Analog Devices vs NXP Semiconductors
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KIRA’s take AI analyst
I put Analog Devices and NXP Semiconductors side by side, using each one’s latest annual report. Here is what stands out:
- NXP Semiconductors is the larger business, with $12.3B of revenue in fiscal 2025 against $11.0B for Analog Devices.
- Analog Devices grew revenue faster (16.9%, against −2.7%).
- Analog Devices kept more of each dollar of sales as operating profit (26.6% operating margin, against 24.8%).
- Analog Devices turned more of its sales into free cash flow (38.8% FCF margin, against 19.8%).
- NXP Semiconductors earned a higher return on the capital invested in it (12.6%, against 6.2%).
- Investors pay more for each dollar of Analog Devices’s earnings: a P/E of 46.4x against 22.5x for NXP Semiconductors.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Analog Devices
ADI
8/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginPiotroski F-scoreNet debt / EBITDA
NXP Semiconductors
NXPI
3/11
Return on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | ADI FY25 | NXPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $191.2B | $59.6B |
| Revenue | $11.0B | $12.3B |
| Free cash flow | $4.3B | $2.4B |
| Net income | $2.3B | $2.0B |
| Growth | ||
| Revenue growth | 16.9% | −2.7% |
| 5-year growth | 14.5% | 7.3% |
| Share count change | −0.4% | −1.4% |
| Profitability | ||
| Gross margin | 61.5% | 54.7% |
| Operating margin | 26.6% | 24.8% |
| Net margin | 20.6% | 16.5% |
| FCF margin | 38.8% | 19.8% |
| Return on capital | 6.2% | 12.6% |
| Return on equity | 6.6% | 21.0% |
| Balance sheet | ||
| Net debt | $4.9B | $9.8B |
| Net debt / EBITDA | 1.0x | 2.5x |
| Dividends and buybacks | $4.1B | $1.9B |
| Valuation & quality | ||
| P/E | 46.4x | 22.5x |
| Piotroski F-score | 8 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.