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

$148.55B

Market Cap

$104.42B

-7.04%

Potential Profit

11.98%

Buy

Analyst Rating

Hold

Why It's Moving

Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings

Oppenheimer boosted its price target to $350 from $265, maintaining Outperform amid AI strength and cyclical recovery potential.
Susquehanna lifted target to $360 from $350 with a Positive rating, citing in-line Q4 results, steadying upcycle, and broadening AI infrastructure demand.
BofA raised target to $350 from $320 on Buy, expecting modest Q4 beats and Q1 raises led by industrial semis and robust AI businesses.

Sentiment:

🐃Bullish

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence

Board authorized $6B share repurchase on January 14, allowing buyback of 5.8% of shares to capitalize on perceived undervaluation.
Q2 earnings set for pre-market January 28, with FY2026 guidance of $10.81–$11.01 EPS amid consensus hold rating.
Earned 20th straight spot on Fortune’s Most Admired Companies list, highlighting sustained leadership in payroll and HR solutions.

Sentiment:

🐃Bullish

Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings

Oppenheimer boosted its price target to $350 from $265, maintaining Outperform amid AI strength and cyclical recovery potential.
Susquehanna lifted target to $360 from $350 with a Positive rating, citing in-line Q4 results, steadying upcycle, and broadening AI infrastructure demand.
BofA raised target to $350 from $320 on Buy, expecting modest Q4 beats and Q1 raises led by industrial semis and robust AI businesses.

Sentiment:

🐃Bullish

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence

Board authorized $6B share repurchase on January 14, allowing buyback of 5.8% of shares to capitalize on perceived undervaluation.
Q2 earnings set for pre-market January 28, with FY2026 guidance of $10.81–$11.01 EPS amid consensus hold rating.
Earned 20th straight spot on Fortune’s Most Admired Companies list, highlighting sustained leadership in payroll and HR solutions.

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' next earnings date is February 18, 2026, when the company will release its Q1 fiscal 2026 financial results before market open. This follows the Q4 fiscal 2025 report issued on November 25, 2025. A conference call with executives is scheduled for 10:00 a.m. Eastern time that day.

ADP (ADP) Next Earnings Date

Automatic Data Processing (ADP) is scheduled to report its next earnings on January 28, 2026, for the second quarter of fiscal 2026, covering the period ending December 2025. This date has been officially announced by the company, with the release expected before market open followed by a conference call. As of today, this remains the confirmed upcoming earnings event for investors to monitor.

Analog Devices (ADI) Next Earnings Date

Analog Devices' next earnings date is February 18, 2026, when the company will release its Q1 fiscal 2026 financial results before market open. This follows the Q4 fiscal 2025 report issued on November 25, 2025. A conference call with executives is scheduled for 10:00 a.m. Eastern time that day.

ADP (ADP) Next Earnings Date

Automatic Data Processing (ADP) is scheduled to report its next earnings on January 28, 2026, for the second quarter of fiscal 2026, covering the period ending December 2025. This date has been officially announced by the company, with the release expected before market open followed by a conference call. As of today, this remains the confirmed upcoming earnings event for investors to monitor.

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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

Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence

Analyst Bullishness Fuels ADI Momentum Ahead of Q1 Earnings

ADP Gears Up for Pivotal Q2 Earnings as $6B Buyback Signals Board Confidence