STM vs NXPI vs ON Stock Comparison

STMicroelectronics, NXP Semiconductors and On Semiconductor Prices as of Oct 28, 2026 Peers: Industry group
STM STMicroelectronics N.V.
$48.54 -8.0% 1M +92.5% 1Y
Market cap
$43.14B
P/E
93.0x
Revenue (TTM)
$13.10B
Div. yield
0.74%
Semiconductor Manufacturing Technology
1 win
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
9 wins
ON On Semiconductor Corp
$75.63 0.0% 1M +46.0% 1Y
Market cap
$29.44B
P/E
46.8x
Revenue (TTM)
$6.20B
Div. yield
–
Semiconductor Manufacturing Technology
2 wins

Head to Head

12 decided of 12

NXP Semiconductors leads on 9 of the 12 questions below (NXP Semiconductors 9, On Semiconductor 2, STMicroelectronics 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSTMNXPIONLeader
Larger companyMarket capitalisation $43.14B $63.44B $29.44B NXPI
Cheaper on earningsLower P/E, profitable companies only 93.0x 19.7x 46.8x NXPI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 37.6x 16.1x 22.6x NXPI
Faster revenue growthRevenue growth, trailing twelve months +10.5% +14.6% -3.1% NXPI
More profitableNet margin, trailing twelve months 3.6% 23.4% 10.2% NXPI
Better return on capitalReturn on invested capital 3.9% 15.8% 5.4% NXPI
Less leveragedLower net debt / EBITDA — 1.3x 0.4x ON
Higher dividend yieldTrailing dividend yield 0.74% 1.61% — NXPI
Better 1-year returnPrice return, last 12 months +92.5% +18.2% +46.0% STM
Better 5-year returnAnnualised price return, 5 years +0.4%/yr +4.6%/yr +9.5%/yr ON
Less volatileAnnualised volatility, 1 year 60.2% 47.7% 63.2% NXPI
Higher overall scoreMean of the five percentile scores vs peers 40/100 61/100 59/100 NXPI

Percentile Scorecard

STMNXPION

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

AxisSTMNXPION
Valuation 79 #21 of 94 82 #18 of 94 81 #19 of 94
Growth 11 #82 of 92 64 #34 of 92 19 #75 of 92
Profitability 38 #56 of 90 84 #15 of 90 64 #33 of 90
Financial Health 40 #60 of 99 8 #91 of 99 33 #67 of 99
Shareholder Returns 32 #50 of 73 69 #23 of 73 99 #2 of 73
Overall 40 61 59
  • STM ranked among 103 companies in Semiconductors
  • NXPI ranked among 103 companies in Semiconductors
  • ON ranked among 103 companies in Semiconductors

Price Performance

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

Returns

PeriodSTMNXPIONSPY
1 month -8.0%+6.5%0.0% +0.9%
3 months +0.3%+4.4%-4.1% +5.9%
6 months -7.8%-13.0%-23.5% +8.5%
Year to date +87.1%+16.0%+39.7% +13.3%
1 year +92.5%+18.2%+46.0% +12.4%
3 years +22.6%+40.5%-9.4% +88.1%
3 years, per year +7.0%+12.0%-3.3% +23.5%
5 years +1.9%+25.3%+57.3% +68.2%
5 years, per year +0.4%+4.6%+9.5% +11.0%
10 years +427.0%+152.2%+555.9% +263.4%
10 years, per year +18.1%+9.7%+20.7% +13.8%

Risk

MeasureSTMNXPIONSPY
Volatility, 1Y 60.2%47.7%63.2% 12.7%
Downside volatility, 1Y 61.2%41.6%66.6% 12.7%
Beta vs S&P 500, 1Y 2.871.772.64 1.00
Return / volatility, 1Y 1.540.380.73 0.98
Max drawdown, 5Y -67.2%-47.2%-70.4% -25.4%
From 52-week high -39.3%-24.3%-43.5% -0.9%
52-week high $79.91$332.67$133.93 $779.14
52-week low $21.20$184.19$44.90 $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.

MultipleSTMNXPION
P/E now vs peer median 93.0xmedian 46.0x 19.7xmedian 46.0x 46.8xmedian 46.0x
P/S now vs peer median 3.3xmedian 7.9x 4.6xmedian 7.9x 4.8xmedian 7.9x
EV/EBITDA now vs peer median —median 28.3x 13.2xmedian 28.3x 20.4xmedian 28.3x
P/FCF now vs peer median —median 41.4x 18.1xmedian 41.4x 19.6xmedian 41.4x
P/B now vs peer median 2.3xmedian 4.6x 5.1xmedian 4.6x 4.1xmedian 4.6x
PEG now vs peer median -1.78median 2.30 3.53median 2.30 -1.61median 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 monthsSTMNXPION
Revenue $13.10B $13.80B $6.20B
Gross profit $4.49B $7.79B $2.34B
Operating income $804.00M $4.55B $669.70M
Net income -$33.00M $3.28B $633.80M
Free cash flow – $3.50B $1.50B
R&D $2.11B $2.47B $560.80M
EPS (diluted) $0.50 $12.72 $1.56
Cash & equivalents $3.10B $3.94B $3.51B
Total debt $1.91B $10.98B $4.46B
Shares (diluted) 923.05M 253.83M 404.40M
Enterprise value $29.41B $49.68B $17.77B

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
MetricSTMNXPION
P/E 93.0x 19.7x 46.8x
P/FCF – 18.1x 19.6x
P/Operating cash flow – 16.7x 17.6x
P/S 3.3x 4.6x 4.8x
P/B 2.3x 5.1x 4.1x
P/Tangible book 2.6x 5.7x 4.3x
EV/EBITDA – 13.2x 20.4x
EV/EBIT 50.7x 15.5x 44.9x
EV/Revenue 3.1x 5.1x 4.8x
EV/FCF – 20.1x 20.0x
EV/Operating cash flow – 18.5x 18.0x
PEG (3Y EPS CAGR) -1.78 3.53 -1.61

Growth

14 metrics
MetricSTMNXPION
Revenue growth (1Y) 10.5% 14.6% -3.1%
Revenue CAGR (3Y) 0.2% 1.6% -9.5%
Gross profit growth (1Y) 5.7% 18.2% -3.6%
Gross profit CAGR (3Y) -18.8% 1.2% -16.3%
Operating income growth (1Y) 28.0% 52.7% 41.4%
Operating income CAGR (3Y) -45.3% 6.8% -34.4%
Net income growth (1Y) -106.8% 55.9% 35.4%
Net income CAGR (3Y) -26.2% 4.8% -31.3%
EPS growth (1Y) -27.2% 56.9% 38.8%
EPS CAGR (3Y) -52.3% 5.6% -29.0%
Operating cash flow growth (1Y) – 63.8% -8.7%
Operating cash flow CAGR (3Y) – 3.3% -12.9%
Free cash flow growth (1Y) – 85.2% 16.6%
Free cash flow CAGR (3Y) – 10.9% 9.8%

Profitability

14 metrics
MetricSTMNXPION
Gross margin 34.3% 56.4% 37.7%
EBITDA margin – 38.6% 23.7%
Operating margin 6.1% 33.0% 10.8%
Pretax margin 5.7% 30.1% 11.6%
Net margin 3.6% 23.4% 10.2%
FCF margin – 25.4% 24.2%
Operating cash flow margin – 27.5% 27.0%
Return on equity 2.6% 27.1% 8.7%
Return on assets 1.8% 12.1% 5.0%
Return on invested capital 3.9% 15.8% 5.4%
Return on capital employed 3.7% 19.6% 6.3%
Asset turnover 0.5x 0.5x 0.5x
Cash conversion (OCF / net income) – 1.2x 2.6x
Stock comp / revenue 1.4% 3.1% 2.4%

Financial Health

11 metrics
MetricSTMNXPION
Debt / assets 6.7% 39.8% 33.1%
Debt / equity 0.1x 0.9x 0.6x
Net debt / EBITDA – 1.3x 0.4x
Debt / FCF – 3.1x 3.0x
Liabilities / assets 33.6% 54.8% 46.3%
Equity / assets 66.4% 45.2% 53.7%
Interest coverage – – 10.9x
Current ratio 2.5x 2.1x 3.5x
Quick ratio 1.5x 1.3x 2.3x
Cash ratio 0.8x 1.0x 1.8x
Altman Z-score 4.25 3.78 4.79

Shareholder Returns

7 metrics
MetricSTMNXPION
Dividend yield 0.7% 1.6% –
Net buyback yield -0.7% 0.9% 3.9%
Shareholder yield 0.0% 2.5% 3.9%
Payout ratio (earnings) – 31.1% –
Payout ratio (FCF) – 29.2% –
Dividend growth (1Y) – -0.7% –
Dividend CAGR (3Y) – 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.

ConsensusSTMNXPION
Forward P/E 37.6xFY2026 16.1xFY2026 22.6xFY2026
EPS, next fiscal year $1.29FY2026 $15.67FY2026 $3.34FY2026
EPS growth, next FY +143.4%FY2026 +32.7%FY2026 +42.1%FY2026
EPS growth, the year after +103.1% +19.5% +30.5%
Revenue, next fiscal year $13.79BFY2026 $13.40BFY2026 $6.21BFY2026
Revenue growth, next FY +16.9%FY2026 +9.2%FY2026 +3.5%FY2026
Revenue growth, the year after +18.2% +23.7% +26.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSTMNXPION
Held by institutions 19.0% 95.1% 100.0%
Institutions holding 603 1,253 998
Change in shares held, QoQ +57.4% +1.9% -1.0%
Institutions buying 429 663 552
Institutions selling 108 416 334
Buyers to sellers 3.97 1.59 1.65

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.

STMNXPION
STM 1.00 0.66 0.71
NXPI 0.66 1.00 0.72
ON 0.71 0.72 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, STM, NXPI and ON?

NXP Semiconductors (NXPI) is the largest by market capitalisation: STMicroelectronics (STM) $43.14B, NXP Semiconductors (NXPI) $63.44B, On Semiconductor (ON) $29.44B.

Which stock is cheaper, STM, NXPI and ON?

NXP Semiconductors (NXPI) trades on the lowest price-to-earnings ratio (STMicroelectronics (STM) 93.0x, NXP Semiconductors (NXPI) 19.7x, On Semiconductor (ON) 46.8x). On next year's consensus earnings, NXP Semiconductors (NXPI) is cheapest (STMicroelectronics (STM) 37.6x, NXP Semiconductors (NXPI) 16.1x, On Semiconductor (ON) 22.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

NXP Semiconductors (NXPI) grew revenue fastest over the trailing twelve months: STMicroelectronics (STM) +10.5%, NXP Semiconductors (NXPI) +14.6%, On Semiconductor (ON) -3.1%.

Which company is more profitable?

NXP Semiconductors (NXPI) has the highest net margin (STMicroelectronics (STM) 3.6%, NXP Semiconductors (NXPI) 23.4%, On Semiconductor (ON) 10.2%). On return on invested capital, NXP Semiconductors (NXPI) leads (STMicroelectronics (STM) 3.9%, NXP Semiconductors (NXPI) 15.8%, On Semiconductor (ON) 5.4%).

Which stock has performed better?

Over the past year STMicroelectronics (STM) returned the most: STMicroelectronics (STM) +92.5%, NXP Semiconductors (NXPI) +18.2%, On Semiconductor (ON) +46.0%. Over five years, On Semiconductor (ON) compounded fastest (STMicroelectronics (STM) +0.4%/yr, NXP Semiconductors (NXPI) +4.6%/yr, On Semiconductor (ON) +9.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

NXP Semiconductors (NXPI) has the highest dividend yield: STMicroelectronics (STM) 0.74%, NXP Semiconductors (NXPI) 1.61%. On Semiconductor (ON) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, NXP Semiconductors (NXPI) has been the steadiest (STMicroelectronics (STM) 60.2%, NXP Semiconductors (NXPI) 47.7%, On Semiconductor (ON) 63.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, STM, NXPI and ON?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, NXP Semiconductors (NXPI) leads on 9. 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.