16 |
| Dividend growth, 5Y average | 10.1% (better) | 8.1% |
| Buyback yield | 1.6% (better) | 0.23% |
| Shareholder yield | 2.7% (better) | 2.1% |
| Ownership | ||
| Held by institutions | 91.3% | 89.4% |
| Held by insiders | 0.24% | 0.16% |
| Insider net buying, 12 months | −$109M (better) | −$124M |
| Superinvestors holding | 6 | 8 (better) |
| Short interest, % of float | 2.0% | 2.0% |
Go deeper
- ADI stock overview
- ADI income statement
- ADI valuation and score
- TXN stock overview
- TXN income statement
- TXN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.