Analog DevicesSea

Analog Devices vs Sea

Chip designer serving industrial, automotive, and communications markets vs Southeast Asian internet giant powering gaming and e-commerce. Which is the better buy for your portfolio in November 2026? Plain-English answer below.

Analog Devices designs high-performance analog and mixed-signal semiconductors that connect the real world to digital systems across industrial, automotive, and communications markets, while Sea Limit...

Why It’s Moving

Analog Devices

ADI Shares Dip Despite Sector Tailwinds and Completed Alif Acquisition

  • Shares closed at $406.24, reflecting a -3.23% change compared to the previous close, signaling short-term volatility amid positive sector news.
  • The company announced the completion of its acquisition of Alif Semiconductor, expanding its portfolio in edge AI and microcontroller markets.
  • Analysts highlight ADI's impressive history of earnings surprises and position it among key beneficiaries of soaring semiconductor sales driven by heavy investment in AI infrastructure.
Sentiment:
🌋Volatile
Sea

Sea Limited shares dip amid market volatility despite strong analyst upgrades highlighting deep value

  • Shares fell 5.69% in recent trading, underperforming the broader market index.
  • Analysts highlighted an exceptional free cash flow yield ranging between 7.5% and 11.3%, alongside ultra-low EV/sales and EV/EBITDA multiples compared to major global online retailers.
  • The company maintains an A+ balance sheet with significant net cash, supporting projected annual operating income growth of 25-30%.
Sentiment:
🌋Volatile

Investment Analysis

Pros

  • Analog Devices has demonstrated strong revenue growth, with quarterly revenue up 24.6% year-on-year, outpacing analyst expectations.
  • The company maintains a robust balance sheet, with a current ratio of 2.32 and a low debt-to-equity ratio of 0.24.
  • Analog Devices benefits from diversified exposure across industrial, automotive, and healthcare markets, supporting long-term demand resilience.

Considerations

  • The stock trades at a high valuation, with a PE ratio of 60.20, which may limit near-term upside and increase volatility risk.
  • Recent share price performance has lagged the broader market, with a negative return over the past month despite sector strength.
  • The semiconductor industry faces cyclical demand risks, and Analog Devices' exposure to global supply chains could amplify macroeconomic headwinds.
Sea

Sea

SE

Pros

  • Sea Limited has a dominant position in Southeast Asia's e-commerce and digital payments markets, supported by strong regional growth trends.
  • The company's diversified business model, spanning e-commerce, fintech, and gaming, provides multiple avenues for revenue expansion.
  • Sea has demonstrated improving profitability in recent quarters, with its core segments showing positive operating leverage.

Considerations

  • Sea's valuation remains elevated relative to peers, reflecting high growth expectations that may be difficult to sustain in a competitive market.
  • The company faces regulatory scrutiny in key markets, which could impact expansion plans and operational flexibility.
  • Sea's gaming segment is exposed to changing consumer preferences and regulatory risks, which may affect long-term revenue stability.

Analog Devices (ADI) Next Earnings Date

Analog Devices is scheduled to release its next earnings report on November 24, 2026, before the market opens. This upcoming announcement will cover the company's fiscal fourth quarter results for the period ending in late October 2026. The confirmed date aligns with ADI’s historical pattern of reporting quarterly results approximately three months after the prior filing.

Sea (SE) Next Earnings Date

The next confirmed earnings date for Sea Limited is November 10, 2026, scheduled to be released before market opens. This report will cover the company's financial performance for the third quarter of 2026. Investors should note that this timing aligns with the firm's historical pattern of reporting approximately three months after the previous quarter's close.

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