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NXPI$311.69-3.01%
Fair $311.69+0.0%

NXPI

NXP Semiconductors N.V.

Technology / SemiconductorsNasdaqGS

$311.69

-9.66 (-3.01%)

Fairly Valued+0.0%Fair Value $311.69Fund rank 33/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9
Declining RevenueMargin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 9Warnings: 2unknown: 9
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · NXPILocal privado en este navegador · NXP Semiconductors N.V.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$78.7B

P/E

29.7x

↑

EV/EBITDA

22.4x

↑

ROE

20.1%

↑

Gross Margin

54.7%

↑

Debt/Equity

1.22

↑
52-Week Range$312
$183$340

TradingView lightweight chart

NXPI price, volumen y niveles de valoración

Último $311.69Periodo +2126.4%
Fair value: $311.69

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2017–2025 · 8 años de histórico normalizado

Revenue CAGR

+3.6%

FCF CAGR

+2.4%

FCF margin

18.6%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.27B · net income $2.02B · FCF $2.28B

2017-FY → 2025-FY

Gross margin

54.7%+4.8% pts

Operating margin

24.7%+2.0% pts

Net margin

16.5%-7.5% pts

FCF margin

18.6%-1.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
Income Statement
Revenue$12.27B$12.27B$12.61B$13.28B$13.21B$11.06B$8.61B$8.88B$9.41B$9.26B
Net Income$2.02B$2.02B$2.51B$2.80B$2.79B$1.87B$52.0M$243.0M$2.21B$2.21B
EBITDA$3.96B$3.96B$4.42B$4.90B$5.04B$3.85B$2.41B$2.69B$4.70B$4.28B
EPS7.957.959.7310.7010.556.790.180.856.726.41
Gross Margin54.7%54.7%56.4%56.9%56.9%54.8%49.2%52.0%51.6%49.9%
Operating Margin24.7%24.7%27.5%27.7%28.7%23.3%4.9%7.2%28.8%22.7%
Net Margin16.5%16.5%19.9%21.1%21.1%16.9%0.6%2.7%23.5%23.9%
Balance Sheet
Debt/Equity1.221.221.181.291.501.630.860.78——
Current Ratio2.242.24————————
Cash Flow
Free Cash Flow$2.28B$2.28B$1.91B$2.51B$2.67B$2.31B$2.09B$1.85B$3.76B$1.90B
Returns
ROE20.1%20.1%27.3%32.4%37.4%28.7%0.6%2.6%21.0%—
Valuation
P/E29.7429.7421.4719.2315.13—————
EV/EBITDA22.3722.3713.9512.529.86—————
P/B7.887.885.866.225.66—————
Growth & Yield
Revenue Growth-2.7%-2.7%-5.0%0.5%—28.5%-3.0%-5.6%1.6%—
EPS Growth-18.3%-18.3%-9.1%1.4%—3672.2%-78.8%-87.4%4.8%—
Dividend Yield1.3%1.3%————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

51.5%

muy exigente

EPS terminal req.

$27.66

Spread vs growth

-69.8%

5Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$33.47

Spread vs growth

-51.6%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$53.90

Spread vs growth

-39.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +64.3%

Total return

+64.3%

Start / end P/E

19.6x → 39.2x

EPS bridge

9.73 → 7.95

Residual

-18.2%

EPS growth-18.3%
Multiple rerating+99.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term-18.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.