NXPI vs SWKS vs TXN vs QRVO

For growth investors, Texas Instruments Incorporated (TXN) is the stronger pick with 13.

0% revenue growth year-over-year, versus -2. 7% for NXP Semiconductors N. V. (NXPI). Skyworks Solutions, Inc. (SWKS) offers the better valuation at 21. 7x trailing P/E (13. 4x forward), making it the more compelling value choice. Analysts rate NXP Semiconductors N. V. (NXPI) a "Buy" — based on 46 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Skyworks Solutions, Inc.

(SWKS) is the cheapest at 21. 7x versus Texas Instruments Incorporated at 52. 8x. On forward P/E, Skyworks Solutions, Inc. is actually cheaper at 13. 4x.

Over the past 5 years, Texas Instruments Incorporated (TXN) delivered a total return of +72.

2%, compared to -52. 0% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: TXN returned +476. 4% versus SWKS's +33. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Texas Instruments Incorporated (TXN) is the lower-risk stock at 1.

09β versus NXP Semiconductors N. V. 's 1. 66β — meaning NXPI is approximately 52% more volatile than TXN relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 117% for NXP Semiconductors N. V. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Texas Instruments Incorporated (TXN) is pulling ahead at 13.

0% versus -2. 7% for NXP Semiconductors N. V. (NXPI). On earnings-per-share growth, the picture is similar: Qorvo, Inc. grew EPS 524. 1% year-over-year, compared to -18. 3% for NXP Semiconductors N. V.. Over a 3-year CAGR, QRVO leads at 1. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Texas Instruments Incorporated (TXN) is the more profitable company, earning 28.

3% net margin versus 9. 2% for Qorvo, Inc. — meaning it keeps 28. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TXN leads at 34. 1% versus 11. 2% for QRVO. At the gross margin level — before operating expenses — TXN leads at 57. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Skyworks Solutions, Inc.

(SWKS) trades at 13. 4x forward P/E versus 38. 1x for Texas Instruments Incorporated — 24. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SWKS: 8. 3% to $72. 30.

In this comparison, SWKS (4.

2% yield), TXN (1. 9% yield), NXPI (1. 4% yield) pay a dividend. QRVO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Texas Instruments Incorporated (TXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

09), 1. 9% yield, +476. 4% 10Y return). Both have compounded well over 10 years (TXN: +476. 4%, QRVO: +98. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: NXPI is a mid-cap quality compounder stock; SWKS is a mid-cap income-oriented stock; TXN is a large-cap quality compounder stock; QRVO is a small-cap quality compounder stock. NXPI, SWKS, TXN pay a dividend while QRVO does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.