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ADI vs ENTG
Which Stock Would AI Choose? Analog Devices, Inc. (ADI) vs. Entegris, Inc. (ENTG) Stock Comparison
Key Takeaways
- Analog Devices (ADI) posted FY2024 Q3 revenue of $2.31 billion, a 25% YoY decline, yet maintained strong adjusted operating margin (~41%) driven by high‑performance analog solutions.
- Entegris (ENTG) reported Q3 net sales of $808 million, a 9% YoY drop, but net income surged 134% to $77.6 million, reflecting cost discipline and a focused segment realignment.
- Both companies are benefiting from the semiconductor “Intelligent Edge” trend; ADI leans on AI‑enabled sensor platforms, while ENTG capitalizes on the CHIPS Act‑funded Colorado manufacturing hub.
- ADI’s valuation remains premium on earnings, whereas ENTG trades at a lower EV/EBITDA multiple, offering a value‑oriented entry point for momentum‑seeking traders.
- Liquidity is robust for both firms, but ADI’s cash‑flow conversion exceeds 30% of revenue, while ENTG’s free cash flow hovers near 30% despite heavy capital spending.
Introduction
Investors and active traders who track semiconductor‑related equities often compare Analog Devices, Inc. (NASDAQ: ADI) with Entegris, Inc. (NASDAQ: ENTG) because both supply critical components to the semiconductor value chain. ADI designs high‑performance analog and mixed‑signal integrated circuits, while ENTG provides advanced materials, filtration and wafer‑handling solutions. The comparison is relevant for growth‑oriented investors chasing AI‑driven demand and for value‑focused traders looking at margin resilience amid cyclical headwinds.
ADI Overview and Recent Performance
Analog Devices, a global semiconductor leader, reported fiscal Q3 2024 revenue of $2.31 billion, down 25% year‑over‑year (YoY) as macro‑economic softness limited customer inventory rebuild. Despite the drop, the company posted adjusted operating margin of 41% and adjusted diluted earnings per share (EPS) of $1.58, reflecting strong pricing power in its Intelligent Edge portfolio. Recent press releases highlight a strategic alliance with the Tata Group to explore joint manufacturing in India and a renewed focus on AI‑enabled data acquisition platforms. ADI’s management cites improving demand from AI workloads that extend from data‑center GPUs to edge sensors, positioning its mixed‑signal portfolio for a gradual recovery. Cash generated from operations in the trailing twelve months (TTM) reached $4.0 billion, supporting $574 million returned to shareholders via dividends and repurchases.
ENTG Overview and Recent Performance
Entegris, a supplier of advanced materials and process solutions, posted Q3 2024 net sales of $807 million, a 9% YoY decline, but net income rose sharply to $77.6 million (up 134%) driven by an 8% increase in adjusted operating margin (23%). The company completed a segment realignment that merged Microcontamination Control (MC) with Advanced Materials Handling (AMH), creating a streamlined two‑segment model: Materials Solutions (MS) and the combined MC/AMH. ENTRG also secured up to $77 million under the CHIPS (Creating Helpful Incentives to Produce Semiconductors) Act for a new Colorado Springs manufacturing center slated for 2025, expected to add ~600 jobs and supply Front‑Opening Unified Pods (FOUPs) domestically. Free cash flow in the TTM remained around 30% of revenue, while the firm continued disciplined capital spending on its Colorado hub.
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Head-to-Head Comparison
- Business Model: ADI sells design‑intensive analog chips; ENTG sells high‑purity materials and wafer‑handling hardware. ADI’s revenue is more software‑enabled, while ENTG’s is commodity‑plus‑high‑margin.
- Growth Drivers: ADI relies on AI‑driven sensor demand and Intelligent Edge adoption; ENTG leans on semiconductor fab capacity expansion and CHIPS‑funded domestic manufacturing.
- Recent Momentum: ADI’s margin stayed above 40% after adjusting for acquisition costs; ENTG’s margin expanded to 23% after cost cuts and segment consolidation.
- Risk Factors: ADI faces inventory‑level volatility and pricing pressure in a slowed cycle; ENTG risks execution of the Colorado plant and exposure to a concentrated customer base.
- Sector Exposure: Both sit in the broader semiconductor supply chain, but ADI’s customers span automotive, industrial and communications, whereas ENTG is more narrowly tied to wafer fab operations.
- Market Sentiment: ADI trades at a premium EV/EBITDA (~16×) reflecting growth expectations; ENTG trades closer to 9×, appealing to value‑oriented traders.
Tickeron AI Verdict
Based on observable trends, Tickeron’s AI currently assigns a slightly higher probability of short‑term upside to ENTG. The company’s improving profitability, CHIPS‑Act funding and realigned cost structure create a clear catalyst narrative, while ADI’s revenue contraction tempers momentum despite strong margins. The AI model therefore favors ENTG for traders seeking a blend of stability and upside potential, though both stocks remain viable for different investment horizons.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADI is a StrongBuy and ENTG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADI’s FA Score shows that 1 FA rating(s) are green whileENTG’s FA Score has 1 green FA rating(s).
- ADI’s FA Score: 1 green, 4 red.
- ENTG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while ENTG’s TA Score has 7 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 3 bearish.
- ENTG’s TA Score: 7 bullish, 3 bearish.
Price Growth
ADI (@Semiconductors) experienced а +4.09% price change this week, while ENTG (@Electronic Production Equipment) price change was +20.02% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.34%. For the same industry, the average monthly price growth was +5.81%, and the average quarterly price growth was +92.59%.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +17.31%. For the same industry, the average monthly price growth was +9.95%, and the average quarterly price growth was +135.39%.
Reported Earning Dates
ADI is expected to report earnings on Aug 26, 2026.
ENTG is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (+4.34% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Production Equipment (+17.31% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| ADI | ENTG | ADI / ENTG | |
| Capitalization | 204B | 22.9B | 891% |
| EBITDA | 6.23B | 848M | 734% |
| Gain YTD | 54.958 | 78.931 | 70% |
| P/E Ratio | 62.17 | 87.01 | 71% |
| Revenue | 12.7B | 3.24B | 393% |
| Total Cash | 3.44B | 443M | 776% |
| Total Debt | 8.69B | 3.76B | 231% |
ADI | ENTG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 56 Fair valued | 66 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 70 | |
SMR RATING 1..100 | 73 | 82 | |
PRICE GROWTH RATING 1..100 | 39 | 38 | |
P/E GROWTH RATING 1..100 | 53 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ADI's Valuation (56) in the Semiconductors industry is in the same range as ENTG (66) in the Electronic Production Equipment industry. This means that ADI’s stock grew similarly to ENTG’s over the last 12 months.
ADI's Profit vs Risk Rating (6) in the Semiconductors industry is somewhat better than the same rating for ENTG (70) in the Electronic Production Equipment industry. This means that ADI’s stock grew somewhat faster than ENTG’s over the last 12 months.
ADI's SMR Rating (73) in the Semiconductors industry is in the same range as ENTG (82) in the Electronic Production Equipment industry. This means that ADI’s stock grew similarly to ENTG’s over the last 12 months.
ENTG's Price Growth Rating (38) in the Electronic Production Equipment industry is in the same range as ADI (39) in the Semiconductors industry. This means that ENTG’s stock grew similarly to ADI’s over the last 12 months.
ENTG's P/E Growth Rating (9) in the Electronic Production Equipment industry is somewhat better than the same rating for ADI (53) in the Semiconductors industry. This means that ENTG’s stock grew somewhat faster than ADI’s over the last 12 months.
| ADI | ENTG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 71% |
| Advances ODDS (%) | 2 days ago 62% | 2 days ago 64% |
| Declines ODDS (%) | 9 days ago 54% | 9 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 75% |
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ADI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADI has been closely correlated with LRCX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADI jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To ADI | 1D Price Change % | ||
|---|---|---|---|---|
| ADI | 100% | +1.37% | ||
| LRCX - ADI | 79% Closely correlated | +1.18% | ||
| KLAC - ADI | 79% Closely correlated | +5.55% | ||
| ENTG - ADI | 78% Closely correlated | +3.86% | ||
| KLIC - ADI | 77% Closely correlated | +1.17% | ||
| MCHP - ADI | 76% Closely correlated | +2.47% | ||
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