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NXP Semiconductors N.V. vs Texas Instruments: Which Stock Looks Stronger in 2026?

Texas Instruments holds the cleaner structural position, with profitability as the main driver and valuation adding further support. NXP Semiconductors still has the edge on valuation, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — Texas Instruments holds the more constructive position. That puts structure and market broadly in agreement — Texas Instruments's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across profitability and stability, rather than sitting in one isolated gap. Texas Instruments Incorporated leads by 8 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. NXPI and TXN share the same industry classification.

For a similarity-based comparison, see how NXP Semiconductors and Texas Instruments each position within their functional peer groups in AssetNext.

Peer-Relative Score
NXPI
NXP Semiconductors N.V.
57
Peer-Score
Signal qualityHigh
vs
TXN
Texas Instruments Incorporated
65
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: NXPI vs TXN Profitability 54 85 Stability 53 75 Valuation 83 59 Growth 25 34 NXPI TXN
Gap Ranking
#1 Profitability +31
#2 Valuation +24
#3 Stability +22
#4 Growth +9
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NXPI and TXN Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NXPITXN Relative valuation Structural strength

Texas Instruments Incorporated is cheaper, but NXP Semiconductors N.V. is still stronger.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Both profiles are strong on profitability, but Texas Instruments Incorporated leads clearly.
Valuation
On valuation, the edge is clear — both rank well, but NXP Semiconductors N.V. sits noticeably higher.
Profitability — Dominant Gap
NXPI
54
TXN
85
Gap+31in favour of TXN

The profitability lead is mainly driven by a 7.7-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for NXP Semiconductors, with a forward P/E that is 13.1 turns lower there.

What this means for the comparison

Profitability is the clearest driver of the lead, with valuation adding further support — though valuation still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the NXPI vs TXN comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how NXPI and TXN each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.