Both in Semiconductors
Broadcom vs Analog Devices
Over the past year AVGO returned +0.6% and ADI returned +71.4%; their daily moves had a correlation of 0.42.
AVGO +0.6% ADI +71.4%Growth of $1, one year, split-adjusted
| Metric | AVGO | ADI |
|---|---|---|
| Price | $346.25 | $403.57 |
| Market cap | $1.65T | $195.56B |
| Today | −3.10% | −2.68% |
| 1 month | +2.1% | +11.7% |
| 6 months | −12.7% | +16.0% |
| Year to date | 0.0% | +48.8% |
| 1 year | −2.9% | +72.0% |
| Revenue growth (YoY) | +85.5% | +39.6% |
| Gross margin | 69.1% | 67.3% |
| Net margin | 44.2% | 33.3% |
| P/E (TTM) | 43.2× | 47.3× |
| Price / sales | 18.5× | 14.1× |
| Net cash | -$35.44B | -$6.80B |
| Dividend yield | 0.75% | 1.09% |
| Volatility (60d) | 37.4% | 31.0% |
| Short % of float | 1.2% | 2.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).