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ADI$403.42-2.70%
Fair $403.42+0.0%

ADI

Analog Devices, Inc.

Technology / SemiconductorsNasdaqGS

$403.42

-11.16 (-2.70%)

Fairly Valued+0.0%Fair Value $403.42Fund rank 40/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 85.7/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

61/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ADILocal privado en este navegador · Analog Devices, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$196.5B

P/E

59.9x

↑

EV/EBITDA

41.0x

↑

ROE

6.7%

↑

Gross Margin

61.5%

↑

Debt/Equity

0.26

↑
52-Week Range$403
$211$436

TradingView lightweight chart

ADI price, volumen y niveles de valoración

Último $402.69Periodo +793.0%
Fair value: $403.42

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+8.7%

FCF CAGR

+10.8%

FCF margin

38.8%

FCF / Net income

1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.02B · net income $2.27B · FCF $4.28B

2007-FY → 2025-FY

Gross margin

61.5%+0.3% pts

Operating margin

27.2%+4.2% pts

Net margin

20.6%+0.4% pts

FCF margin

38.8%+11.3% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$11.02B$11.02B$9.43B$12.31B$12.01B$7.32B$5.60B$5.99B$6.22B$5.25B$3.42B$3.44B$2.86B$2.63B$2.70B$2.99B$2.76B$2.01B$2.58B$2.46B
Net Income$2.27B$2.27B$1.64B$3.31B$2.75B$1.39B$1.22B$1.36B$1.51B$805.4M$861.7M$696.9M$629.3M$673.5M$651.2M$867.4M$712.1M$247.8M$786.3M$496.9M
EBITDA$5.03B$5.03B$4.20B$6.17B$5.60B———————————————
EPS4.564.563.286.555.253.463.28——————2.142.132.812.330.852.651.50
Gross Margin61.5%61.5%57.1%64.0%62.7%61.8%65.9%67.0%68.3%60.4%65.1%65.8%63.9%64.3%64.5%66.4%65.2%55.5%61.1%61.2%
Operating Margin27.2%27.2%22.0%32.4%29.6%23.1%26.7%28.6%30.5%22.2%30.0%24.2%26.3%28.6%30.5%35.8%32.6%14.1%24.2%23.1%
Net Margin20.6%20.6%17.3%26.9%22.9%19.0%21.8%22.8%24.2%15.4%25.2%20.3%22.0%25.6%24.1%29.0%25.8%12.3%30.4%20.2%
Balance Sheet
Debt/Equity0.260.260.220.200.18———————————————
Current Ratio1.751.75——————————————————
Cash Flow
Free Cash Flow$4.28B$4.28B$3.12B$3.56B$3.78B$2.39B$1.84B$1.98B$2.19B$950.3M$1.16B$753.8M$693.7M$789.3M$682.4M$777.5M$879.6M$376.1M$512.0M$678.6M
Returns
ROE6.7%6.7%4.6%9.3%7.5%3.7%10.2%11.6%13.4%7.9%16.7%13.7%13.2%14.2%15.6%22.9%22.3%9.8%32.5%—
Valuation
P/E59.9259.9268.8425.6427.48———————————————
EV/EBITDA41.0041.0028.1314.7614.41———————————————
P/B5.915.913.202.392.07———————————————
Growth & Yield
Revenue Growth16.9%16.9%-23.4%2.4%—30.6%-6.5%-3.8%18.6%53.3%-0.4%19.9%8.8%-2.5%-9.8%8.4%37.1%-22.0%4.8%—
EPS Growth39.0%39.0%-49.9%24.8%—5.5%———————0.5%-24.2%20.6%174.1%-67.9%76.7%—
Dividend Yield1.1%1.1%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

98.7%

muy exigente

EPS terminal req.

$35.80

Spread vs growth

-59.7%

5Y implied EPS CAGR

56.9%

muy exigente

EPS terminal req.

$43.31

Spread vs growth

-17.8%

10Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$69.76

Spread vs growth

7.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +89.3%

Total return

+89.3%

Start / end P/E

65.2x → 88.3x

EPS bridge

3.28 → 4.56

Residual

+13.8%

EPS growth+39.0%
Multiple rerating+35.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term+13.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.