AOSL vs TXN Stock Comparison

Alpha & Omega Semiconductor and Texas Instruments Prices as of Oct 26, 2026 Peers: Industry group
TXN Texas Instruments Inc
$298.12 +7.2% 1M +76.3% 1Y
Market cap
$282.65B
P/E
40.0x
Revenue (TTM)
$20.77B
Div. yield
–
Semiconductor Manufacturing Technology
8 wins

Head to Head

9 decided of 12

Texas Instruments leads on 8 of the 12 questions below (Texas Instruments 8, Alpha & Omega Semiconductor 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAOSLTXNLeader
Larger companyMarket capitalisation $732.00M $282.65B TXN
Cheaper on earningsLower P/E, profitable companies only -17.4x 40.0x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 34.8x –
Faster revenue growthRevenue growth, trailing twelve months -2.5% +20.3% TXN
More profitableNet margin, trailing twelve months -6.2% 34.1% TXN
Better return on capitalReturn on invested capital -5.4% 22.9% TXN
Less leveragedLower net debt / EBITDA -12.6x 0.5x AOSL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -27.4% +76.3% TXN
Better 5-year returnAnnualised price return, 5 years -7.6%/yr +9.8%/yr TXN
Less volatileAnnualised volatility, 1 year 90.3% 41.9% TXN
Higher overall scoreMean of the five percentile scores vs peers 32/100 68/100 TXN

Percentile Scorecard

AOSLTXN

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

AxisAOSLTXN
Valuation 47 #51 of 95 56 #42 of 95
Growth 2 #91 of 93 70 #29 of 93
Profitability 24 #69 of 91 98 #3 of 91
Financial Health 63 #38 of 101 43 #58 of 101
Shareholder Returns 22 #59 of 75 74 #20 of 75
Overall 32 68
  • AOSL ranked among 104 companies in Semiconductors
  • TXN ranked among 104 companies in Semiconductors

Price Performance

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

Returns

PeriodAOSLTXNSPY
1 month -21.3%+7.2% -0.8%
3 months -28.7%+6.7% +3.5%
6 months -48.1%+10.6% +7.0%
Year to date +10.9%+71.8% +12.2%
1 year -27.4%+76.3% +13.0%
3 years -8.5%+108.3% +86.3%
3 years, per year -2.9%+27.7% +23.1%
5 years -32.5%+59.3% +68.6%
5 years, per year -7.6%+9.8% +11.0%
10 years +1.9%+315.7% +258.0%
10 years, per year +0.2%+15.3% +13.6%

Risk

MeasureAOSLTXNSPY
Volatility, 1Y 90.3%41.9% 12.7%
Downside volatility, 1Y 98.1%35.4% 12.7%
Beta vs S&P 500, 1Y 3.441.48 1.00
Return / volatility, 1Y -0.301.82 1.02
Max drawdown, 5Y -75.3%-33.9% -25.4%
From 52-week high -58.8%-10.3% -1.8%
52-week high $53.32$332.28 $779.14
52-week low $17.47$153.33 $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.

MultipleAOSLTXN
P/E now vs peer median -15.7xmedian 42.1x 38.5xmedian 42.1x
P/S now vs peer median 1.0xmedian 7.1x 13.1xmedian 7.1x
EV/EBITDA now vs peer median 34.7xmedian 27.5x 25.9xmedian 27.5x
P/FCF now vs peer median -9.8xmedian 37.2x 37.2xmedian 37.2x
P/B now vs peer median 0.8xmedian 4.2x 14.2xmedian 4.2x
PEG now vs peer median 0.21median 2.23 -259.75median 2.23

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 monthsAOSLTXN
Revenue $678.93M $20.77B
Gross profit $151.54M $12.51B
Operating income -$43.20M $8.47B
Net income -$42.27M $7.11B
Free cash flow -$68.07M $7.32B
R&D $103.86M $2.10B
EPS (diluted) $-1.40 $7.68
Cash & equivalents $180.77M $4.21B
Total debt $18.90M $13.56B
Shares (diluted) 29.95M 921.00M
Enterprise value -$58.87M $257.52B

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
MetricAOSLTXN
P/E -15.7x 38.5x
P/FCF -9.8x 37.2x
P/Operating cash flow -40.7x 27.5x
P/S 1.0x 13.1x
P/B 0.8x 14.2x
P/Tangible book 0.8x 14.4x
EV/EBITDA 34.7x 25.9x
EV/EBIT -11.3x 32.8x
EV/Revenue 0.7x 13.4x
EV/FCF -7.2x 38.0x
EV/Operating cash flow -29.9x 28.1x
PEG (3Y EPS CAGR) 0.21 -259.75

Growth

14 metrics
MetricAOSLTXN
Revenue growth (1Y) -2.5% 20.3%
Revenue CAGR (3Y) -0.6% 4.7%
Gross profit growth (1Y) -5.9% 26.0%
Gross profit CAGR (3Y) -8.8% 2.3%
Operating income growth (1Y) -51.9% 42.8%
Operating income CAGR (3Y) -57.6% 2.0%
Net income growth (1Y) 56.4% 41.0%
Net income CAGR (3Y) -75.6% 0.1%
EPS growth (1Y) -101.0% 39.9%
EPS CAGR (3Y) -74.9% -0.1%
Operating cash flow growth (1Y) -155.0% 43.5%
Operating cash flow CAGR (3Y) -40.9% 14.8%
Free cash flow growth (1Y) -806.2% 251.8%
Free cash flow CAGR (3Y) 8.9% 64.4%

Profitability

14 metrics
MetricAOSLTXN
Gross margin 22.3% 60.2%
EBITDA margin 2.1% 51.7%
Operating margin -6.4% 40.8%
Pretax margin -5.2% 39.1%
Net margin -6.2% 34.1%
FCF margin -10.0% 35.2%
Operating cash flow margin -2.4% 47.7%
Return on equity -5.3% 38.3%
Return on assets -4.3% 19.6%
Return on invested capital -5.4% 22.9%
Return on capital employed -5.1% 25.4%
Asset turnover 0.7x 0.6x
Cash conversion (OCF / net income) 0.4x 1.4x
Stock comp / revenue 3.9% 2.0%

Financial Health

11 metrics
MetricAOSLTXN
Debt / assets 0.4% 36.8%
Debt / equity 0.0x 0.7x
Net debt / EBITDA -12.6x 0.5x
Debt / FCF -0.1x 1.9x
Liabilities / assets 17.2% 47.9%
Equity / assets 82.8% 52.1%
Interest coverage -55.7x 15.0x
Current ratio 3.4x 5.6x
Quick ratio 1.8x 3.6x
Cash ratio 1.4x 2.7x
Altman Z-score 4.06 13.09

Shareholder Returns

7 metrics
MetricAOSLTXN
Dividend yield – 1.9%
Net buyback yield -0.6% -0.1%
Shareholder yield -0.6% 1.8%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

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.

ConsensusAOSLTXN
Forward P/E – 34.8xFY2026
EPS, next fiscal year $-0.59FY2027 $8.57FY2026
EPS growth, next FY – +57.2%FY2026
EPS growth, the year after – +28.2%
Revenue, next fiscal year $660.97MFY2027 $23.00BFY2026
Revenue growth, next FY -2.6%FY2027 +30.1%FY2026
Revenue growth, the year after +9.5% +8.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAOSLTXN
Held by institutions 75.5% 89.1%
Institutions holding 217 2,863
Change in shares held, QoQ +3.2% +3.6%
Institutions buying 125 1,584
Institutions selling 65 942
Buyers to sellers 1.92 1.68

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.

AOSLTXN
AOSL 1.00 0.53
TXN 0.53 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AOSL and TXN?

Texas Instruments (TXN) is the largest by market capitalisation: Alpha & Omega Semiconductor (AOSL) $732.00M, Texas Instruments (TXN) $282.65B.

Which company is growing faster?

Texas Instruments (TXN) grew revenue fastest over the trailing twelve months: Alpha & Omega Semiconductor (AOSL) -2.5%, Texas Instruments (TXN) +20.3%.

Which company is more profitable?

Texas Instruments (TXN) has the highest net margin (Alpha & Omega Semiconductor (AOSL) -6.2%, Texas Instruments (TXN) 34.1%). On return on invested capital, Texas Instruments (TXN) leads (Alpha & Omega Semiconductor (AOSL) -5.4%, Texas Instruments (TXN) 22.9%).

Which stock has performed better?

Over the past year Texas Instruments (TXN) returned the most: Alpha & Omega Semiconductor (AOSL) -27.4%, Texas Instruments (TXN) +76.3%. Over five years, Texas Instruments (TXN) compounded fastest (Alpha & Omega Semiconductor (AOSL) -7.6%/yr, Texas Instruments (TXN) +9.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Texas Instruments (TXN) has been the steadiest (Alpha & Omega Semiconductor (AOSL) 90.3%, Texas Instruments (TXN) 41.9%). Volatility measures how widely the price swings, not the risk of the business.

Do AOSL and TXN move together?

Their daily returns over the past year have a correlation of 0.53, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, AOSL and TXN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Texas Instruments (TXN) leads on 8. 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.