ADI vs NXPI vs TSEM Stock Comparison

Analog Devices, NXP Semiconductors and Tower Semiconductor Prices as of Oct 28, 2026 Peers: Industry group
ADI Analog Devices Inc
$428.27 +8.3% 1M +78.9% 1Y
Market cap
$207.52B
P/E
50.3x
Revenue (TTM)
$13.88B
Div. yield
1.00%
Semiconductor Manufacturing Technology
4 wins
NXPI NXP Semiconductors N.V.
$251.69 +6.5% 1M +18.2% 1Y
Market cap
$63.44B
P/E
19.7x
Revenue (TTM)
$13.80B
Div. yield
1.61%
Semiconductor Manufacturing Technology
4 wins
TSEM Tower Semiconductor Ltd
$193.52 -14.4% 1M +141.2% 1Y
Market cap
$21.78B
P/E
70.3x
Revenue (TTM)
$1.71B
Div. yield
–
Semiconductor Manufacturing Technology
4 wins

Head to Head

12 decided of 12

Analog Devices leads on 4 of the 12 questions below (Analog Devices 4, NXP Semiconductors 4, Tower Semiconductor 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionADINXPITSEMLeader
Larger companyMarket capitalisation $207.52B $63.44B $21.78B ADI
Cheaper on earningsLower P/E, profitable companies only 50.3x 19.7x 70.3x NXPI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 34.7x 16.1x 51.6x NXPI
Faster revenue growthRevenue growth, trailing twelve months +33.6% +14.6% +14.9% ADI
More profitableNet margin, trailing twelve months 29.8% 23.4% 18.0% ADI
Better return on capitalReturn on invested capital 10.2% 15.8% 8.7% NXPI
Less leveragedLower net debt / EBITDA 1.0x 1.3x -2.2x TSEM
Higher dividend yieldTrailing dividend yield 1.00% 1.61% — NXPI
Better 1-year returnPrice return, last 12 months +78.9% +18.2% +141.2% TSEM
Better 5-year returnAnnualised price return, 5 years +19.8%/yr +4.6%/yr +43.5%/yr TSEM
Less volatileAnnualised volatility, 1 year 36.6% 47.7% 83.5% ADI
Higher overall scoreMean of the five percentile scores vs peers 63/100 61/100 72/100 TSEM

Percentile Scorecard

ADINXPITSEM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisADINXPITSEM
Valuation 48 #49 of 94 82 #18 of 94 60 #38 of 94
Growth 78 #21 of 92 64 #34 of 92 70 #28 of 92
Profitability 82 #17 of 90 84 #15 of 90 75 #23 of 90
Financial Health 31 #69 of 99 8 #91 of 99 82 #19 of 99
Shareholder Returns 75 #19 of 73 69 #23 of 73 –
Overall 63 61 72
  • ADI ranked among 103 companies in Semiconductors
  • NXPI ranked among 103 companies in Semiconductors
  • TSEM ranked among 103 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodADINXPITSEMSPY
1 month +8.3%+6.5%-14.4% +0.9%
3 months +21.2%+4.4%+3.0% +5.9%
6 months +10.0%-13.0%-2.8% +8.5%
Year to date +57.9%+16.0%+64.8% +13.3%
1 year +78.9%+18.2%+141.2% +12.4%
3 years +166.7%+40.5%+733.4% +88.1%
3 years, per year +38.7%+12.0%+102.8% +23.5%
5 years +146.9%+25.3%+507.2% +68.2%
5 years, per year +19.8%+4.6%+43.5% +11.0%
10 years +574.1%+152.2%+1,136.5% +263.4%
10 years, per year +21.0%+9.7%+28.6% +13.8%

Risk

MeasureADINXPITSEMSPY
Volatility, 1Y 36.6%47.7%83.5% 12.7%
Downside volatility, 1Y 36.6%41.6%77.3% 12.7%
Beta vs S&P 500, 1Y 1.741.773.23 1.00
Return / volatility, 1Y 2.160.381.69 0.98
Max drawdown, 5Y -32.5%-47.2%-55.4% -25.4%
From 52-week high -3.9%-24.3%-38.9% -0.9%
52-week high $445.48$332.67$316.85 $779.14
52-week low $225.20$184.19$80.23 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleADINXPITSEM
P/E now vs peer median 50.3xmedian 46.0x 19.7xmedian 46.0x 70.3xmedian 46.0x
P/S now vs peer median 14.9xmedian 7.9x 4.6xmedian 7.9x 12.7xmedian 7.9x
EV/EBITDA now vs peer median 31.0xmedian 28.3x 13.2xmedian 28.3x 34.2xmedian 28.3x
P/FCF now vs peer median 42.0xmedian 41.4x 18.1xmedian 41.4x 15.3xmedian 41.4x
P/B now vs peer median 6.2xmedian 4.6x 5.1xmedian 4.6x 7.1xmedian 4.6x
PEG now vs peer median 11.67median 2.30 3.53median 2.30 23.61median 2.30

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsADINXPITSEM
Revenue $13.88B $13.80B $1.71B
Gross profit $9.13B $7.79B $459.38M
Operating income $4.93B $4.55B $276.26M
Net income $4.14B $3.28B $291.84M
Free cash flow $4.94B $3.50B $1.42B
R&D $1.98B $2.47B $94.01M
EPS (diluted) $8.46 $12.72 $2.71
Cash & equivalents $2.17B $3.94B $231.19M
Total debt $9.12B $10.98B $764.88M
Shares (diluted) 488.84M 253.83M 113.60M
Enterprise value $194.06B $49.68B $16.42B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricADINXPITSEM
P/E 50.3x 19.7x 70.3x
P/FCF 42.0x 18.1x 15.3x
P/Operating cash flow 37.4x 16.7x 25.2x
P/S 14.9x 4.6x 12.7x
P/B 6.2x 5.1x 7.1x
P/Tangible book 8.0x 5.7x 7.1x
EV/EBITDA 31.0x 13.2x 34.2x
EV/EBIT 43.4x 15.5x 74.0x
EV/Revenue 15.4x 5.1x 12.0x
EV/FCF 43.4x 20.1x 14.4x
EV/Operating cash flow 38.6x 18.5x 23.6x
PEG (3Y EPS CAGR) 11.67 3.53 23.61

Growth

14 metrics
MetricADINXPITSEM
Revenue growth (1Y) 33.6% 14.6% 14.9%
Revenue CAGR (3Y) 2.6% 1.6% 3.5%
Gross profit growth (1Y) 46.2% 18.2% 37.9%
Gross profit CAGR (3Y) 2.9% 1.2% 2.1%
Operating income growth (1Y) 93.0% 52.7% 57.9%
Operating income CAGR (3Y) 4.8% 6.8% -4.6%
Net income growth (1Y) 111.2% 55.9% 50.7%
Net income CAGR (3Y) 3.3% 4.8% 0.8%
EPS growth (1Y) 114.6% 56.9% 39.7%
EPS CAGR (3Y) 4.3% 5.6% 3.0%
Operating cash flow growth (1Y) 33.2% 63.8% 95.9%
Operating cash flow CAGR (3Y) 5.1% 3.3% 29.0%
Free cash flow growth (1Y) 34.2% 85.2% 60.8%
Free cash flow CAGR (3Y) 10.2% 10.9% 27.8%

Profitability

14 metrics
MetricADINXPITSEM
Gross margin 65.8% 56.4% 26.9%
EBITDA margin 49.8% 38.6% 34.9%
Operating margin 35.5% 33.0% 16.2%
Pretax margin 33.9% 30.1% 18.9%
Net margin 29.8% 23.4% 18.0%
FCF margin 35.6% 25.4% 83.3%
Operating cash flow margin 39.9% 27.5% 50.6%
Return on equity 12.3% 27.1% 9.6%
Return on assets 8.6% 12.1% 7.8%
Return on invested capital 10.2% 15.8% 8.7%
Return on capital employed 11.6% 19.6% 8.3%
Asset turnover 0.3x 0.5x 0.5x
Cash conversion (OCF / net income) 1.3x 1.2x 3.0x
Stock comp / revenue 2.5% 3.1% –

Financial Health

11 metrics
MetricADINXPITSEM
Debt / assets 18.8% 39.8% 3.8%
Debt / equity 0.3x 0.9x 0.0x
Net debt / EBITDA 1.0x 1.3x -2.2x
Debt / FCF 1.8x 3.1x 0.1x
Liabilities / assets 30.7% 54.8% 18.6%
Equity / assets 69.3% 45.2% 81.4%
Interest coverage 14.1x – –
Current ratio 1.3x 2.1x 4.9x
Quick ratio 0.8x 1.3x 4.2x
Cash ratio 0.4x 1.0x 3.7x
Altman Z-score 9.39 3.78 –

Shareholder Returns

7 metrics
MetricADINXPITSEM
Dividend yield 1.0% 1.6% –
Net buyback yield 1.4% 0.9% –
Shareholder yield 2.4% 2.5% –
Payout ratio (earnings) 49.4% 31.1% –
Payout ratio (FCF) 41.4% 29.2% –
Dividend growth (1Y) 7.8% -0.7% –
Dividend CAGR (3Y) 7.6% 1.9% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusADINXPITSEM
Forward P/E 34.7xFY2026 16.1xFY2026 51.6xFY2026
EPS, next fiscal year $12.33FY2026 $15.67FY2026 $3.75FY2026
EPS growth, next FY +58.3%FY2026 +32.7%FY2026 +63.8%FY2026
EPS growth, the year after +27.0% +19.5% +74.1%
Revenue, next fiscal year $15.85BFY2026 $13.40BFY2026 $1.86BFY2026
Revenue growth, next FY +43.8%FY2026 +9.2%FY2026 +18.5%FY2026
Revenue growth, the year after +19.8% +23.7% +56.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersADINXPITSEM
Held by institutions 90.9% 95.1% 55.6%
Institutions holding 2,288 1,253 450
Change in shares held, QoQ +4.5% +1.9% -10.0%
Institutions buying 1,182 663 244
Institutions selling 820 416 162
Buyers to sellers 1.44 1.59 1.51

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ADINXPITSEM
ADI 1.00 0.69 0.54
NXPI 0.69 1.00 0.41
TSEM 0.54 0.41 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ADI, NXPI and TSEM?

Analog Devices (ADI) is the largest by market capitalisation: Analog Devices (ADI) $207.52B, NXP Semiconductors (NXPI) $63.44B, Tower Semiconductor (TSEM) $21.78B.

Which stock is cheaper, ADI, NXPI and TSEM?

NXP Semiconductors (NXPI) trades on the lowest price-to-earnings ratio (Analog Devices (ADI) 50.3x, NXP Semiconductors (NXPI) 19.7x, Tower Semiconductor (TSEM) 70.3x). On next year's consensus earnings, NXP Semiconductors (NXPI) is cheapest (Analog Devices (ADI) 34.7x, NXP Semiconductors (NXPI) 16.1x, Tower Semiconductor (TSEM) 51.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Analog Devices (ADI) grew revenue fastest over the trailing twelve months: Analog Devices (ADI) +33.6%, NXP Semiconductors (NXPI) +14.6%, Tower Semiconductor (TSEM) +14.9%.

Which company is more profitable?

Analog Devices (ADI) has the highest net margin (Analog Devices (ADI) 29.8%, NXP Semiconductors (NXPI) 23.4%, Tower Semiconductor (TSEM) 18.0%). On return on invested capital, NXP Semiconductors (NXPI) leads (Analog Devices (ADI) 10.2%, NXP Semiconductors (NXPI) 15.8%, Tower Semiconductor (TSEM) 8.7%).

Which stock has performed better?

Over the past year Tower Semiconductor (TSEM) returned the most: Analog Devices (ADI) +78.9%, NXP Semiconductors (NXPI) +18.2%, Tower Semiconductor (TSEM) +141.2%. Over five years, Tower Semiconductor (TSEM) compounded fastest (Analog Devices (ADI) +19.8%/yr, NXP Semiconductors (NXPI) +4.6%/yr, Tower Semiconductor (TSEM) +43.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

NXP Semiconductors (NXPI) has the highest dividend yield: Analog Devices (ADI) 1.00%, NXP Semiconductors (NXPI) 1.61%. Tower Semiconductor (TSEM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Analog Devices (ADI) has been the steadiest (Analog Devices (ADI) 36.6%, NXP Semiconductors (NXPI) 47.7%, Tower Semiconductor (TSEM) 83.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ADI, NXPI and TSEM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Analog Devices (ADI) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.