ACN vs ADI Stock Comparison

Scores Breakdown

Metric	ACN	ADI
📈 Growth	22/30	28/30
💰 Profitability	18/20	18/20
🏦 Financial Health	18/20	19/20
💵 Valuation	16/20	12/20
⚠️ Risk (lower is better)	4/10	4/10
Overall Score	80/100	83/100

Side-by-Side Summaries

ACN Analysis	ADI Analysis
📈 Growth & Financial Trajectory Over 8 quarters, revenues moved from $16.41B (2024 Q4) to $18.72B (2026 Q3), a cumulative rise of about 14%. Net income increased from roughly $1.68B to $2.34B, up about 39%, signaling improving operating leverage as scale widens. The trend shows quarterly fluctuations but an overall positive trajectory with gradually rising profitability. 💰 Margins & Cash Flow Gross margin remains in the 32-34% range, supporting durable profitability. Operating margin hovers around 16-17%, indicating meaningful operating leverage with revenue growth. Net cash flow from operating activities stays robust, averaging near $3.7B per quarter; the latest quarter shows a positive, albeit modest, overall cash position as investing and financing outflows offset operating cash flow. 🛡️ Balance Sheet & Liquidity Current assets around $28-29B vs. current liabilities near $19-22B, implying a healthy liquidity cushion (latest current ratio ~1.3–1.4). Noncurrent liabilities about $13-14B against equity of roughly $31-33B, with total assets near $63-69B, indicating solid balance-sheet resilience and solvency dynamics. ⚠️ Key Drivers & Risks Drivers: AI & Data/Cloud transformation demand; scalable global services with cross-sell opportunities. Risks: cyclicality in IT spend, valuation sensitivity to growth expectations, competitive intensity.	📈 Growth & Financial Trajectory Across eight quarters from 2024 Q3 to 2026 Q2, ANALOG DEVICES INC shows a steady top-line expansion: Revenues rise from about $2.31B to $3.62B, a ~56% gain. Net income climbs from ~$392M to ~$1,176M, up ~200%, signaling improving operating leverage as volumes scale. The trend is predominantly upward, with performance stepping higher into 2025–2026, culminating in a strong Q2 2026 print. 💰 Margins & Cash Flow Gross margin remains robust in the mid-50s to mid-60s percent range, supported by mix and pricing. Operating leverage improves as fixed costs amortize with volume. Operating cash flow is consistently positive; Net cash flow fluctuates due to financing activities, with Q2 2026 showing a negative quarterly net cash flow despite solid operating cash generation. Investing cash flow is modestly negative, while financing activity fluctuations drive quarterly cash flow swings. 🛡️ Balance Sheet & Liquidity Equity attributable to parent sits around the low-$30B level; Liabilities total roughly mid-$14B, with current assets near $5–7B and current liabilities around $3–4B, giving a healthy current ratio and ample liquidity cushion. The balance sheet shows strong equity, manageable leverage, and a solid asset base. ⚠️ Key Drivers & Risks Drivers: AI/data-center demand; automotive and industrial sensors. Risks: Semiconductor cyclicality; macro shifts and valuation sensitivity.

ACN Analysis

ADI Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, revenues moved from $16.41B (2024 Q4) to $18.72B (2026 Q3), a cumulative rise of about 14%. Net income increased from roughly $1.68B to $2.34B, up about 39%, signaling improving operating leverage as scale widens. The trend shows quarterly fluctuations but an overall positive trajectory with gradually rising profitability.

💰 Margins & Cash Flow

Gross margin remains in the 32-34% range, supporting durable profitability.
Operating margin hovers around 16-17%, indicating meaningful operating leverage with revenue growth.
Net cash flow from operating activities stays robust, averaging near $3.7B per quarter; the latest quarter shows a positive, albeit modest, overall cash position as investing and financing outflows offset operating cash flow.

🛡️ Balance Sheet & Liquidity

Current assets around $28-29B vs. current liabilities near $19-22B, implying a healthy liquidity cushion (latest current ratio ~1.3–1.4).
Noncurrent liabilities about $13-14B against equity of roughly $31-33B, with total assets near $63-69B, indicating solid balance-sheet resilience and solvency dynamics.

⚠️ Key Drivers & Risks

Drivers: AI & Data/Cloud transformation demand; scalable global services with cross-sell opportunities.
Risks: cyclicality in IT spend, valuation sensitivity to growth expectations, competitive intensity.

📈 Growth & Financial Trajectory

Across eight quarters from 2024 Q3 to 2026 Q2, ANALOG DEVICES INC shows a steady top-line expansion: Revenues rise from about $2.31B to $3.62B, a ~56% gain. Net income climbs from ~$392M to ~$1,176M, up ~200%, signaling improving operating leverage as volumes scale. The trend is predominantly upward, with performance stepping higher into 2025–2026, culminating in a strong Q2 2026 print.

💰 Margins & Cash Flow

Gross margin remains robust in the mid-50s to mid-60s percent range, supported by mix and pricing. Operating leverage improves as fixed costs amortize with volume. Operating cash flow is consistently positive; Net cash flow fluctuates due to financing activities, with Q2 2026 showing a negative quarterly net cash flow despite solid operating cash generation. Investing cash flow is modestly negative, while financing activity fluctuations drive quarterly cash flow swings.

🛡️ Balance Sheet & Liquidity

Equity attributable to parent sits around the low-$30B level; Liabilities total roughly mid-$14B, with current assets near $5–7B and current liabilities around $3–4B, giving a healthy current ratio and ample liquidity cushion. The balance sheet shows strong equity, manageable leverage, and a solid asset base.

⚠️ Key Drivers & Risks

Drivers: AI/data-center demand; automotive and industrial sensors.
Risks: Semiconductor cyclicality; macro shifts and valuation sensitivity.

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