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XPER vs PTEN
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Drilling
XPER vs PTEN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Semiconductors | Oil & Gas Drilling |
| Market Cap | $788M | $4.40B |
| Revenue (TTM) | $439M | $4.66B |
| Net Income (TTM) | $-15M | $-119M |
| Gross Margin | 61.9% | 8.8% |
| Operating Margin | 1.7% | -1.6% |
| Forward P/E | 7.0x | — |
| Total Debt | $30M | $1.28B |
| Cash & Equiv. | $73M | $421M |
XPER vs PTEN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Xperi Inc. (XPER) | 100 | 50.2 | -49.8% |
| Patterson-UTI Energ… (PTEN) | 100 | 313.8 | +213.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: XPER vs PTEN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
XPER carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth -9.2%, EPS growth -296.8%, 3Y rev CAGR -3.7%
- -21.8% 10Y total return vs PTEN's -24.6%
- Lower volatility, beta 1.52, Low D/E 6.2%, current ratio 3.81x
PTEN is the clearest fit if your priority is income & stability.
- Dividend streak 1 yrs, beta 0.59, yield 2.8%
- -2.6% margin vs XPER's -3.5%
- Beta 0.59 vs XPER's 1.52
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -9.2% revenue growth vs PTEN's -10.3% | |
| Value | Better valuation composite | |
| Quality / Margins | -2.6% margin vs XPER's -3.5% | |
| Stability / Safety | Beta 0.59 vs XPER's 1.52 | |
| Dividends | 2.8% yield, vs PTEN's 2.8% | |
| Momentum (1Y) | +115.2% vs XPER's -1.7% | |
| Efficiency (ROA) | -1.6% ROA vs PTEN's -2.2%, ROIC -8.0% vs -0.4% |
XPER vs PTEN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
XPER vs PTEN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
XPER leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
PTEN is the larger business by revenue, generating $4.7B annually — 10.6x XPER's $439M. Profitability is closely matched — net margins range from -2.6% (PTEN) to -3.5% (XPER). On growth, XPER holds the edge at -8.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $439M | $4.7B |
| EBITDAEarnings before interest/tax | $74M | $851M |
| Net IncomeAfter-tax profit | -$15M | -$119M |
| Free Cash FlowCash after capex | $308M | $273M |
| Gross MarginGross profit ÷ Revenue | +61.9% | +8.8% |
| Operating MarginEBIT ÷ Revenue | +1.7% | -1.6% |
| Net MarginNet income ÷ Revenue | -3.5% | -2.6% |
| FCF MarginFCF ÷ Revenue | +70.1% | +5.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -8.1% | -12.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +148.8% | — |
Valuation Metrics
PTEN leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, PTEN's 5.7x EV/EBITDA is more attractive than XPER's 50.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $788M | $4.4B |
| Enterprise ValueMkt cap + debt − cash | $745M | $5.3B |
| Trailing P/EPrice ÷ TTM EPS | -5.61x | -48.25x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.03x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 50.14x | 5.74x |
| Price / SalesMarket cap ÷ Revenue | 1.76x | 0.91x |
| Price / BookPrice ÷ Book value/share | 1.62x | 1.38x |
| Price / FCFMarket cap ÷ FCF | 5.04x | 11.81x |
Profitability & Efficiency
XPER leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
XPER delivers a -3.4% return on equity — every $100 of shareholder capital generates $-3 in annual profit, vs $-4 for PTEN. XPER carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to PTEN's 0.40x. On the Piotroski fundamental quality scale (0–9), PTEN scores 5/9 vs XPER's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.4% | -3.7% |
| ROA (TTM)Return on assets | -1.6% | -2.2% |
| ROICReturn on invested capital | -8.0% | -0.4% |
| ROCEReturn on capital employed | -6.1% | -0.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 0.40x |
| Net DebtTotal debt minus cash | -$43M | $860M |
| Cash & Equiv.Liquid assets | $73M | $421M |
| Total DebtShort + long-term debt | $30M | $1.3B |
| Interest CoverageEBIT ÷ Interest expense | 1.03x | -0.96x |
Total Returns (Dividends Reinvested)
PTEN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PTEN five years ago would be worth $16,105 today (with dividends reinvested), compared to $3,570 for XPER. Over the past 12 months, PTEN leads with a +115.2% total return vs XPER's -1.7%. The 3-year compound annual growth rate (CAGR) favors PTEN at 6.0% vs XPER's -10.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +19.6% | +80.5% |
| 1-Year ReturnPast 12 months | -1.7% | +115.2% |
| 3-Year ReturnCumulative with dividends | -28.9% | +18.9% |
| 5-Year ReturnCumulative with dividends | -64.3% | +61.0% |
| 10-Year ReturnCumulative with dividends | -21.8% | -24.6% |
| CAGR (3Y)Annualised 3-year return | -10.8% | +6.0% |
Risk & Volatility
PTEN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PTEN is the less volatile stock with a 0.59 beta — it tends to amplify market swings less than XPER's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PTEN currently trades 91.8% from its 52-week high vs XPER's 81.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 0.59x |
| 52-Week HighHighest price in past year | $8.50 | $12.62 |
| 52-Week LowLowest price in past year | $5.07 | $5.10 |
| % of 52W HighCurrent price vs 52-week peak | +81.2% | +91.8% |
| RSI (14)Momentum oscillator 0–100 | 69.9 | 66.6 |
| Avg Volume (50D)Average daily shares traded | 317K | 10.6M |
Analyst Outlook
Evenly matched — XPER and PTEN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates XPER as "Buy" and PTEN as "Buy". For income investors, XPER offers the higher dividend yield at 2.80% vs PTEN's 2.76%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $11.00 |
| # AnalystsCovering analysts | 9 | 53 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | +2.8% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.19 | $0.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +1.6% |
PTEN leads in 3 of 6 categories (Valuation Metrics, Total Returns). XPER leads in 2 (Income & Cash Flow, Profitability & Efficiency). 1 tied.
XPER vs PTEN: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is XPER or PTEN a better buy right now?
For growth investors, Xperi Inc.
(XPER) is the stronger pick with -9. 2% revenue growth year-over-year, versus -10. 3% for Patterson-UTI Energy, Inc. (PTEN). Analysts rate Xperi Inc. (XPER) a "Buy" — based on 9 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.
02Which is the better long-term investment — XPER or PTEN?
Over the past 5 years, Patterson-UTI Energy, Inc.
(PTEN) delivered a total return of +61. 0%, compared to -64. 3% for Xperi Inc. (XPER). Over 10 years, the gap is even starker: XPER returned -21. 8% versus PTEN's -24. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — XPER or PTEN?
By beta (market sensitivity over 5 years), Patterson-UTI Energy, Inc.
(PTEN) is the lower-risk stock at 0. 59β versus Xperi Inc. 's 1. 52β — meaning XPER is approximately 156% more volatile than PTEN relative to the S&P 500. On balance sheet safety, Xperi Inc. (XPER) carries a lower debt/equity ratio of 6% versus 40% for Patterson-UTI Energy, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — XPER or PTEN?
By revenue growth (latest reported year), Xperi Inc.
(XPER) is pulling ahead at -9. 2% versus -10. 3% for Patterson-UTI Energy, Inc. (PTEN). On earnings-per-share growth, the picture is similar: Patterson-UTI Energy, Inc. grew EPS 90. 2% year-over-year, compared to -296. 8% for Xperi Inc.. Over a 3-year CAGR, PTEN leads at 22. 2% 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.
05Which has better profit margins — XPER or PTEN?
Patterson-UTI Energy, Inc.
(PTEN) is the more profitable company, earning -1. 9% net margin versus -12. 6% for Xperi Inc. — meaning it keeps -1. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PTEN leads at -0. 5% versus -9. 8% for XPER. At the gross margin level — before operating expenses — XPER leads at 71. 7%, 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.
06Which pays a better dividend — XPER or PTEN?
All stocks in this comparison pay dividends.
Xperi Inc. (XPER) offers the highest yield at 2. 8%, versus 2. 8% for Patterson-UTI Energy, Inc. (PTEN).
07Is XPER or PTEN better for a retirement portfolio?
For long-horizon retirement investors, Patterson-UTI Energy, Inc.
(PTEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 59), 2. 8% yield). Xperi Inc. (XPER) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PTEN: -24. 6%, XPER: -21. 8%), 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.
08What are the main differences between XPER and PTEN?
These companies operate in different sectors (XPER (Technology) and PTEN (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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.
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