Analog Devices vs ADP

Analog Devices and ADP are presented here in a neutral comparison of business models, financial performance, and market context. This page aims to explain how each company operates and performs within its sector, without favouring one over the other. Educational content, not financial advice.

Analog Devices and ADP are presented here in a neutral comparison of business models, financial performance, and market context. This page aims to explain how each company operates and performs within...

Comparison Snapshot

Key Financial Metrics

ADI

Metric

ADP

$154.83B

Market Cap

$99.68B

-10.86%

Potential Profit

15.12%

Buy

Analyst Rating

Hold

Why It's Moving

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
sentiment_tag

Sentiment:

🐃Bullish

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost

Launched ADP Assist AI agents for payroll, HR, analytics, and tax, leveraging global data to tackle real workforce issues and win new deals.
Raised FY26 EPS guidance to $10.09-$11.01 above street expectations, ES revenue growth to 6%, and net investment impact by $10 million to $1.27-$1.29 billion.
Board approved $6 billion share buyback while PEO revenue grew 6%, highlighting solid new business bookings and margin gains from operating leverage.

Sentiment:

🐃Bullish

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

Stock touched $318.70 intraday on Feb 2 after hitting $319.26 52-week high, up sharply from recent closes around $303, reflecting sustained buying interest.
Fiscal 2025 delivered 17% revenue growth, 41.9% operating margins, and record free cash flow; latest quarter EPS beat at $2.26 vs. $2.22 expected with 25.9% YoY revenue jump, signaling robust demand.
Analysts boosted targets like Susquehanna to $360 with 'positive' rating, consensus 'Moderate Buy' at $312+, despite CEO planning another 10K share sale today.
sentiment_tag

Sentiment:

🐃Bullish

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost

Launched ADP Assist AI agents for payroll, HR, analytics, and tax, leveraging global data to tackle real workforce issues and win new deals.
Raised FY26 EPS guidance to $10.09-$11.01 above street expectations, ES revenue growth to 6%, and net investment impact by $10 million to $1.27-$1.29 billion.
Board approved $6 billion share buyback while PEO revenue grew 6%, highlighting solid new business bookings and margin gains from operating leverage.

Sentiment:

🐃Bullish

Investment Analysis

Analog Devices

ADI

Pros

Analog Devices holds a significant market share lead in converter chips used in industrial and automotive markets, which are growth drivers.
The company has a broad product portfolio spanning analog, mixed-signal, and digital signal processing technologies with high-performance and specialized ICs.
Wall Street analysts collectively forecast a positive price target averaging around $275 for the next 12 months, indicating expected appreciation potential.

Considerations

Analog Devices stock currently trades at a substantial premium to its fair value, implying overvaluation risk with a 479% market price to fair value ratio.
The company's valuation metrics and scorecard indicate it is not undervalued by traditional methods, suggesting limited near-term price multiple expansion.
Near-term price forecasts suggest slight downside or muted growth with some technical indicators showing a neutral to fearful sentiment environment.

ADP

Pros

ADP has a well-established business model with diversified revenue from payroll services, human resource management, and technology solutions.
The company benefits from long-term contracts and steady demand in HR outsourcing and data processing, supporting stable cash flow generation.
ADP maintains a strong balance sheet and consistent dividend yield, appealing to income-focused investors seeking defensive exposure.

Considerations

ADP faces competitive pressures and technological disruption risks from newer digital payroll and HR software providers.
Growth rates may be constrained by macroeconomic factors affecting employment trends and corporate spending on HR services.
Regulatory and compliance costs in multiple jurisdictions increase operational complexity and could pressure margins over time.

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About The Companies

Analog Devices (ADI)

Analog Devices, Inc. (ADI) is a US-based designer and supplier of analogue, mixed‑signal and digital signal processing semiconductors used to convert, condition and interpret real‑world signals. Investors should know ADI serves industrial automation, automotive, communications, healthcare and instrumentation markets with products such as data converters, amplifiers, power management and sensor interfaces. The company benefits from deep engineering expertise, recurring revenue streams and a largely fab‑light model supplemented by strategic manufacturing partnerships and acquisitions. At a market capitalisation of about $121.2bn, ADI combines stable end‑market exposure with selective growth initiatives. Key risks include the cyclical nature of the semiconductor industry, competition from other analogue players, supply‑chain disruption and sensitivity to macro demand. Valuation, product cadence and customer traction matter for future returns. This is general, educational information and not personal financial advice; suitability depends on your circumstances and values can rise and fall.

ADP (ADP)

Automatic Data Processing, Inc. (ADP) is a large-cap provider of payroll, human capital management (HCM), benefits administration and outsourcing services for businesses. It combines cloud-based software, data analytics and outsourcing to handle payroll processing, HR administration, tax filing and compliance. ADP’s revenue mix—subscription fees and services—tends to produce recurring cash flow, and its market capitalisation (about $115.0bn) reflects a broad client base and scale. Investors often watch ADP for steady revenue, margin improvement from technology investments, and a history of dividend payments, but past performance is not a guide to the future. Key risks include competition from cloud-native HR platforms, regulatory and tax complexity in multiple jurisdictions, and sensitivity to economic cycles that affect employment levels. This content is for educational purposes only and not personal financial advice; suitability depends on your circumstances and you should consult a professional before investing.

Analog Devices (ADI) Next Earnings Date

Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.

ADP (ADP) Next Earnings Date

Automatic Data Processing (ADP) reported its Q2 fiscal 2026 earnings on January 28, 2026, covering the quarter ended December 2025. The next earnings release, for Q3 fiscal 2026 (period ending March 2026), is expected on or around April 29, 2026, aligning with historical patterns of late April or early May reporting. Analyst estimates place this approximately four weeks after the fiscal quarter end, though ADP has not yet officially confirmed the precise date.

Analog Devices (ADI) Next Earnings Date

Analog Devices (ADI) is scheduled to report its first-quarter fiscal 2026 earnings on February 18, 2026, prior to market open, followed by a conference call at 10:00 AM ET. This release will cover the quarter ending in January 2026, succeeding the prior Q4 2025 results reported on November 25, 2025. Investors should note this as the next key catalyst amid ongoing market focus on semiconductor demand trends.

ADP (ADP) Next Earnings Date

Automatic Data Processing (ADP) reported its Q2 fiscal 2026 earnings on January 28, 2026, covering the quarter ended December 2025. The next earnings release, for Q3 fiscal 2026 (period ending March 2026), is expected on or around April 29, 2026, aligning with historical patterns of late April or early May reporting. Analyst estimates place this approximately four weeks after the fiscal quarter end, though ADP has not yet officially confirmed the precise date.

Which Baskets Do They Appear In?

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Which Baskets Do They Appear In?

Microchips

The tiny components powering our digital world are creating massive investment opportunities. These carefully selected semiconductor stocks represent the companies building the foundation for AI, smart devices, and our technological future.

Published: May 24, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost

Analog Devices Hits Fresh 52-Week High on Earnings Momentum and Analyst Upgrades

ADP Powers Ahead with Q2 Earnings Beat and AI-Driven Outlook Boost