ACGL vs ADI Stock Comparison
Scores Breakdown
| Metric | ACGL | ADI |
|---|---|---|
| 📈 Growth | 16/30 | 28/30 |
| 💰 Profitability | 17/20 | 18/20 |
| 🏦 Financial Health | 18/20 | 18/20 |
| 💵 Valuation | 14/20 | 14/20 |
| ⚠️ Risk (lower is better) | 4/10 | 5/10 |
| Overall Score | 71/100 | 83/100 |
Side-by-Side Summaries
| ACGL Analysis | ADI Analysis |
|---|---|
📈 Growth & Financial TrajectoryFrom 2024 Q3 to 2026 Q2, Revenues remained in a tight band around $4.47–$5.21B, finishing at $4.67B in 2026 Q2 (slightly below the start). The eight-quarter path shows a trough in 2025 Q3 ( 💰 Margins & Cash FlowOperating margins have been solid, frequently in the mid-20s to low-30s range (examples: 2025 Q1 ~30%, 2025 Q3 ~34%, 2024 Q4 ~14–21% depending on quarter’s mix). This indicates healthy operating leverage when revenue spikes occur. Cash flow shows robust operating activity: Net Cash Flow From Operating Activities generally around $1.1–$2.2B per quarter (e.g., 2026 Q2 ~$1.32B, 2025 Q4 ~$2.19B). Investing activities are routinely negative, with ongoing cash used for growth, while financing activity varies by quarter. Overall, cash generation supports ongoing liquidity and shareholder value. 🛡️ Balance Sheet & LiquidityBalance sheets exhibit solid liquidity and limited noncurrent leverage. Across quarters, current assets exceed current liabilities (e.g., 2026 Q2: $85.18B vs. $61.15B current liabilities), yielding a healthy current ratio (~1.4). Noncurrent liabilities are effectively zero, and equity attributable to parent sits around $24.0–$24.2B, implying durable solvency and resilience against near-term shocks. ⚠️ Key Drivers & Risks
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📈 Growth & Financial TrajectoryOver the eight quarters, ADI demonstrates a clear uptrend in top-line and bottom-line. Revenues rose from about $2.44B in 2024 Q4 to about $4.02B in 2026 Q3, a roughly 64% expansion. Net income to parent grew from about $478M in 2024 Q4 to about $1.34B in 2026 Q3, despite a dip in 2025 Q1, indicating improving profitability and operating leverage. The sequence shows steady quarterly progression and resilience during 2025. 💰 Margins & Cash FlowGross margin runs in the mid-60s percent across quarters, supporting sustainable returns as revenue scales. Operating income remains robust, with healthy leverage by 2026 Q3. Cash flow from operating activities stayed positive across the period (e.g., around $1.6B in several quarters) even as investing/financing cash flows varied; free cash flow is generally supported by earnings. 🛡️ Balance Sheet & LiquidityBalance sheet is robust: Equity around $33–35B and total assets near $48B, with liabilities around $14B, implying conservative leverage. Current ratio fluctuates above 1, signaling solid liquidity. ⚠️ Key Drivers & Risks
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