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) | 23.36 | 15.58 | 13.96 |
Price/Book Value | 8.79 | 6.51 | 6.38 |
Price/Sales | 8.55 | 4.30 | 5.38 |
Price/Cash Flow | 19.91 | 13.98 | 13.00 |
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Metric
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TXN
|
NXPI
|
MCHP
|
|---|---|---|---|
Quick Ratio | 3.27 | 1.20 | 0.51 |
Current Ratio | 4.55 | 1.91 | 0.98 |
Interest Coverage | 22.01 | 8.23 | 17.22 |
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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
|
Name
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Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
NVDA
| NVIDIA Corp | Bkcxxbgch | Phhh | $1.9 Tril | |
TSM
| Taiwan Semiconductor Manufacturing Co Ltd ADR | Svjyhxbpkd | Qdh | $644.2 Bil | |
AVGO
| Broadcom Inc | Lkzzpnsgd | Xgdw | $567.4 Bil | |
AMD
| Advanced Micro Devices Inc | Hnjpqdrxf | Bwhqnj | $240.2 Bil | |
QCOM
| Qualcomm Inc | Xnbtpnxnb | Fpflt | $178.8 Bil | |
INTC
| Intel Corp | Xcpvdblw | Nwcd | $145.5 Bil | |
MU
| Micron Technology Inc | Tljmvrvdm | Wbwyq | $120.8 Bil | |
ARM
| ARM Holdings PLC ADR | Sgschpbl | Yswyn | $95.7 Bil | |
ADI
| Analog Devices Inc | Jhwgslrl | Dgzs | $92.4 Bil |
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