NXPI
NXP Semiconductors N.V.
NXPI has slightly lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over NXPI overall, supported by stronger valuation and stronger modeled upside.
NXPI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
NXPI's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
NXPI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $267 | — |
| Cheap | 19x | $237 | -11% |
| Current | 21x | $267 | — |
| Fair | 24x | $302 | +13% |
| Expensive | 59x | $745 | +179% |
Historical ranges are pointers, not guarantees.
NXPI's PE is in its fair range at 21x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its cheap range.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over NXPI in the historical PE scenario, which offers more potential upside but is not a forecast.
NXPI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for NXPI, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
NXPI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $17.59 | +38% |
| Q3 2026 | $12.73 | +58% |
| Q2 2026 | $11.73 | +40% |
| Q1 2026 | $10.46 | +14% |
| Q4 2025 | $7.95 | -18% |
| Q3 2025 | $8.08 | -23% |
| Q2 2025 | $8.39 | -22% |
| Q1 2025 | $9.18 | -15% |
| Q4 2024 | $9.73 | -9.1% |
NXPI earned $12.73 per share over the past year, up 58% from the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over NXPI on earnings, with more consistent year-over-year improvement.
NXPI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.8B | +19% |
| Q2 2026 | $3.5B | +19% |
| Q1 2026 | $3.2B | +12% |
| Q4 2025 | $3.3B | +7.2% |
| Q3 2025 | $3.2B | -2.4% |
| Q2 2025 | $2.9B | -6.4% |
| Q1 2025 | $2.8B | -9.3% |
| Q4 2024 | $3.1B | -9.1% |
NXPI's revenue has grown year over year for four quarters in a row: $3.8B last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +4.3 points |
| Q2 2026 | 31% | +7.2 points |
| Q1 2026 | 47% | +22 points |
| Q4 2025 | 22% | +0.6 points |
| Q3 2025 | 28% | -2.3 points |
| Q2 2025 | 23% | -5.2 points |
| Q1 2025 | 26% | -1.9 points |
| Q4 2024 | 22% | -4.8 points |
NXPI's operating margin was 32% last quarter, up 4.3 points from the same quarter a year ago, near the top of its range since 2019.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over NXPI on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over NXPI on profitability, with a higher operating margin.
NXPI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +137% |
| Q2 2026 | $791M | +14% |
| Q1 2026 | $714M | +68% |
| Q4 2025 | $793M | +204% |
| Q3 2025 | $508M | -14% |
| Q2 2025 | $696M | +21% |
| Q1 2025 | $426M | -32% |
| Q4 2024 | $261M | -73% |
NXPI's free cash flow has been positive every quarter for six years: $3.5B over the past year, up 85% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over NXPI on cash flow, with more consistent year-over-year improvement.
NXPI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -190K shares |
| 1 year | -0.2% | -479K shares |
| 3 years | -2.8% | -7.3M shares |
| 5 years | -6.5% | -17.5M shares |
| Available history | -11% | -32.1M shares |
NXPI has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $103M |
| Q2 2026 | $104M |
| Q1 2026 | $102M |
| Q4 2025 | $338M |
| Q3 2025 | $54M |
| Q2 2025 | $204M |
| Q1 2025 | $303M |
| Q4 2024 | $455M |
NXPI spent $647M buying back its own shares over the past year, down 36% from the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
NXPI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.6x | Healthy |
| Q1 2026 | 1.7x | Healthy |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.3x | Moderate |
| Q2 2025 | 2.1x | Moderate |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 1.7x | Healthy |
NXPI's net debt is about 1.3 years of its operating earnings (EBITDA), down from 2.3 years a year ago.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over NXPI on leverage, with a lower net debt burden relative to earnings.
NXPI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.5 | Neutral |
| Stochastic | 72.1 | Neutral |
NXPI's weekly RSI is 57 (neutral) and its Stochastic is 72 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
NXPI PE vs Technology Sector
| Metric | NXPI | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 36 | 35 | 1 pt above |
NXPI has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
NXPI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $243.6 | 9.7% above |
| 20 week MA | $244.8 | 9.2% above |
| 50 week MA | $244.6 | 9.3% above |
| 100 week MA | $227.2 | 18% above |
| 200 week MA | $222.4 | 20% above |
NXPI has the edge over PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
NXPI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $128.2 | $157.3 | +23% |
| 2021 | $157.3 | $227.4 | +45% |
| 2022 | $227.4 | $157.7 | -31% |
| 2023 | $157.7 | $229.7 | +46% |
| 2024 | $229.7 | $213.8 | -6.9% |
| 2025 | $213.8 | $222.9 | +4.3% |
| 2026 YTD | $222.9 | $267.3 | +20% |
NXPI has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.