STMicroelectronics vs Texas Instruments
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KIRA’s take AI analyst
I put STMicroelectronics and Texas Instruments side by side, using each one’s latest annual report. Here is what stands out:
- Texas Instruments is the larger business, with $17.7B of revenue in fiscal 2025 against $11.8B for STMicroelectronics.
- Texas Instruments grew revenue faster (13.1%, against −11.1%).
- Texas Instruments kept more of each dollar of sales as operating profit (34.1% operating margin, against 1.5%).
- Texas Instruments earned a higher return on the capital invested in it (21.8%, against 0.5%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
STMicroelectronics
STM
2/10
Net debt / EBITDAShare count change
Texas Instruments
TXN
7/10
Revenue growth5-year growthGross marginOperating marginNet marginReturn on capitalReturn on equity
Side by side
Best in the row
| Latest fiscal year | STM FY25 | TXN FY25 |
|---|---|---|
| Size | ||
| Market cap | $40.6B | $262.2B |
| Revenue | $11.8B | $17.7B |
| Free cash flow | — | $2.6B |
| Net income | $166M | $5.0B |
| Growth | ||
| Revenue growth | −11.1% | 13.1% |
| 5-year growth | 2.9% | 4.1% |
| Share count change | −1.7% | −0.7% |
| Profitability | ||
| Gross margin | 33.9% | 57.0% |
| Operating margin | 1.5% | 34.1% |
| Net margin | 1.4% | 28.3% |
| FCF margin | — | 14.7% |
| Return on capital | 0.5% | 21.8% |
| Return on equity | 0.9% | 30.2% |
| Balance sheet | ||
| Net debt | −$1.6B | $9.2B |
| Net debt / EBITDA | −0.8x | 1.2x |
| Dividends and buybacks | $688M | $6.5B |
| Valuation & quality | ||
| P/E | — | 36.9x |
| Piotroski F-score | 6 | 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.