Texas Instruments is the world's largest analog chipmaker and a key supplier of analog and embedded chips into a wide range of applications. We’re encouraged by TI’s relentless focus on higher-margin semiconductors, and when combined with smart operational moves on the manufacturing front, we foresee robust free cash flow generation in the years ahead.
Texas Instruments has a leading market share position in the lucrative analog semiconductor market, holding scale advantages that virtually no other rival can match.
If U.S.-China trade tensions continue, customers in China may gravitate to analog and embedded parts made by TI’s neutral European-based rivals, such as STMicro, Infineon, or NXP.
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Metric
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TXN
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NXPI
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MCHP
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|---|---|---|---|
Price/Earnings (Normalized) | 23.38 | 15.63 | 14.08 |
Price/Book Value | 8.80 | 6.53 | 6.43 |
Price/Sales | 8.56 | 4.32 | 5.43 |
Price/Cash Flow | 19.93 | 14.03 | 13.11 |
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Metric
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TXN
|
NXPI
|
MCHP
|
|---|---|---|---|
Quick Ratio | 3.27 | 1.20 | 0.58 |
Current Ratio | 4.55 | 1.91 | 1.03 |
Interest Coverage | 22.01 | 8.23 | 18.47 |
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Metric
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TXN
|
NXPI
|
MCHP
|
|---|---|---|---|
Return on Assets (Normalized) | 22.56% | 15.37% | 21.82% |
Return on Equity (Normalized) | 43.06% | 44.97% | 54.48% |
Return on Invested Capital (Normalized) | 27.08% | 19.74% | 28.31% |
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Ticker
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Name
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Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
NVDA
| NVIDIA Corp | Vncmxytkw | Yct | $2.1 Tril | |
TSM
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Wjzyxmywv | Fysp | $644.2 Bil | |
AVGO
| Broadcom Inc | Njgfmsslnl | Fmt | $583.4 Bil | |
AMD
| Advanced Micro Devices Inc | Bstxmdgsqt | Xffzn | $250.6 Bil | |
QCOM
| Qualcomm Inc | Zwtjjfwhg | Yptpnt | $180.2 Bil | |
INTC
| Intel Corp | Qbhymwkvt | Psvhd | $149.2 Bil | |
MU
| Micron Technology Inc | Jslmwkql | Bnsx | $123.9 Bil | |
ARM
| ARM Holdings PLC ADR | Wvgdwqlzl | Pnvk | $107.9 Bil | |
ADI
| Analog Devices Inc | Llgqtcwqz | Mwpf | $93.0 Bil |
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