Analog Devices vs STMicroelectronics
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KIRA’s take AI analyst
I put Analog Devices and STMicroelectronics side by side, using each one’s latest annual report. Here is what stands out:
- 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 −11.1%).
- Analog Devices kept more of each dollar of sales as operating profit (26.6% operating margin, against 1.5%).
- Analog Devices earned a higher return on the capital invested in it (6.2%, against 0.5%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Analog Devices
ADI
8/10
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalReturn on equityPiotroski F-score
STMicroelectronics
STM
2/10
Net debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | ADI FY25 | STM FY25 |
|---|---|---|
| Size | ||
| Market cap | $199.4B | $41.7B |
| Revenue | $11.0B | $11.8B |
| Free cash flow | $4.3B | — |
| Net income | $2.3B | $166M |
| Growth | ||
| Revenue growth | 16.9% | −11.1% |
| 5-year growth | 14.5% | 2.9% |
| Share count change | −0.4% | −1.7% |
| Profitability | ||
| Gross margin | 61.5% | 33.9% |
| Operating margin | 26.6% | 1.5% |
| Net margin | 20.6% | 1.4% |
| FCF margin | 38.8% | — |
| Return on capital | 6.2% | 0.5% |
| Return on equity | 6.6% | 0.9% |
| Balance sheet | ||
| Net debt | $4.9B | −$1.6B |
| Net debt / EBITDA | 1.0x | −0.8x |
| Dividends and buybacks | $4.1B | $688M |
| Valuation & quality | ||
| P/E | 48.4x | — |
| Piotroski F-score | 8 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.