LIVE
STM
STMicroelectronics N.V. · Technology
$70.44
-8.77% this month
VERSUS
⟷
COMPARE
NXPI
NXP Semiconductors N.V. · Technology
$278.39
-8.68% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
STM
2
NXPI
2
Comparison scoreboard
MIXED SETUPAI Score
STM ✓63.9
NXPI 52.3
1Y Return
STM ✓+123.93%
NXPI +21.61%
Fwd P/E
STM 28.23
NXPI ✓16.50
Target Up.
STM -0.76%
NXPI ✓+5.41%
Op. Margin
STM N/A
NXPI 27.66%
Metrics last refreshed: 7/14/2026
Quick take
STM vs NXPI: STMicroelectronics vs NXP Semiconductors Stock Comparison: AI Score, Valuation, Performance and Upside
STMicroelectronics and NXP are both European automotive semiconductor companies competing for EV and vehicle electrification semiconductor content, but with different product mix — STM leads in SiC power devices while NXP leads in automotive MCUs and ADAS processors. Both are benefiting from the same EV semiconductor content growth tailwind.
STM vs NXPI is SiC power device leadership for EV traction inverters versus automotive MCU and ADAS processor leadership — STM wins if SiC power device demand and pricing recover from Tesla renegotiation; NXP wins if ADAS content and automotive MCU replacement cycles sustain semiconductor demand beyond inventory correction.
Live analysis · updated 7/14/2026
STM and NXPI are closely matched — they split the tracked metrics evenly. STM has delivered stronger 1-year price return (+123.93% vs +21.61%), though NXPI has the better forward P/E setup (16.50x vs 28.23x for STM). Analyst consensus implies meaningfully more upside for NXPI (+5.41%) than for STM (-0.76%).
Normalized 1Y performance
STM
NXPI
Recent returns
STM
NXPI
Analyst price targets & sentiment
STM · 14 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$32.80
analyst high$101.00
analyst mean$69.91
current price$70.44
-0.8% upside to analyst mean
NXPI · 32 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$170.00
analyst mean$308.07
current price$278.39
+5.4% upside to analyst mean
Who should consider this stock?
STM may suit investors who:
- →want SiC power device exposure for EV traction inverters and industrial power conversion
- →value European automotive customer relationships embedded in multi-year vehicle platform cycles
- →believe STM's SiC manufacturing investment creates durable competitive advantages vs SiC challengers
- →are comfortable with Tesla SiC renegotiation as a near-term headwind with recovery potential
NXPI may suit investors who:
- →prefer automotive MCU and ADAS processor leadership at the #1 automotive semiconductor company by revenue
- →value NXP's diversification across automotive, industrial, and IoT vs STM's concentration in SiC and personal electronics
- →believe ADAS semiconductor content growth is more durable than SiC power device competition from multiple suppliers
- →prefer NXP's broader automotive product portfolio vs STM's more concentrated SiC power device thesis
Performance & AI score
| Metric | STM | NXPI |
|---|---|---|
| AI score | 63.9 | 52.3 |
| AI rank | #79 | #375 |
| Latest close | $70.44 | $278.39 |
| 1M return | -8.77% | -8.68% |
| 6M return | +149.46% | +15.44% |
| 1Y return | +123.93% | +21.61% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | STM | NXPI |
|---|---|---|
| 1Y ago | $22.63K (+126.3%) started 2025-07-14 | $12.39K (+23.9%) started 2025-07-14 |
| 5Y ago | $19.59K (+95.9%) started 2021-07-14 | $15.7K (+57.0%) started 2021-07-14 |
| 10Y ago | $144.87K (+1348.7%) started 2016-07-14 | $43.32K (+333.2%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | STM | NXPI |
|---|---|---|
| Market cap | $62.86B | $73.79B |
| Trailing P/E | 440.26 | 27.94 |
| Forward P/E | 28.23 | 16.50 |
| Price/Sales | 5.08 | 4.26 |
| EV/Revenue | 4.80 | 6.51 |
| Analyst target | $69.91 | $308.07 |
| Target upside | -0.76% | +5.41% |
Growth, profitability & risk
| Metric | STM | NXPI |
|---|---|---|
| Revenue growth | 23.00% | 12.20% |
| Earnings growth | -33.30% | 130.70% |
| EPS growth | -33.30% | +130.70% |
| FCF margin | -2.91% | +21.62% |
| Operating margin | N/A | 27.66% |
| Profit margin | 1.19% | 21.03% |
| ROIC proxy | 0.91% | 25.81% |
| Return on equity | 0.91% | 25.81% |
| Dividend yield | 0.50% | 1.39% |
| Beta | 1.56 | 1.80 |
| Debt/equity | 15.32 | 103.99 |
| Current ratio | 3.31 | 2.24 |
| Quick ratio | 2.22 | 1.36 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
STM max drawdown36.35%
NXPI max drawdown24.97%
STM max wkly drop20.56%
NXPI max wkly drop13.88%
5Y risk snapshot
STM max drawdown66.66%
NXPI max drawdown46.47%
STM max wkly drop20.56%
NXPI max wkly drop19.21%
10Y risk snapshot
STM max drawdown66.66%
NXPI max drawdown53.26%
STM max wkly drop30.46%
NXPI max wkly drop35.51%
Performance metrics by period
| Period | Metric | STM | NXPI |
|---|---|---|---|
| 1Y | Growth | +123.93% | +23.94% |
| CAGR | +124.05% | +24.06% | |
| Sharpe ratio | 1.64 | 0.59 | |
| Max drawdown | 36.35% | 24.97% | |
| Max daily drop | 15.86% | 8.15% | |
| Max wkly drop | 20.56% | 13.88% | |
| 5Y | Growth | +87.76% | +46.36% |
| CAGR | +13.43% | +7.92% | |
| Sharpe ratio | 0.41 | 0.28 | |
| Max drawdown | 66.66% | 46.47% | |
| Max daily drop | 15.86% | 11.25% | |
| Max wkly drop | 20.56% | 19.21% | |
| 10Y | Growth | +1198.07% | +288.30% |
| CAGR | +29.22% | +14.53% | |
| Sharpe ratio | 0.70 | 0.43 | |
| Max drawdown | 66.66% | 53.26% | |
| Max daily drop | 18.95% | 19.38% | |
| Max wkly drop | 30.46% | 35.51% |
Business comparison
| Category | STM | NXPI |
|---|---|---|
| Company | STMicroelectronics N.V. | NXP Semiconductors N.V. |
| Sector | Technology | Technology |
| Industry | N/A | Semiconductors |
| Core business | European semiconductor company with automotive (MCUs, power, SiC), industrial, personal electronics, and communications semiconductors. STMicroelectronics is a leader in silicon carbide (SiC) power devices for EV traction inverters. | Automotive and IoT semiconductor company with ADAS processors, body control MCUs, BMS chips, V2X communication, and industrial semiconductors. NXP is the #1 automotive semiconductor company by revenue. |
| Investor focus | SiC power device revenue ramp, automotive MCU cycle recovery, industrial inventory destocking normalization, and strategic customer relationships in EV. | Automotive MCU content growth per vehicle, EV semiconductor content growth, China automotive exposure, and industrial recovery. |
STM strengths
- →STMicroelectronics has one of the strongest SiC power device positions — Tesla's relationship (though recently renegotiated) validates SiC EV inverter leadership
- →European automotive customer relationships (Volkswagen, BMW, Stellantis) embedded in vehicle platforms create multi-year revenue commitments
- →Industrial and personal electronics diversification provides partial buffer vs automotive-only peers
NXPI strengths
- →NXP's S32 automotive processor family and MCUs are deeply embedded in vehicle architectures across global OEMs
- →ADAS and vehicle connectivity provide semiconductor content growth that transcends ICE-to-EV transition
- →V2X vehicle communication leadership is a unique semiconductor category where NXP has significant head start
Risks to watch — STM
- →Tesla renegotiated its SiC purchase commitment with ST in 2024, creating near-term revenue uncertainty for the SiC segment
- →SiC competition from Wolfspeed, Infineon, and ON Semi has intensified as every EV maker seeks supply diversification
- →STM's European headquarters creates EUR-USD FX exposure on a significant portion of its cost structure
Risks to watch — NXPI
- →Automotive inventory correction has reduced STM's and NXP's near-term shipment volumes
- →China EV competition affects pricing for automotive semiconductor content in Chinese domestic vehicles
- →Competition from Renesas, Infineon, and STM in automotive MCU and power semiconductors
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →