Price movement over the last 24 hours
Analog Devices, Inc. vs Illumina, Inc. — how do they compare? Analog Devices, Inc. trades at $386.37 (market cap $184.62B), while Illumina, Inc. trades at $187.3 (market cap $29.01B). The key difference: Analog Devices, Inc. is far larger — about 6.4× Illumina, Inc.'s market cap, and Analog Devices, Inc. pays a 1.16% dividend while Illumina, Inc. pays none. Which is the better fit depends on your goals.
| ADI | ILMN | |
|---|---|---|
Market Cap | $184.62B | $29.01B |
Sector | Technology | Health |
52-Week High | $445.48 | $194.33 |
52-Week Low | $220.68 | $91.00 |
Enterprise Value | $189.87B | $30.40B |
Dividend Yield | 1.16% | — |
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $379.03, up 0.5% with neutral technical signals. The company demonstrates strong fundamentals with consistent earnings beats (Q3-Q1 2026) and robust profitability (26% net margin). Recent acquisition of Empower Semiconductor and AI-driven semiconductor demand provide growth catalysts. Cash flow remains positive at $508M in 2025, though net cash flow is projected to decline to $61M in 2026.
Outlook remains positive with 79.6% analyst buy ratings and $471 consensus price target (24% upside). Key risks include elevated valuation multiples (P/E 57.9) and debt-to-asset ratio increase to 17.9%. The stock offers dividend income ($1.10 H1-26) while benefiting from semiconductor industry tailwinds, though margin sustainability and competitive pressures warrant monitoring.
ILMN trades at $191.76, up 1.63% with bullish technical momentum and strong earnings beats. The stock shows robust profitability with 66.2% gross margins and 19.42% net income margins, though valuations remain elevated with a P/E of 34.31. Recent product launches like StrataMap Spatial and NovaSeq X demand drive growth, while Roche's new Axelios sequencer introduces competitive pressure. Cash flow improved to $291M in 2025 after prior volatility.
Outlook remains positive with analyst consensus at Buy (51%) and a $168.89 price target, though current price exceeds consensus. Key risks include rising debt-to-asset ratios (29.93% in 2025) and China market challenges. Upside depends on execution against new competition and sustaining high-margin sequencing growth.
Trailing returns across standard periods
Latest headlines on both assets
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →