Analog Devices vs Dell Technologies
Analog Devices, Inc. and Dell Technologies Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Analog Devices, Inc. and Dell Technologies Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Why It's Moving
Analog Devices Caps Fiscal 2025 with Blowout Q4 Results, Fueling Investor Optimism
- Q4 revenue hit $3.08B (+26% YoY) and FY25 totaled $11.02B (+17% YoY), with gross margins expanding to 63.1% signaling pricing power and efficiency gains.
- Generated $4.8B operating cash flow (44% of revenue) and $4.3B free cash flow, returning 96% to shareholders via $2.2B buybacks and $1.9B dividends, plus a $0.99 quarterly dividend.
- CEO Vincent Roche highlighted healthy bookings in industrial and communications, positioning ADI to capitalize on secular growth despite macro headwinds.
Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum
- Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
- Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
- The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.
Analog Devices Caps Fiscal 2025 with Blowout Q4 Results, Fueling Investor Optimism
- Q4 revenue hit $3.08B (+26% YoY) and FY25 totaled $11.02B (+17% YoY), with gross margins expanding to 63.1% signaling pricing power and efficiency gains.
- Generated $4.8B operating cash flow (44% of revenue) and $4.3B free cash flow, returning 96% to shareholders via $2.2B buybacks and $1.9B dividends, plus a $0.99 quarterly dividend.
- CEO Vincent Roche highlighted healthy bookings in industrial and communications, positioning ADI to capitalize on secular growth despite macro headwinds.
Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum
- Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
- Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
- The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.
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 BasketWhich 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 BasketInvestment 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 is well-positioned in high-growth sectors such as digital healthcare, mobility, and industrial automation, supporting long-term innovation.
Considerations
- The stock trades at a high valuation, with a P/E ratio of 60.20, which may limit upside and increase sensitivity to earnings misses.
- Recent share price performance has lagged the broader market, with a negative one-month return compared to positive S&P 500 movement.
- Earnings growth is exposed to cyclical semiconductor demand, which can be volatile and sensitive to macroeconomic conditions.
Pros
- Dell Technologies benefits from a diversified product portfolio spanning enterprise hardware, software, and cloud solutions.
- The company has improved profitability through cost optimisation and a strategic focus on higher-margin infrastructure solutions.
- Dell maintains a strong market position in enterprise IT, with ongoing demand for data centre modernisation and hybrid cloud adoption.
Considerations
- Dell's revenue growth remains modest, constrained by competitive pressures in the PC and server markets.
- The business is exposed to supply chain volatility and component pricing fluctuations, which can impact margins.
- High levels of debt on the balance sheet increase financial risk, particularly in a rising interest rate environment.
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