Analog Devices
ADI Β· Semiconductors
$391.07
1.4%STMicroelectronics
STM Β· Semiconductors
$44.02
οΏ½οΏ½The short version
- STMicroelectronics is the larger business, with $11.8B of revenue in fiscal 2025 against $11.0B for Analog Devices.
- Analog Devices grew revenue faster (16.9%, against β11.1%).
- Analog Devices kept more of each dollar of sales as operating profit (26.6% operating margin, against 1.5% operating margin).
- Analog Devices earned a higher return on the capital invested in it (6.2%, against 0.5%).
| Latest fiscal year | ADI Β· FY25 | STM Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $191.2B | $40.6B |
| Revenue | $11.0B | $11.8B |
| Free cash flow | $4.3B | β |
| Net income | $2.3B | $166M |
| Growth | ||
| Revenue growth | 16.9% | β11.1% |
| 5-year growth | 14.5% | 2.9% |
| Share count change | β0.4% | β1.7% |
| Profitability | ||
| Gross margin | 61.5% | 33.9% |
| Operating margin | 26.6% | 1.5% |
| Net margin | 20.6% | 1.4% |
| FCF margin | 38.8% | β |
| Return on capital | 6.2% | 0.5% |
| Return on equity | 6.6% | 0.9% |
| Balance sheet | ||
| Net debt | $4.9B | β$1.6B |
| Net debt / EBITDA | 1.0x | β0.8x |
| Dividends and buybacks | $4.1B | $688M |
| Valuation & quality | ||
| P/E | 46.5x | β |
| Piotroski F-score | 8 | 6 |
FY16
ADI $3.4B
STM $7.0B
FY17
ADI $5.1B
STM $8.3B
FY18
ADI $6.2B
STM $9.7B
FY19
ADI $6.0B
STM $9.6B
FY20
ADI $5.6B
STM $10.2B
FY21
ADI $7.3B
STM $12.8B
FY22
ADI $12.0B
STM $16.1B
FY23
ADI $12.3B
STM $17.3B
FY24
ADI $9.4B
STM $13.3B
FY25
ADI $11.0B
STM $11.8B
ADI
STM
FY16
ADI 30.1%
STM 3.3%
FY17
ADI 22.8%
STM 12.0%
FY18
ADI 30.6%
STM 14.5%
FY19
ADI 28.6%
STM 12.6%
FY20
ADI 26.7%
STM 13.0%
FY21
ADI 23.1%
STM 19.0%
FY22
ADI 27.3%
STM 27.5%
FY23
ADI 31.1%
STM 26.7%
FY24
ADI 21.6%
STM 12.6%
FY25
ADI 26.6%
STM 1.5%
ADI
STM
FY16
ADI $1.2B
STM β
FY17
ADI $950M
STM β
FY18
ADI $2.2B
STM β
FY19
ADI $2.0B
STM β
FY20
ADI $1.8B
STM β
FY21
ADI $2.4B
STM β
FY22
ADI $3.8B
STM β
FY23
ADI $3.6B
STM β
FY24
ADI $3.1B
STM β
FY25
ADI $4.3B
STM β
ADI
STM
FY16
ADI 32.2%
STM 4.6%
FY17
ADI 10.1%
STM 18.9%
FY18
ADI 10.3%
STM 24.3%
FY19
ADI 9.4%
STM 16.9%
FY20
ADI 8.5%
STM 15.8%
FY21
ADI 5.8%
STM 25.1%
FY22
ADI 6.9%
STM 38.9%
FY23
ADI 8.5%
STM 30.8%
FY24
ADI 4.5%
STM 9.0%
FY25
ADI 6.2%
STM 0.5%
ADI
STM
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.