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NXP SemiconductorsNXPICompetitor analysis, valuation and peers

United States · USD·Information Technology›Semiconductors

Makes automotive, industrial and IoT semiconductors including microcontrollers, processors and secure connectivity chips.

Momentum neutral 55
Mkt cap
$62.6B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$1.32B
20-day average traded
Fwd P/E
14.1×
forward earnings
ROIC−WACC
+3.6 pp
WACC 12.8%
Hurdle
+9 pp
Req g minus delivered
Official | Implied
BBB+ / BBB
agencies · bond market
Next earnings
87 days
1 Feb 2027
Close · USD$248.29
1D+1.6%
1W-4.4%
1M+7.5%
3M+6.4%
6M-15.5%
YTD+15.4%
1Y+19.5%
ATR %4.6%
Beta1.70
52w lowhigh26.7% off high

What NXP Semiconductors does

Makes automotive, industrial and IoT semiconductors including microcontrollers, processors and secure connectivity chips.

Sells chips designed into cars and factory equipment, with revenue starting when a vehicle program goes into production and continuing over the model's life, often through distributors. Automotive is the largest end market. Formed from Philips' chip arm, it is headquartered in the Netherlands and merged with Freescale in 2015.

Products and services

  • Automotive semiconductors (ADAS, powertrain, infotainment)
  • Industrial and IoT chips
  • Mobile/secure connectivity (NFC, secure elements)

Customers

  • Automakers and Tier-1 suppliers
  • Industrial and consumer-electronics OEMs

Where it sits in the supply chain

  • Semiconductors
  • Automotive/industrial chips
  • Microcontrollers and processors

What could go right

  • Automotive chip content growth (EV, ADAS)
  • Industrial IoT semiconductor demand

What could go wrong

  • Automotive production cyclicality
  • China domestic chip competition

Moat: narrow (process know-how, customer qualification, IP / patents). Deep automotive design-in and long qualification cycles create switching costs, though semis remain cyclical.

Headquarters: Eindhoven, Netherlands · Founded: 2006 · Employees: 32,169

Named competitors

NXP Semiconductors at a glance

Size NXP Semiconductors (NXPI) is a United States Information Technology company (Semiconductors) with a market value of $62.6B, the 210th largest of 3,117 United States companies the cockpit tracks. Shares closed at $248.29 on 6 Nov 2026.

Performance Over six months the shares fell 15.5%, against -19.9% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 14.6% over the last twelve months (peer median +25.3%); the operating margin is 29.9% (peer median 20.6%).

Valuation It trades at 14.1× forward earnings against a peer median of 25.5× (5th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.6 points above its cost of capital (12.8% WACC).

Credit NXP Semiconductors has 14 bonds outstanding ($10.00B), rated BBB+ by the agencies and trading like BBB at a weighted spread of 92 bp.

Short interest Short interest is 2.4% of the free float (15 Oct 2026).

Next results Next results expected around 1 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026NXPI 81Peer median 76
Six months, rebased to 100: NXP Semiconductors against the median of its 20 peers (local-currency closes).

NXP Semiconductors financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$13.8B$12.3B$12.6B$13.3B$13.2B
Revenue growth—-3%-5%+1%—
Gross profit$7.68B$6.68B$7.01B$7.26B$7.00B
EBITDA$4.90B$4.13B$4.52B$4.88B$5.04B
Net income$3.23B$2.02B$2.51B$2.80B$2.79B
Free cash flow$3.48B$2.42B$2.06B$2.69B$2.83B
Capital expenditure$463M$537M$876M$1.01B$1.23B
Total debt$11.0B$12.5B$11.1B$11.4B$11.4B

Quarterly statements and history in the cockpit →

NXP Semiconductors competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-40%-20%0%TELIFXMPWR37116882560981300308009150285ACOHRSTMPA24082303ALABMCHPMRVL6888026723688347688008NXPI6-month return →1-month return →
Up and to the right = strong over both horizons. NXP Semiconductors is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×100×200×TELIFXMPWR3711688256300308009150285A2408ALAB688802688347NXPIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. NXP Semiconductors is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%TELIFXMPWR300308009150285ASTMPA24082303MCHPMRVL6723688008NXPIGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. NXP Semiconductors is the large dot.

NXP Semiconductors competitors and peer comparison

Head to head with its named competitors (NXPI vs IFNNY vs STM vs TXN)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
NXP Semiconductors NXPI$62.6B-15%+15%30%14.1×16.3%
Infineon Technologies IFNNY$73.4B-30%+14%13%17.1×34.7%
STM STM$41.0B-29%+16%7%17.3×38.6%
Texas Instruments TXN$253B-4%+20%41%24.6×23.3%
ON Semiconductor ON$24.6B-39%+3%19%14.3×20.0%
Renesas Electronics 6723.T$27.9B-23%+26%24%9.9×12.2%
Microchip Technology MCHP$31.7B-41%+21%16%14.5×34.2%
Analog Devices ADI$176B-13%+34%36%22.4×27.8%
Silicon Laboratories SLAB$7.39B+2%+22%-3%60.3×n/a
Nordic Semiconductor NOD.OL$3.62B-12%+15%8%54.6×n/a

How NXP Semiconductors compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

NXP Semiconductors against its 20 peers (data as of 6 Nov 2026)
MeasureNXPIPeer medianRank in peer set
1-month return+7.5%-24.5%highest of 21
6-month return-15.5%-19.9%10th highest of 21
Distance from 52-week high-26.7%-51.7%2nd highest of 21
Revenue growth (TTM)+14.6%+25.3%4th lowest of 21
Operating margin29.9%20.6%6th highest of 20
Forward P/E14.1×25.5×5th cheapest of 21
Growth the price implies (Req g, 7 yrs)16.3%30.2%6th least demanding of 14
Growth delivered (Del g)+7.3%+11.3%6th lowest of 14
Hurdle (Req g minus delivered)+9.0 pp+12.6 pp7th least demanding of 14
ROIC minus cost of capital+3.6 pp-0.9 pp8th highest of 20
EV / EBITDA14.3×16.8×6th cheapest of 15
Net debt / EBITDA1.4×0.4×4th most indebted of 15
Bond spread92 bp96 bp3rd tightest of 6

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
NXP Semiconductors NXPIUnited States$62.6B-15%+15%30%14.1×16.3%+7.3%
TE Connectivity TELUnited States$59.5B+1%+15%22%15.1×8.2%+5.9%
Infineon Technologies IFX.DEGermany$66.8B-33%+6%13%26.0×30.2%+11.3%
Monolithic Power Systems MPWRUnited States$58.1B-26%+40%30%28.3×39.6%+27.0%
Ase Technology 3711.TWTaiwan$70.4B+2%+25%11%17.3×n/an/a
Cambricon Technologies 688256.SSChina$75.7B-30%+104%33%87.3×n/an/a
SMIC 0981.HKHong Kong$76.7B-41%+20%9%32.9×n/an/a
Zhongji Innolight 300308.SZChina$79.4B-48%+162%41%15.4×23.2%+40.3%
SamsungElecMech 009150.KSSouth Korea$47.2B+5%+22%12%38.7×42.8%+7.9%
Kioxia 285A.TJapan$88.9B+139%+265%70%2.5×-3.0%+18.8%
Coherent COHRUnited States$38.0B-42%+23%14%16.6×n/an/a
STMicroelectronics STMPA.PAFrance$37.7B-32%+10%7%31.4×34.0%+3.1%
Nanya Technology 2408.TWTaiwan$35.8B+34%+586%71%2.9×0.6%+1.8%
United Micro Electronics 2303.TWTaiwan$34.9B+11%+13%21%13.7×14.2%+6.1%
Astera Labs ALABUnited States$33.1B-5%+115%26%28.0×n/an/a
Microchip Technology MCHPUnited States$31.7B-41%+21%16%14.5×34.2%-2.8%
Marvell Technology MRVLUnited States$124B-17%+31%17%25.0×54.4%+22.5%
MetaX Integrated Circuits (Shanghai) 688802.SSChina$29.5B-35%+84%n/a469.5×n/an/a
Renesas Electronics 6723.TJapan$27.9B-23%+26%24%9.9×12.2%+13.0%
Hua Hong Grace Semiconductor 688347.SSChina$25.5B+23%+18%-2%234.7×n/an/a
Montage Technology 688008.SSChina$25.5B-13%+33%42%43.7×39.7%+24.5%

NXP Semiconductors bonds and credit

NXP Semiconductors has 14 bonds outstanding with $10.00B face value. The agencies rate it BBB+; its bonds trade like BBB. Weighted yield 5.66%, a spread of 92 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are NXP Semiconductors's main competitors?
Named competitors: Infineon Technologies (IFNNY), STMicroelectronics (STM), Texas Instruments (TXN), ON Semiconductor (ON), Renesas Electronics (6723.T), Microchip Technology (MCHP). The cockpit's measured peer set (industry) also includes TE Connectivity (TEL), Infineon Technologies (IFX.DE), Monolithic Power Systems (MPWR), Ase Technology (3711.TW), Cambricon Technologies (688256.SS), SMIC (0981.HK).
Is NXP Semiconductors expensive compared with its peers?
On forward p/e it trades at 14.1× against a peer median of 25.5×, 5th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has NXP Semiconductors stock performed?
Over six months to 6 Nov 2026 the shares returned -15.5% against -19.9% for the median peer; over one year +19.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.