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 10 times as much as ON Semiconductor ($277B against $27.7B).
On earnings, Texas Instruments is cheaper: it trades at 39.4× trailing earnings, against 41.3× for ON Semiconductor.
Texas Instruments grew revenue faster over the last twelve months (20.3% versus 2.9% for ON Semiconductor).
Texas Instruments keeps more of each dollar of sales as profit, with a net margin of 34.3% compared with 10.8% at ON Semiconductor.
Texas Instruments pays a dividend yielding 1.9%; ON Semiconductor does not pay one.
Texas Instruments scores higher on the StockData Score (15 against 9 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 | $27.7B | $277B |
| Share price | $71.06 | $303.60 |
| Change, 1 year | 44.2% | 86.2% |
| Change, 5 years | 12.2% | 55.6% |
| Beta (5Y) | 1.62 | 1.13 |
| Employees | 26K | 33K |
| StockData Score | ||
| Total score | 9 | 15 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 2 | 4 (better) |
| Health score | 5 (better) | 4 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 41.3× | 39.4× (better) |
| P/S | 4.3× (better) | 13.4× |
| P/B | 3.7× (better) | 14.5× |
| EV/EBITDA | 17.8× (better) | 33.4× |
| P/FCF | 17.1× (better) | 37.9× |
| FCF yield | 5.8% (better) | 2.6% |
| Fair value | $53.28 | $226.32 |
| Margin of safety | −33.4% (better) | −34.1% |
| Growth | ||
| Revenue growth (TTM) | 2.9% | 20.3% (better) |
| Revenue growth, 5Y average | 2.7% | 4.1% (better) |
| Net income growth (TTM) | 116% (better) | 41.0% |
| EPS growth (TTM) | 123% (better) | 41.0% |
| EPS growth, 5Y average | −12.3% | −1.8% (better) |
| Profitability | ||
| Gross margin | 38.7% | 60.2% (better) |
| Operating margin | 12.3% | 40.8% (better) |
| Net margin | 10.8% | 34.3% (better) |
| FCF margin | 25.4% | 35.2% (better) |
| Return on equity | 8.9% | 39.7% (better) |
| Return on invested capital | 7.7% | 29.6% (better) |
| Financial health | ||
| Debt / equity | 0.59 (better) | 0.71 |
| Net debt / EBITDA | 0.06 (better) | 0.64 |
| Interest coverage | 13.6× | – |
| Current ratio | 3.55 | 5.59 (better) |
| Altman Z-score | 4.62 | 13.27 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.9% |
| Payout ratio | – | 72.7% |
| Years of dividend growth | – | 16 |
| Dividend growth, 5Y average | – | 8.1% |
| Buyback yield | 4.2% (better) | 0.23% |
| Shareholder yield | 4.2% (better) | 2.1% |
| Ownership | ||
| Held by institutions | 104% | 89.4% |
| Held by insiders | 0.52% | 0.16% |
| Insider net buying, 12 months | −$21.3M (better) | −$124M |
| Superinvestors holding | – | 8 |
| Short interest, % of float | 7.4% | 2.0% |
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.