ADI vs PDFS vs MU Stock Comparison

Analog Devices, Pdf Solutions and Micron Technology Prices as of Oct 27, 2026 Peers: Industry group
ADI Analog Devices Inc
$425.35 +8.1% 1M +75.0% 1Y
Market cap
$206.11B
P/E
50.0x
Revenue (TTM)
$13.88B
Div. yield
1.01%
Semiconductor Manufacturing Technology
2 wins
PDFS Pdf Solutions Inc
$44.23 -10.7% 1M +54.0% 1Y
Market cap
$1.85B
P/E
175.6x
Revenue (TTM)
$241.18M
Div. yield
–
Semiconductor EDA Software Technology
1 win
MU Micron Technology Inc
$928.76 -14.2% 1M +322.0% 1Y
Market cap
$1.05T
P/E
12.3x
Revenue (TTM)
$133.19B
Div. yield
0.06%
Semiconductor Manufacturing Technology
9 wins

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.

QuestionADIPDFSMULeader
Larger companyMarket capitalisation $206.11B $1.85B $1.05T MU
Cheaper on earningsLower P/E, profitable companies only 50.0x 175.6x 12.3x MU
Cheaper on forward earningsLower price / next fiscal year consensus EPS 34.5x 32.5x 5.0x MU
Faster revenue growthRevenue growth, trailing twelve months +33.6% +23.0% +256.3% MU
More profitableNet margin, trailing twelve months 29.8% 4.3% 63.8% MU
Better return on capitalReturn on invested capital 10.2% 3.1% 67.7% MU
Less leveragedLower net debt / EBITDA 1.0x -1.3x -0.4x PDFS
Higher dividend yieldTrailing dividend yield 1.01% — 0.06% ADI
Better 1-year returnPrice return, last 12 months +75.0% +54.0% +322.0% MU
Better 5-year returnAnnualised price return, 5 years +19.8%/yr +13.9%/yr +68.0%/yr MU
Less volatileAnnualised volatility, 1 year 36.6% 69.4% 80.7% ADI
Higher overall scoreMean of the five percentile scores vs peers 62/100 48/100 88/100 MU

Percentile Scorecard

ADIPDFSMU

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

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

Price Performance

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

Returns

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

Risk

MeasureADIPDFSMUSPY
Volatility, 1Y 36.6%69.4%80.7% 12.7%
Downside volatility, 1Y 36.5%71.6%74.6% 12.7%
Beta vs S&P 500, 1Y 1.733.083.36 1.00
Return / volatility, 1Y 2.050.783.99 0.97
Max drawdown, 5Y -32.5%-65.5%-57.8% -25.4%
From 52-week high -4.5%-37.5%-23.5% -1.2%
52-week high $445.48$70.79$1,213.56 $779.14
52-week low $225.20$23.97$201.37 $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.

MultipleADIPDFSMU
P/E now vs peer median 50.0xmedian 45.6x 175.6xmedian 45.6x 12.3xmedian 45.6x
P/S now vs peer median 14.8xmedian 7.7x 7.7xmedian 7.7x 7.9xmedian 7.7x
EV/EBITDA now vs peer median 30.8xmedian 29.0x 48.3xmedian 29.0x 9.3xmedian 29.0x
P/FCF now vs peer median 41.7xmedian 40.6x -1,026xmedian 40.6x 17.8xmedian 40.6x
P/B now vs peer median 6.1xmedian 4.6x 5.0xmedian 4.6x 7.6xmedian 4.6x
PEG now vs peer median 11.59median 2.28 83.48median 2.28 0.08median 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 monthsADIPDFSMU
Revenue $13.88B $241.18M $133.19B
Gross profit $9.13B $172.35M $107.50B
Operating income $4.93B $19.66M $99.34B
Net income $4.14B $10.31M $84.97B
Free cash flow $4.94B -$1.81M $58.96B
R&D $1.98B $70.34M $5.65B
EPS (diluted) $8.46 $0.25 $74.34
Cash & equivalents $2.17B $114.88M $38.36B
Total debt $9.12B $66.52M $5.18B
Shares (diluted) 488.84M 41.78M 1.14B
Enterprise value $192.64B $1.63B $956.06B

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

Growth

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

Profitability

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

Financial Health

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

Shareholder Returns

7 metrics
MetricADIPDFSMU
Dividend yield 1.0% – 0.1%
Net buyback yield 1.5% -4.6% 0.1%
Shareholder yield 2.5% -4.6% 0.1%
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.

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

Institutional Ownership

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

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.

ADIPDFSMU
ADI 1.00 0.60 0.55
PDFS 0.60 1.00 0.62
MU 0.55 0.62 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ADI, PDFS and MU?

Micron Technology (MU) is the largest by market capitalisation: Analog Devices (ADI) $206.11B, Pdf Solutions (PDFS) $1.85B, Micron Technology (MU) $1.05T.

Which stock is cheaper, ADI, PDFS and MU?

Micron Technology (MU) trades on the lowest price-to-earnings ratio (Analog Devices (ADI) 50.0x, Pdf Solutions (PDFS) 175.6x, Micron Technology (MU) 12.3x). On next year's consensus earnings, Micron Technology (MU) is cheapest (Analog Devices (ADI) 34.5x, Pdf Solutions (PDFS) 32.5x, Micron Technology (MU) 5.0x). 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%, Pdf Solutions (PDFS) +23.0%, Micron Technology (MU) +256.3%.

Which company is more profitable?

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

Which stock has performed better?

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

Which pays a higher dividend?

Analog Devices (ADI) has the highest dividend yield: Analog Devices (ADI) 1.01%, Micron Technology (MU) 0.06%. 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%, Pdf Solutions (PDFS) 69.4%, Micron Technology (MU) 80.7%). Volatility measures how widely the price swings, not the risk of the business.

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

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.