Does NXP Semiconductors Stock Lead the Pack?
NXP Semiconductors (NXPI) stock has significantly underperformed peers over the past year, but how does it truly compare against those rapidly scaling? A closer look reveals mid-range profitability, negative LTM revenue growth contrasting strong peer expansion, and a moderate valuation. Limited upside exists unless its core automotive and industrial markets rebound to accelerate growth, enabling it to catch up with equipment pure-plays like Lam Research and KLA.
- NXPI’s 24.9% operating margin is high but trails KLAC’s 41.8%, reflecting KLAC’s superior profitability from specialized chip process control.
- NXPI’s -6.8% LTM revenue decline, from auto/IoT corrections, lagged LRCX/KLAC’s AI-driven equipment growth; it still outpaced MCHP.
- NXPI’s 6.2% stock gain (PE 27.9) lagged LRCX, KLAC, MCHP’s stronger returns, reflecting peers’ greater benefit from AI/equipment market tailwinds.
Here’s how NXP Semiconductors stacks up across size, valuation, and profitability versus key peers.
| NXPI | LRCX | KLAC | MCHP | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 57.7 | 205.8 | 161.3 | 36.4 |
| Revenue ($ Bil) | 12.0 | 19.6 | 12.5 | 4.2 |
| PE Ratio | 27.9 | 29.1 | 33.5 | -187.4 |
| LTM Revenue Growth | -6.8% | 25.7% | 22.1% | -23.4% |
| LTM Operating Margin | 24.9% | 33.0% | 41.8% | 3.7% |
| LTM FCF Margin | 14.7% | 28.3% | 30.9% | 17.9% |
| 12M Market Return | 6.2% | 115.1% | 90.5% | 17.2% |
For more details on NXP Semiconductors, read Buy or Sell NXPI Stock. Below we compare NXPI’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NXPI | -6.8% | – | -5.0% | 0.5% | 19.4% |
| LRCX | 25.7% | 23.7% | -14.5% | 1.2% | |
| KLAC | 22.1% | 23.9% | -6.5% | 13.9% | |
| MCHP | -23.4% | -42.3% | -9.5% | 23.7% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NXPI | 24.9% | – | 27.5% | 27.7% | 28.7% |
| LRCX | 33.0% | 32.0% | 28.7% | 29.9% | |
| KLAC | 41.8% | 41.2% | 37.1% | 38.1% | |
| MCHP | 3.7% | 8.5% | 33.5% | 36.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| NXPI | 27.9 | – | 21.1 | 21.2 | 14.8 |
| LRCX | 29.1 | 17.3 | 26.9 | 12.6 | |
| KLAC | 33.5 | 20.6 | 28.5 | 15.5 | |
| MCHP | -187.4 | -61628.3 | 25.6 | 17.3 |
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