ADI vs MU vs PDFS Stock Comparison

Analog Devices, Micron Technology and Pdf Solutions Prices as of Oct 27, 2026 Peers: Industry group
ADI Analog Devices Inc
$425.35 +8.1% 1M +75.0% 1Y
Market cap
$206.65B
P/E
50.0x
Revenue (TTM)
$13.88B
Div. yield
0.01%
Semiconductor Manufacturing Technology
2 wins
MU Micron Technology Inc
$928.76 -14.2% 1M +322.0% 1Y
Market cap
$1.09T
P/E
12.8x
Revenue (TTM)
$133.19B
Div. yield
0.00%
Semiconductor Manufacturing Technology
9 wins
PDFS Pdf Solutions Inc
$44.23 -10.7% 1M +54.0% 1Y
Market cap
$1.84B
P/E
178.9x
Revenue (TTM)
$241.18M
Div. yield
–
Semiconductor EDA Software Technology
1 win

Head to Head

12 decided of 12

Micron Technology leads on 9 of the 12 questions below (Micron Technology 9, Analog Devices 2, Pdf Solutions 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionADIMUPDFSLeader
Larger companyMarket capitalisation $206.65B $1.09T $1.84B MU
Cheaper on earningsLower P/E, profitable companies only 50.0x 12.8x 178.9x MU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 34.5x 5.0x 32.5x MU
Faster revenue growthRevenue growth, trailing twelve months +33.6% +256.3% +23.0% MU
More profitableNet margin, trailing twelve months 29.8% 63.8% 4.3% MU
Better return on capitalReturn on invested capital 10.2% 67.7% 3.1% MU
Less leveragedLower net debt / EBITDA 1.0x -0.4x -1.3x PDFS
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% ADI
Better 1-year returnPrice return, last 12 months +75.0% +322.0% +54.0% MU
Better 5-year returnAnnualised price return, 5 years +19.8%/yr +68.0%/yr +13.9%/yr MU
Less volatileAnnualised volatility, 1 year 36.6% 80.7% 69.4% ADI
Higher overall scoreMean of the five percentile scores vs peers 62/100 88/100 48/100 MU

Percentile Scorecard

ADIMUPDFS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisADIMUPDFS
Valuation 50 #48 of 94 88 #12 of 94 40 #57 of 94
Growth 80 #19 of 92 100 #1 of 92 86 #14 of 92
Profitability 82 #17 of 90 100 #1 of 90 43 #52 of 90
Financial Health 31 #69 of 99 72 #28 of 99 54 #46 of 99
Shareholder Returns 69 #23 of 73 78 #17 of 73 15 #62 of 73
Overall 62 88 48
  • ADI ranked among 103 companies in Semiconductors
  • MU ranked among 103 companies in Semiconductors
  • PDFS ranked among 103 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodADIMUPDFSSPY
1 month +8.1%-14.2%-10.7% -0.2%
3 months +16.3%+13.2%-0.8% +3.9%
6 months +11.0%+84.2%+10.3% +8.2%
Year to date +56.8%+225.4%+55.0% +12.9%
1 year +75.0%+322.0%+54.0% +12.3%
3 years +164.9%+1,314.7%+62.1% +87.4%
3 years, per year +38.4%+142.0%+17.5% +23.3%
5 years +146.6%+1,234.8%+91.6% +67.9%
5 years, per year +19.8%+68.0%+13.9% +10.9%
10 years +572.3%+5,198.1%+129.8% +261.1%
10 years, per year +21.0%+48.7%+8.7% +13.7%

Risk

MeasureADIMUPDFSSPY
Volatility, 1Y 36.6%80.7%69.4% 12.7%
Downside volatility, 1Y 36.5%74.6%71.6% 12.7%
Beta vs S&P 500, 1Y 1.733.363.08 1.00
Return / volatility, 1Y 2.053.990.78 0.97
Max drawdown, 5Y -32.5%-57.8%-65.5% -25.4%
From 52-week high -4.5%-23.5%-37.5% -1.2%
52-week high $445.48$1,213.56$70.79 $779.14
52-week low $225.20$201.37$23.97 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleADIMUPDFS
P/E now vs peer median 50.0xmedian 45.6x 12.3xmedian 45.6x 175.6xmedian 45.6x
P/S now vs peer median 14.8xmedian 7.7x 7.9xmedian 7.7x 7.7xmedian 7.7x
EV/EBITDA now vs peer median 30.8xmedian 29.0x 9.3xmedian 29.0x 48.3xmedian 29.0x
P/FCF now vs peer median 41.7xmedian 40.6x 17.8xmedian 40.6x -1,026xmedian 40.6x
P/B now vs peer median 6.1xmedian 4.6x 7.6xmedian 4.6x 5.0xmedian 4.6x
PEG now vs peer median 11.59median 2.28 0.08median 2.28 83.48median 2.28

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsADIMUPDFS
Revenue $13.88B $133.19B $241.18M
Gross profit $9.13B $107.50B $172.35M
Operating income $4.93B $99.34B $19.66M
Net income $4.14B $84.97B $10.31M
Free cash flow $4.94B $58.96B -$1.81M
R&D $1.98B $5.65B $70.34M
EPS (diluted) $8.46 $74.34 $0.25
Cash & equivalents $2.17B $38.36B $114.88M
Total debt $9.12B $5.18B $66.52M
Shares (diluted) 488.84M 1.14B 41.78M
Enterprise value $193.19B $997.13B $1.62B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricADIMUPDFS
P/E 50.0x 12.3x 175.6x
P/FCF 41.7x 17.8x -1,026x
P/Operating cash flow 37.2x 11.7x 47.9x
P/S 14.8x 7.9x 7.7x
P/B 6.1x 7.6x 5.0x
P/Tangible book 7.9x 7.6x 5.7x
EV/EBITDA 30.8x 9.3x 48.3x
EV/EBIT 43.1x 10.2x 91.8x
EV/Revenue 15.3x 7.6x 7.5x
EV/FCF 43.1x 17.2x -999.7x
EV/Operating cash flow 38.4x 11.3x 46.6x
PEG (3Y EPS CAGR) 11.59 0.08 83.48

Growth

14 metrics
MetricADIMUPDFS
Revenue growth (1Y) 33.6% 256.3% 23.0%
Revenue CAGR (3Y) 2.6% 104.6% 14.0%
Gross profit growth (1Y) 46.2% 622.8% 23.3%
Gross profit CAGR (3Y) 2.9% 327.1% 14.7%
Operating income growth (1Y) 93.0% 916.8% 10,088%
Operating income CAGR (3Y) 4.8% 168.2% 57.7%
Net income growth (1Y) 111.2% 895.1% 1,100%
Net income CAGR (3Y) 3.3% 154.9% 4.4%
EPS growth (1Y) 114.6% 879.4% 1,028%
EPS CAGR (3Y) 4.3% 151.6% 2.1%
Operating cash flow growth (1Y) 33.2% 411.7% 170.5%
Operating cash flow CAGR (3Y) 5.1% 286.0% 26.6%
Free cash flow growth (1Y) 34.2% 3,435% 85.2%
Free cash flow CAGR (3Y) 10.2% 126.6% -29.8%

Profitability

14 metrics
MetricADIMUPDFS
Gross margin 65.8% 80.7% 71.5%
EBITDA margin 49.8% 81.7% 15.5%
Operating margin 35.5% 74.6% 8.2%
Pretax margin 33.9% 74.8% 6.9%
Net margin 29.8% 63.8% 4.3%
FCF margin 35.6% 44.3% -0.7%
Operating cash flow margin 39.9% 67.3% 16.0%
Return on equity 12.3% 71.0% 3.2%
Return on assets 8.6% 51.5% 2.2%
Return on invested capital 10.2% 67.7% 3.1%
Return on capital employed 11.6% 72.2% 4.9%
Asset turnover 0.3x 0.8x 0.5x
Cash conversion (OCF / net income) 1.3x 1.1x 3.8x
Stock comp / revenue 2.5% 1.0% 10.6%

Financial Health

11 metrics
MetricADIMUPDFS
Debt / assets 18.8% 2.6% 12.8%
Debt / equity 0.3x 0.0x 0.2x
Net debt / EBITDA 1.0x -0.4x -1.3x
Debt / FCF 1.8x 0.1x -36.9x
Liabilities / assets 30.7% 29.4% 28.3%
Equity / assets 69.3% 70.6% 71.7%
Interest coverage 14.1x 937.2x 4.3x
Current ratio 1.3x 3.3x 3.4x
Quick ratio 0.8x 2.9x 3.4x
Cash ratio 0.4x 1.6x 1.6x
Altman Z-score 9.33 14.64 8.35

Shareholder Returns

7 metrics
MetricADIMUPDFS
Dividend yield 1.0% 0.1% –
Net buyback yield 1.5% 0.1% -4.6%
Shareholder yield 2.5% 0.1% -4.6%
Payout ratio (earnings) 49.4% 0.7% –
Payout ratio (FCF) 41.4% 1.0% –
Dividend growth (1Y) 7.8% 16.9% –
Dividend CAGR (3Y) 7.6% 6.6% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusADIMUPDFS
Forward P/E 34.5xFY2026 5.0xFY2027 32.5xFY2026
EPS, next fiscal year $12.33FY2026 $184.21FY2027 $1.36FY2026
EPS growth, next FY +58.3%FY2026 +143.9%FY2027 +44.7%FY2026
EPS growth, the year after +27.0% +17.3% +16.9%
Revenue, next fiscal year $15.85BFY2026 $294.86BFY2027 $273.57MFY2026
Revenue growth, next FY +43.8%FY2026 +121.4%FY2027 +24.9%FY2026
Revenue growth, the year after +19.8% +15.2% +13.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersADIMUPDFS
Held by institutions 90.9% 77.9% 93.0%
Institutions holding 2,288 3,900 283
Change in shares held, QoQ +4.5% +4.2% +20.8%
Institutions buying 1,182 2,303 191
Institutions selling 820 1,432 61
Buyers to sellers 1.44 1.61 3.13

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ADIMUPDFS
ADI 1.00 0.55 0.60
MU 0.55 1.00 0.62
PDFS 0.60 0.62 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ADI, MU and PDFS?

Micron Technology (MU) is the largest by market capitalisation: Analog Devices (ADI) $206.65B, Micron Technology (MU) $1.09T, Pdf Solutions (PDFS) $1.84B.

Which stock is cheaper, ADI, MU and PDFS?

Micron Technology (MU) trades on the lowest price-to-earnings ratio (Analog Devices (ADI) 50.0x, Micron Technology (MU) 12.8x, Pdf Solutions (PDFS) 178.9x). On next year's consensus earnings, Micron Technology (MU) is cheapest (Analog Devices (ADI) 34.5x, Micron Technology (MU) 5.0x, Pdf Solutions (PDFS) 32.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Micron Technology (MU) grew revenue fastest over the trailing twelve months: Analog Devices (ADI) +33.6%, Micron Technology (MU) +256.3%, Pdf Solutions (PDFS) +23.0%.

Which company is more profitable?

Micron Technology (MU) has the highest net margin (Analog Devices (ADI) 29.8%, Micron Technology (MU) 63.8%, Pdf Solutions (PDFS) 4.3%). On return on invested capital, Micron Technology (MU) leads (Analog Devices (ADI) 10.2%, Micron Technology (MU) 67.7%, Pdf Solutions (PDFS) 3.1%).

Which stock has performed better?

Over the past year Micron Technology (MU) returned the most: Analog Devices (ADI) +75.0%, Micron Technology (MU) +322.0%, Pdf Solutions (PDFS) +54.0%. Over five years, Micron Technology (MU) compounded fastest (Analog Devices (ADI) +19.8%/yr, Micron Technology (MU) +68.0%/yr, Pdf Solutions (PDFS) +13.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Analog Devices (ADI) has the highest dividend yield: Analog Devices (ADI) 0.01%, Micron Technology (MU) 0.00%, Pdf Solutions (PDFS) 0.00%. Pdf Solutions (PDFS) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Analog Devices (ADI) has been the steadiest (Analog Devices (ADI) 36.6%, Micron Technology (MU) 80.7%, Pdf Solutions (PDFS) 69.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ADI, MU and PDFS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Micron Technology (MU) leads on 9. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.