ON Semiconductor vs Texas Instruments
ON and TXN side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ON and TXN compare
Texas Instruments is the larger company, worth 9.8 times as much as ON Semiconductor ($275B against $27.9B).
On earnings, Texas Instruments is cheaper: it trades at 45.8× trailing earnings, against 45.9× for ON Semiconductor.
Texas Instruments grew revenue faster over the last twelve months (16.7% versus −3.1% for ON Semiconductor).
Texas Instruments keeps more of each dollar of sales as profit, with a net margin of 31.1% compared with 10.2% at ON Semiconductor.
Texas Instruments pays a dividend yielding 2.4%; ON Semiconductor does not pay one.
Texas Instruments scores higher on the StockData Score (13 against 8 for ON Semiconductor), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ON | TXN |
|---|---|---|
| Size and price | ||
| Market cap | $27.9B | $275B |
| Share price | $71.67 | $300.84 |
| Change, 1 year | 39.4% | 87.7% |
| Change, 5 years | 21.2% | 55.6% |
| Beta (5Y) | 1.58 | 1.12 |
| Employees | 26K | 33K |
| StockData Score | ||
| Total score | 8 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 1 | 3 (better) |
| Performance score | 2 | 4 (better) |
| Health score | 5 (better) | 3 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 45.9× | 45.8× (better) |
| P/S | 4.5× (better) | 14.1× |
| P/B | 3.9× (better) | 15.3× |
| EV/EBITDA | 19.5× (better) | 38.8× |
| P/FCF | 18.6× (better) | 51.3× |
| FCF yield | 5.4% (better) | 1.9% |
| Fair value | $51.54 | $190.34 |
| Margin of safety | −39.1% (better) | −58.1% |
| Growth | ||
| Revenue growth (TTM) | −3.1% | 16.7% (better) |
| Revenue growth, 5Y average | 2.7% | 4.1% (better) |
| Net income growth (TTM) | 35.3% (better) | 20.1% |
| EPS growth (TTM) | 45.8% (better) | 20.3% |
| EPS growth, 5Y average | −12.3% | −1.8% (better) |
| Profitability | ||
| Gross margin | 37.7% | 58.3% (better) |
| Operating margin | 10.8% | 37.3% (better) |
| Net margin | 10.2% | 31.1% (better) |
| FCF margin | 24.2% | 27.5% (better) |
| Return on equity | 8.3% | 35.2% (better) |
| Return on invested capital | 6.5% | 25.3% (better) |
| Financial health | ||
| Debt / equity | 0.62 (better) | 0.78 |
| Net debt / EBITDA | 0.41 (better) | 0.97 |
| Interest coverage | 10.9× | – |
| Current ratio | 3.46 | 4.86 (better) |
| Altman Z-score | 4.64 | 12.92 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 2.4% |
| Payout ratio | – | 84.5% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 8.1% |
| Buyback yield | 5.3% (better) | 0.26% |
| Shareholder yield | 5.3% (better) | 2.7% |
| Ownership | ||
| Held by institutions | 104% | 89.5% |
| Held by insiders | 0.52% | 0.16% |
| Insider net buying, 12 months | −$20.1M (better) | −$119M |
| Superinvestors holding | – | 8 |
| Short interest, % of float | 7.7% | 2.2% |
Go deeper
- ON stock overview
- ON income statement
- ON valuation and score
- TXN stock overview
- TXN income statement
- TXN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.