ADI vs NXPI: Analog Devices vs NXP Semiconductors Stock Comparison: AI Score, Valuation, Performance and Upside
Analog Devices is a diversified analog semiconductor company serving industrial, communications, automotive, and healthcare markets, while NXP is the #1 automotive semiconductor company with deep vehicle electrification and ADAS exposure. ADI is more diversified; NXP has more concentrated automotive electrification upside.
ADI vs NXPI is diversified analog semiconductor with industrial recovery versus #1 automotive semiconductor benefiting from EV content growth — ADI wins if industrial inventory destocking normalizes and communications infrastructure spending recovers; NXP wins if automotive electrification and ADAS drive sustained semiconductor content growth.
ADI holds the edge across 4 of 5 key metrics in this comparison. ADI has delivered stronger 1-year price return (+57.76% vs +21.61%), though NXPI has the better forward P/E setup (16.50x vs 26.77x for ADI). ADI leads on both revenue growth (37.20%) and operating margin (38.08%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ADI (+14.66%) than for NXPI (+5.41%).
- →prefer diversified analog semiconductor exposure across industrial, comms, auto, and healthcare
- →value ADI's high-performance analog and mixed-signal leadership that is difficult to replicate
- →believe industrial semiconductor demand normalization and communications 5G spending recovery are near-term catalysts
- →prefer less automotive concentration in exchange for end-market diversification
- →want the #1 automotive semiconductor company positioned for EV and ADAS content growth per vehicle
- →believe electric vehicle adoption structurally increases semiconductor content per vehicle for NXP
- →value V2X and automotive MCU leadership as differentiated semiconductor segments
- →are comfortable with higher automotive end-market concentration in exchange for EV electrification upside
| Metric | ADI | NXPI |
|---|---|---|
| AI score | 63.7 | 52.3 |
| AI rank | #80 | #375 |
| Latest close | $386.01 | $278.39 |
| 1M return | -7.61% | -8.68% |
| 6M return | +28.27% | +15.44% |
| 1Y return | +57.76% | +21.61% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ADI | NXPI |
|---|---|---|
| 1Y ago | $15.86K (+58.6%) started 2025-07-14 | $12.39K (+23.9%) started 2025-07-14 |
| 5Y ago | $26.61K (+166.1%) started 2021-07-14 | $15.7K (+57.0%) started 2021-07-14 |
| 10Y ago | $91.81K (+818.1%) started 2016-07-14 | $43.32K (+333.2%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
| Metric | ADI | NXPI |
|---|---|---|
| Market cap | $192.72B | $73.79B |
| Trailing P/E | 58.79 | 27.94 |
| Forward P/E | 26.77 | 16.50 |
| Price/Sales | 11.23 | 4.26 |
| EV/Revenue | 15.54 | 6.51 |
| Analyst target | $453.67 | $308.07 |
| Target upside | +14.66% | +5.41% |
| Metric | ADI | NXPI |
|---|---|---|
| Revenue growth | 37.20% | 12.20% |
| Earnings growth | 110.50% | 130.70% |
| EPS growth | +110.50% | +130.70% |
| FCF margin | +30.37% | +21.62% |
| Operating margin | 38.08% | 27.66% |
| Profit margin | 26.01% | 21.03% |
| ROIC proxy | 9.64% | 25.81% |
| Return on equity | 9.64% | 25.81% |
| Dividend yield | 1.11% | 1.39% |
| Beta | 1.19 | 1.80 |
| Debt/equity | 25.81 | 103.99 |
| Current ratio | 1.75 | 2.24 |
| Quick ratio | 1.23 | 1.36 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ADI | NXPI |
|---|---|---|---|
| 1Y | Growth | +58.55% | +23.94% |
| CAGR | +58.86% | +24.06% | |
| Sharpe ratio | 1.38 | 0.59 | |
| Max drawdown | 15.99% | 24.97% | |
| Max daily drop | 8.58% | 8.15% | |
| Max wkly drop | 12.05% | 13.88% | |
| 5Y | Growth | +148.37% | +46.36% |
| CAGR | +19.97% | +7.92% | |
| Sharpe ratio | 0.58 | 0.28 | |
| Max drawdown | 32.20% | 46.47% | |
| Max daily drop | 9.37% | 11.25% | |
| Max wkly drop | 18.34% | 19.21% | |
| 10Y | Growth | +662.50% | +288.30% |
| CAGR | +22.53% | +14.53% | |
| Sharpe ratio | 0.65 | 0.43 | |
| Max drawdown | 33.62% | 53.26% | |
| Max daily drop | 16.61% | 19.38% | |
| Max wkly drop | 18.34% | 35.51% |
| Category | ADI | NXPI |
|---|---|---|
| Company | Analog Devices, Inc. | NXP Semiconductors N.V. |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
| Core business | Analog and mixed-signal semiconductor company with products used in industrial automation, communications, healthcare, and automotive. ADI's sensors, data converters, and amplifiers are critical to translating real-world signals into digital data. | Semiconductor company with a leading position in automotive (ADAS, BMS, V2X), industrial, mobile, and communications infrastructure semiconductors. NXP's automotive semiconductor revenue is the largest of any semiconductor company by percentage. |
| Investor focus | Industrial inventory destocking recovery, communications infrastructure 5G spending, automotive electrification content growth, and operating margin improvement. | Automotive semiconductor content growth per vehicle (EV and ADAS), industrial recovery, China automotive exposure, and operating leverage improvement. |
- →ADI is the leader in high-performance analog and mixed-signal semiconductors with irreplaceable design expertise
- →Diverse end markets (industrial, communications, auto, healthcare) reduce single-market dependence vs more automotive-concentrated peers
- →Maxim Integrated acquisition expanded ADI's industrial IoT and automotive semiconductor portfolio with power management ICs
- →NXP is the #1 automotive semiconductor company by revenue — deeply embedded in vehicle electrification and autonomous driving systems
- →EV content per vehicle is significantly higher than ICE for semiconductor semiconductors — electrification structurally grows NXP's automotive TAM
- →V2X (vehicle-to-everything) communication chips are a novel semiconductor category where NXP leads
- →Industrial semiconductor inventory destocking cycle has significantly reduced short-term revenue — normalization timing is key
- →Capital intensity of analog semiconductor production is lower than digital, but acquisitions have increased leverage
- →Communications infrastructure spending is cyclical — 5G build-out can be lumpy year to year
- →Automotive semiconductor inventory correction — car OEMs built up excessive semiconductor inventory post-COVID shortage
- →China automotive market slowdown affects NXP's automotive China revenue significantly
- →Competition from Infineon and STMicroelectronics in automotive power and microcontroller semiconductors
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