NXP Semiconductors vs STMicroelectronics
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KIRA’s take AI analyst
I put NXP Semiconductors and STMicroelectronics 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 $11.8B for STMicroelectronics.
- NXP Semiconductors grew revenue faster (−2.7%, against −11.1%).
- NXP Semiconductors kept more of each dollar of sales as operating profit (24.8% operating margin, against 1.5%).
- NXP Semiconductors earned a higher return on the capital invested in it (12.6%, against 0.5%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
NXP Semiconductors
NXPI
7/10
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalReturn on equity
STMicroelectronics
STM
3/10
Piotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | NXPI FY25 | STM FY25 |
|---|---|---|
| Size | ||
| Market cap | $62.3B | $41.7B |
| Revenue | $12.3B | $11.8B |
| Free cash flow | $2.4B | — |
| Net income | $2.0B | $166M |
| Growth | ||
| Revenue growth | −2.7% | −11.1% |
| 5-year growth | 7.3% | 2.9% |
| Share count change | −1.4% | −1.7% |
| Profitability | ||
| Gross margin | 54.7% | 33.9% |
| Operating margin | 24.8% | 1.5% |
| Net margin | 16.5% | 1.4% |
| FCF margin | 19.8% | — |
| Return on capital | 12.6% | 0.5% |
| Return on equity | 21.0% | 0.9% |
| Balance sheet | ||
| Net debt | $9.8B | −$1.6B |
| Net debt / EBITDA | 2.5x | −0.8x |
| Dividends and buybacks | $1.9B | $688M |
| Valuation & quality | ||
| P/E | 23.5x | — |
| Piotroski F-score | 4 | 6 |
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.