Adeia Stock vs Competition: Who Wins?
Adeia‘s stock has outperformed its peers over the past year, but how does it truly measure up against GIB and XRX in the dynamic IP licensing landscape? A closer look reveals robust profitability, with Adeia boasting an LTM operating margin of 0.38 and an LTM free cash flow margin of 0.49, along with steady revenue growth of 0.11. However, its valuation, with a PE ratio of 24.85, appears higher than some peers, suggesting potential upside hinges on continued successful IP monetization and adaptation to evolving tech trends. Adeia recently announced a long-term media IP license agreement with The Walt Disney Company, resolving litigation and reinforcing its role in media streaming and content delivery.
- ADEA’s 38.4% operating margin reflects its high-margin IP licensing model in media/semiconductors, unlike service-heavy GIB/XRX.
- ADEA’s 10.5% revenue growth stems from new IP licensing deals, notably Disney, outperforming GIB’s M&A-driven IT services and XRX’s print transition.
- ADEA’s 23.8% stock gain, propelled by the Disney IP deal, supports its 24.9 PE, reflecting confidence in its licensing model’s earnings growth.
Here’s how Adeia stacks up across size, valuation, and profitability versus key peers.
| ADEA | GIB | XRX | |
|---|---|---|---|
| Market Cap ($ Bil) | 1.8 | 20.5 | 0.3 |
| Revenue ($ Bil) | 0.4 | 15.9 | 6.6 |
| PE Ratio | 24.9 | 12.3 | -0.3 |
| LTM Revenue Growth | 10.5% | 8.4% | 3.7% |
| LTM Operating Margin | 38.4% | 16.4% | -1.1% |
| LTM FCF Margin | 48.9% | 12.3% | 4.3% |
| 12M Market Return | 23.8% | -14.4% | -68.3% |
For more details on Adeia, read Buy or Sell ADEA Stock. Below we compare ADEA’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ADEA | 10.5% | – | -3.3% | -11.4% | 12.2% |
| GIB | 8.4% | 8.4% | 2.7% | 11.1% | |
| XRX | 3.7% | – | -9.7% | -3.1% | 1.0% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ADEA | 38.4% | – | 37.8% | 37.4% | 36.8% |
| GIB | 16.4% | 16.4% | 16.5% | 16.2% | |
| XRX | -1.1% | – | 2.6% | 5.1% | 3.0% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ADEA | 24.9 | – | 23.5 | 19.6 | -3.3 |
| GIB | 12.3 | 14.7 | 14.4 | 12.4 | |
| XRX | -0.3 | – | -0.8 | 2733.3 | -7.1 |
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