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ADI vs ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. onsemi (ON) Stock Comparison
Key Takeaways
- Analog Devices (ADI) and onsemi (ON) are both semiconductor companies with exposure to industrial, automotive, and communications markets, though ADI emphasizes high-performance analog and mixed-signal solutions while ON focuses on power management and intelligent sensing.
- Recent market activity shows ADI trading near $389 with year-to-date returns around 44%, supported by strength in industrial and communications sectors ahead of its fiscal Q3 earnings.
- ON has posted year-to-date returns near 53% and recently reported Q2 revenue of $1.604 billion, up 9% year-over-year, with particular momentum in AI data center applications.
- Both stocks have delivered solid one-year gains exceeding 60%, though they have experienced volatility tied to broader semiconductor cycle dynamics and valuation considerations.
- Key contrasts include ADI’s larger scale and diversified end-markets versus ON’s targeted growth in power semiconductors and recent share repurchase activity.
- Relative positioning favors stability in ADI’s business mix, while ON offers higher-beta exposure to power and AI infrastructure themes.
Introduction
Analog Devices (ADI) and onsemi (ON) represent two prominent players in the semiconductor industry, each with distinct technological focuses that appeal to investors seeking exposure to electronics, industrial automation, and emerging technologies. This comparison examines their recent performance, business models, and market positioning to assist traders and long-term investors evaluating relative opportunities within the sector. Market participants interested in diversified semiconductor holdings, growth-oriented strategies, or sector rotation may find the analysis relevant as they assess how these stocks have responded to macroeconomic conditions and company-specific developments over recent weeks.
ADI Overview and Recent Performance
Analog Devices, Inc. designs and manufactures high-performance analog, mixed-signal, and digital signal processing integrated circuits used across industrial, automotive, communications, and consumer applications. In recent market activity, the stock has traded around the $389 level, reflecting a year-to-date advance of approximately 44% amid broader semiconductor sector strength. Performance has been influenced by sustained demand in industrial and communications end-markets, with investors monitoring the upcoming fiscal Q3 earnings report expected to show revenue near $3.92 billion. Sentiment remains constructive on long-term growth drivers, tempered by valuation metrics and sector cyclicality.
ON Overview and Recent Performance
onsemi (ON Semiconductor Corporation) specializes in power management, intelligent sensing, and silicon carbide technologies serving automotive, industrial, and communications markets. Recent performance shows the stock near $82.66, with year-to-date returns of about 53% following its Q2 2026 results that delivered revenue of $1.604 billion, a 9% year-over-year increase, and non-GAAP earnings per share of $0.74. Growth in the AI data center segment has supported sentiment, alongside ongoing share repurchases. Broader market activity reflects sensitivity to power semiconductor demand cycles and competitive positioning in high-growth applications.
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Head-to-Head Comparison
Analog Devices (ADI) operates at larger scale with a broader portfolio of analog and mixed-signal products, offering greater diversification across end-markets compared with onsemi (ON), which concentrates on power semiconductors and silicon carbide solutions. Recent momentum has favored both stocks, yet ON has shown sharper sensitivity to AI infrastructure spending while ADI benefits from steadier industrial demand. Risk factors include elevated valuations for ADI and cyclical exposure for ON in automotive and power segments. Sector exposure overlaps in semiconductors, but ADI’s communications and industrial weighting contrasts with ON’s automotive and AI data center tilt. Market sentiment reflects constructive outlooks for both, with trade-offs centered on stability versus growth beta.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, trend stability, and relative positioning, Tickeron’s AI models may currently assign a probabilistic edge to Analog Devices (ADI) over onsemi (ON). The assessment draws from ADI’s diversified revenue base and upcoming earnings visibility, balanced against ON’s recent results and higher-growth thematic exposure. Outcomes remain subject to evolving market conditions and company-specific catalysts.
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 LimitationsTo 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 ON 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 whileON’s FA Score has 0 green FA rating(s).
- ADI’s FA Score: 1 green, 4 red.
- ON’s FA Score: 0 green, 5 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 4 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- ADI’s TA Score: 4 bullish, 4 bearish.
- ON’s TA Score: 4 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а -4.90% price change this week, while ON (@Semiconductors) price change was -13.73% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -4.27%. For the same industry, the average monthly price growth was -1.89%, and the average quarterly price growth was +33.13%.
Reported Earning Dates
ADI is expected to report earnings on Dec 01, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (-4.27% 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.
| ADI | ON | ADI / ON | |
| Capitalization | 180B | 28B | 643% |
| EBITDA | 6.23B | 1.52B | 410% |
| Gain YTD | 37.667 | 32.835 | 115% |
| P/E Ratio | 44.08 | 47.01 | 94% |
| Revenue | 12.7B | 6.06B | 209% |
| Total Cash | 3.44B | 2.4B | 143% |
| Total Debt | 8.69B | 3.01B | 289% |
ADI | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 54 Fair valued | |
PROFIT vs RISK RATING 1..100 | 16 | 71 | |
SMR RATING 1..100 | 72 | 77 | |
PRICE GROWTH RATING 1..100 | 50 | 63 | |
P/E GROWTH RATING 1..100 | 83 | 50 | |
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.
ON's Valuation (54) in the Semiconductors industry is in the same range as ADI (57). This means that ON’s stock grew similarly to ADI’s over the last 12 months.
ADI's Profit vs Risk Rating (16) in the Semiconductors industry is somewhat better than the same rating for ON (71). This means that ADI’s stock grew somewhat faster than ON’s over the last 12 months.
ADI's SMR Rating (72) in the Semiconductors industry is in the same range as ON (77). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ADI's Price Growth Rating (50) in the Semiconductors industry is in the same range as ON (63). This means that ADI’s stock grew similarly to ON’s over the last 12 months.
ON's P/E Growth Rating (50) in the Semiconductors industry is somewhat better than the same rating for ADI (83). This means that ON’s stock grew somewhat faster than ADI’s over the last 12 months.
| ADI | ON | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 62% | 2 days ago 85% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 60% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 75% |
| Advances ODDS (%) | 26 days ago 62% | 14 days ago 75% |
| Declines ODDS (%) | 6 days ago 55% | 2 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 72% | 2 days ago 79% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 69% |
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