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Intel vs Texas Instruments (INTC vs TXN)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Intel is the larger company by revenue ($52.9B vs $17.7B) and market value ($477.7B vs $271.7B). Texas Instruments has grown revenue faster over the last 4 fiscal years (-3.6% cumulative vs -33.1%). Texas Instruments runs the higher operating margin (34.1% vs -4.2%).

About Texas Instruments

Texas Instruments designs and manufactures semiconductors, selling them to electronics designers and manufacturers worldwide. Its main products include analog semiconductors, which condition and amplify real-world signals and manage power, and embedded processing products, which serve as the digital control units in electronic equipment. The company serves various markets such as industrial automation, automotive, data centers, personal electronics, and communications equipment.

Head to head (INTC FY2025 vs TXN FY2025)

MetricINTCFY2025TXNFY2025
Revenue$52.85B$17.68B
Revenue growth (YoY)-0.5%13.0%
Gross margin34.8%57.0%
Operating margin-4.2%34.1%
Net margin-0.5%28.3%
Net income$-267.0M$5.00B
Diluted EPS$-0.06$5.45
FCF margin-9.4%14.7%
ROE-0.2%30.7%
Debt / equity0.3×0.8×
Market cap$477.67B$271.73B
P/E (TTM)51.0×

Fundamentals are from each company’s SEC filings (INTC FY2025, TXN FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
INTC$79.02B$63.05B$54.23B$53.10B$52.85B
TXN$18.34B$20.03B$17.52B$15.64B$17.68B
Net incomeFY2021FY2022FY2023FY2024FY2025
INTC$19.87B$8.01B$1.69B$-18.76B$-267.0M
TXN$7.77B$8.75B$6.51B$4.80B$5.00B
Operating marginFY2021FY2022FY2023FY2024FY2025
INTC24.6%3.7%0.2%-22.0%-4.2%
TXN48.8%50.6%41.8%34.9%34.1%

Peer standing

Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricINTCTXN
Gross margin
34.8%38th percentile of 78
57.0%79th percentile of 78
Operating margin
-4.2%36th percentile of 79
34.1%95th percentile of 79
Net margin
-0.5%43rd percentile of 80
28.3%91st percentile of 80
FCF margin
-9.4%21st percentile of 78
14.7%66th percentile of 78
Revenue growth (YoY)
-0.5%26th percentile of 88
+13.0%54th percentile of 88
ROE
-0.2%41st percentile of 74
30.7%95th percentile of 74
Debt / equity
0.35×64th percentile of 45
0.83×89th percentile of 45
Short interest (days to cover)
1.00d1st percentile of 88
1.34d31st percentile of 88

Short interest

FINRA settlement dataINTCTXN
Shares sold short127.8M16.9M
Change vs prior settlement-11.2%-19.5%
Days to cover1.001.34
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityINTCTXN
Buys00
Sells2 ($6.5M)32 ($88.9M)

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

7 tracked 13F managers hold both Intel and Texas Instruments as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.