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v0.1
TXN$293.20-4.08%
Fair $293.20+0.0%

TXN

Texas Instruments Incorporated

Technology / SemiconductorsNasdaqGS

$293.20

-12.48 (-4.08%)

Fairly Valued+0.0%Fair Value $293.20Fund rank 30/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 55.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

55/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
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.
Thesis & Journal · TXNLocal privado en este navegador · Texas Instruments Incorporated
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

$266.8B

P/E

50.0x

↑

EV/EBITDA

33.8x

↑

ROE

30.7%

↑

Gross Margin

57.0%

↑

Debt/Equity

0.86

↑
52-Week Range$293
$153$332

TradingView lightweight chart

TXN price, volumen y niveles de valoración

Último $293.20Periodo +470.0%
Fair value: $293.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+1.4%

FCF CAGR

—

FCF margin

14.7%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.68B · net income $5.00B · FCF $2.60B

2007-FY → 2025-FY

Gross margin

57.0%+3.8% pts

Operating margin

34.7%+9.4% pts

Net margin

28.3%+9.1% pts

FCF margin

14.7%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$17.68B$17.68B$15.64B$17.52B$20.03B$18.34B$14.46B$14.38B$15.78B$14.96B$13.37B$13.00B$13.04B$12.21B$12.82B$13.73B$13.97B$10.43B$12.50B$13.84B
Net Income$5.00B$5.00B$4.80B$6.51B$8.75B$7.77B$5.59B$5.02B$5.58B$3.68B$3.60B$2.99B$2.82B$2.16B$1.76B$2.24B$3.23B$1.47B$1.92B$2.66B
EBITDA$8.25B$8.25B$7.54B$9.01B$11.22B———————————————
EPS5.455.455.207.079.418.265.975.245.593.613.482.822.571.911.511.882.621.151.441.83
Gross Margin57.0%57.0%58.1%62.9%68.8%67.5%64.1%63.7%65.1%64.3%61.8%58.3%56.9%52.1%49.7%49.3%53.6%47.9%50.0%53.3%
Operating Margin34.7%34.7%34.1%41.8%51.9%48.8%40.8%39.8%42.5%40.7%36.3%33.2%30.3%23.2%15.4%21.8%32.3%19.1%19.5%25.3%
Net Margin28.3%28.3%30.7%37.2%43.7%42.4%38.7%34.9%35.4%24.6%26.9%23.0%21.6%17.7%13.7%16.3%23.1%14.1%15.4%19.2%
Balance Sheet
Debt/Equity0.860.860.800.660.600.540.680.600.480.350.280.310.350.380.380.380.00———
Current Ratio4.464.46——————————————————
Cash Flow
Free Cash Flow$2.60B$2.60B$1.50B$1.35B$5.92B$6.29B$5.49B$5.80B$6.06B$4.67B$4.08B—————————
Returns
ROE30.7%30.7%28.4%38.5%60.0%58.3%60.9%56.3%62.0%35.6%34.3%30.0%27.2%20.0%16.0%20.4%30.9%15.1%20.6%—
Valuation
P/E50.0350.0336.6423.3518.61———————————————
EV/EBITDA33.7533.7524.6017.7014.96———————————————
P/B16.4516.4510.368.9511.13———————————————
Growth & Yield
Revenue Growth13.0%13.0%-10.7%-12.5%—26.9%0.5%-8.9%5.5%11.9%2.8%-0.3%6.9%-4.8%-6.6%-1.7%33.9%-16.6%-9.6%—
EPS Growth4.8%4.8%-26.4%-24.9%—38.4%13.9%-6.3%54.8%3.7%23.4%9.7%34.6%26.5%-19.7%-28.2%127.8%-20.1%-21.3%—
Dividend Yield1.9%1.9%——————————————————

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

68.4%

muy exigente

EPS terminal req.

$26.02

Spread vs growth

-63.6%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$31.48

Spread vs growth

-37.2%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$50.70

Spread vs growth

-20.2%

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 +62.3%

Total return

+62.3%

Start / end P/E

35.2x → 53.8x

EPS bridge

5.20 → 5.45

Residual

+2.5%

EPS growth+4.8%
Multiple rerating+53.0%
Dividend+1.9%
Residual / FX / buybacks / cross-term+2.5%

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.