NXPI vs SWKS vs TXN vs QRVO vs ADI

For growth investors, Analog Devices, Inc.

(ADI) is the stronger pick with 16. 9% 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 Analog Devices, Inc. at 91. 3x. On forward P/E, Skyworks Solutions, Inc. is actually cheaper at 13. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NXP Semiconductors N. V. wins at 0. 18x versus Analog Devices, Inc. 's 5. 36x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Analog Devices, Inc.

(ADI) delivered a total return of +187. 7%, compared to -52. 0% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: ADI returned +704. 1% 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), Analog Devices, Inc.

(ADI) is pulling ahead at 16. 9% 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 — ADI leads at 61. 5%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, NXP Semiconductors N. V. (NXPI) is the more undervalued stock at a PEG of 0. 18x versus Analog Devices, Inc. 's 5. 36x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. 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), ADI (0. 9% 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; ADI is a large-cap high-growth stock. NXPI, SWKS, TXN, ADI 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.