TickerBrief

Semiconductors compared

Updated September 4, 2026 — 7 companies: NVDA, MU, AVGO, INTC, QCOM, AMD, TXN.

The chipmakers side by side: revenue, gross and operating margins, and free cash flow, from their filings with the SEC.

At a glance

CompanyMarket capRevenueGross marginOperating marginNet marginFree cash flow
NVDA NVIDIA Corporation$5.6T$303.0B74.7%65.2%63.7%$127.0B
MU Micron Technology, Inc.$1.1T$90.3B72.6%65.6%55.9%$26.2B
AVGO Broadcom Inc.$1.7T$75.5B68.3%43.4%38.8%$32.8B
INTC Intel Corporation$499.1B$57.0B38.6%-0.1%-19.8%$2.8B
QCOM QUALCOMM Incorporated$177.3B$44.1B54.2%23.2%21.0%$10.4B
AMD Advanced Micro Devices, Inc.$768.3B$41.3B53.2%15.7%15.6%$8.4B
TXN Texas Instruments Incorporated$236.2B$19.5B58.3%37.3%31.1%$5.4B

Revenue, margins and free cash flow cover the twelve months to Q3 '26 (MU to Q2 '26, AVGO to Q2 '26, INTC to Q2 '26, QCOM to Q2 '26, AMD to Q2 '26, TXN to Q2 '26, which has not filed since), summed from each company's quarterly filings with the SEC. Market capitalization is market data as of September 4, 2026. Companies are listed largest by revenue first. A column no company in this sector reports is left out rather than filled with dashes.

Share price and valuation

Share performance, one year
-137%368%873%Sep '25Nov '25Jan '26Apr '26Jun '26Sep '260.0%2.7%9.3%6.4%15.7%8.7%6.3%7.0%7.8%8.6%9.8%7.7%5.0%-3.8%15.9%16.3%31.3%29.8%19.2%13.9%20.8%27.7%26.3%34.2%0.0%36.0%51.2%66.5%75.5%81.9%91.0%122.7%163.3%213.3%200.5%234.6%243.1%159.1%267.3%316.4%483.4%756.7%739.9%692.8%681.6%619.1%684.4%718.4%0.0%12.8%10.5%14.1%15.0%15.8%27.5%11.5%8.6%6.1%11.2%5.1%5.2%-4.1%29.6%36.4%38.9%57.3%28.4%22.1%26.3%36.6%18.9%16.9%0.0%24.2%49.7%54.8%50.5%42.7%68.3%47.8%67.0%72.7%91.5%84.7%86.0%67.4%163.9%283.9%342.0%338.6%392.1%396.5%328.5%310.6%274.4%289.3%0.0%5.3%5.9%4.6%8.2%4.0%9.5%9.1%13.9%-3.2%-12.3%-8.8%-18.7%-20.4%-16.7%12.4%26.2%50.8%33.3%16.8%8.6%-1.4%0.6%5.7%0.0%-2.4%1.8%48.7%54.6%38.2%34.7%32.9%26.5%55.3%32.0%25.9%19.5%21.2%59.5%119.1%162.1%222.4%216.8%241.2%236.5%197.9%190.2%195.2%0.0%-3.0%-3.7%-4.1%-14.9%-16.1%-2.5%-4.5%0.6%5.0%18.0%13.5%1.9%-0.5%15.5%50.1%61.6%64.5%61.2%62.0%55.5%48.3%41.8%38.0%0.0%2.0%3.3%3.6%4.1%2.2%5.7%5.8%6.4%6.9%6.8%6.3%2.0%-2.4%8.0%10.9%13.9%17.0%14.1%15.9%15.5%18.8%17.5%18.7%

Percent change in the closing price since September 4, 2025, excluding dividends.

CompanyYTD return1-year returnP/E (TTM)P/S (TTM)Dividend yield
NVDA NVIDIA Corporation+23.5%+34.2%29.0×18.4×0.1%
MU Micron Technology, Inc.+256.2%+718.4%22.4×12.5×0.1%
AVGO Broadcom Inc.+3.4%+16.9%58.0×22.5×0.7%
INTC Intel Corporation+159.6%+289.3%—8.8×—
QCOM QUALCOMM Incorporated-1.4%+5.7%19.2×4.0×2.1%
AMD Advanced Micro Devices, Inc.+123.0%+195.2%119.4×18.6×—
TXN Texas Instruments Incorporated+49.0%+38.0%39.0×12.1×2.2%

Returns and dividend yields are market data — daily closing prices for each listing, with yield the trailing twelve months of dividends against the latest close. P/E and P/S divide the market capitalization above by the same trailing-twelve-month net income and revenue as the first table, so each ratio mixes market data with SEC filings. INTC ran a trailing loss, so no P/E is shown — price against negative earnings is not a ratio. A dash under dividend yield means no dividend was paid in the window.

Size and cash generation

Revenue, trailing twelve months
NVDANVDA$303.0BMUMU$90.3BAVGOAVGO$75.5BINTCINTC$57.0BQCOMQCOM$44.1BAMDAMD$41.3BTXNTXN$19.5B
Free cash flow, trailing twelve months
NVDANVDA$127.0BMUMU$26.2BAVGOAVGO$32.8BINTCINTC$2.8BQCOMQCOM$10.4BAMDAMD$8.4BTXNTXN$5.4B

Operating cash flow less capital expenditure. Bars below the line are cash burned, not generated.

Revenue by quarter

Quarterly revenue
$0$55.0B$110.1BQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26$35.1B$39.3B$44.1B$46.7B$57.0B$68.1B$81.6B$96.2B$8.7B$8.1B$9.3B$11.3B$13.6B$23.9B$41.5B$14.1B$14.9B$15.0B$16.0B$18.0B$19.3B$22.2B$14.3B$12.7B$12.9B$13.7B$13.7B$13.6B$16.1B$11.7B$11.0B$10.4B$11.3B$12.3B$10.6B$9.9B$7.7B$7.4B$7.7B$9.2B$10.3B$10.3B$11.5B$4.0B$4.1B$4.4B$4.7B$4.4B$4.8B$5.5B

Margins by quarter

Gross margin
19%56%93%Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '2674.6%73.0%60.5%72.4%73.4%75.0%74.9%75.0%38.4%36.8%37.7%44.7%56.0%74.4%84.6%64.1%68.0%68.0%67.1%68.0%68.1%69.5%39.2%36.9%27.5%38.2%36.1%39.4%40.4%55.8%55.0%55.6%55.3%54.6%53.8%53.1%50.7%50.2%39.8%51.7%54.3%52.8%53.8%57.7%56.8%57.9%57.4%55.9%58.0%61.4%

Gaps mean the company did not report that line for the quarter.

Operating margin
7%51%95%Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '2662.3%61.1%49.1%60.8%63.2%65.0%65.6%66.2%25.0%22.0%23.3%32.3%45.0%67.6%80.4%32.9%42.0%38.8%36.9%41.7%44.3%48.6%2.9%-2.4%-24.7%5.0%4.2%-23.1%11.1%30.5%28.4%26.6%25.9%27.5%21.8%16.3%11.4%10.8%-1.7%13.7%17.1%14.4%17.3%34.4%32.5%35.1%35.1%33.3%37.5%42.3%

The scale is set by the largest companies. INTC and AMD run past it — those points sit on the edge as hollow markers, with the real figure on hover. Gaps mean the company did not report that line for the quarter.

Company pages

Revenue, profit, margin and cash-flow figures come from the companies' filings with the U.S. Securities and Exchange Commission. Trailing-twelve-month totals are the sum of the four most recent reported quarters, which is why they can cover slightly different periods for companies with different fiscal calendars.

This content is for informational purposes only and is not investment advice. Always do your own research before making financial decisions.