NXP Semiconductors N.V. (NXPI)
NXP designs semiconductors for automotive, secure identification, and industrial applications, with a leading position in car electronics.
Information Technology stock comparison
NXPI vs WDC: which business are you actually underwriting?
Compare NXP Semiconductors N.V. with Western Digital Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-08-14
NXPI vs WDC: quick comparison
| Company fact | NXPI | WDC |
|---|---|---|
| Company | NXP Semiconductors N.V. | Western Digital Corporation |
| Exchange | NASDAQ | NASDAQ |
| SEC industry | Semiconductors & Related Devices | Computer Storage Devices |
| Fiscal year-end | December 31 | July 3 |
| Latest annual filing | 10-K · 2026-02-19 | 10-K · 2026-08-14 |
NXPI vs WDC: audited financials
NXPI reported about 1.3× the revenue of WDC in the latest audited fiscal year. On profitability, WDC converted a larger share of revenue into net income (19.8% versus 16.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | NXPI | WDC |
|---|---|---|
| Revenue | $12.3B | $9.5B |
| Net income | $2.0B | $1.9B |
| Operating cash flow | $2.8B | $1.7B |
| Diluted EPS | $7.95 | $5.12 |
| Net margin | 16.5% | 19.8% |
NXPI: FY ending 2025-12-31 · WDC: FY ending 2025-06-27. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
NXPI and WDC have different SEC industry classifications, but both map to the maintained Tariffs & trade research theme inside the Information Technology sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Western Digital Corporation (WDC)
Western Digital makes hard-disk drives and flash storage products for data centers, PCs, and consumer devices.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. NXPI is classified by the SEC as Semiconductors & Related Devices, while WDC is classified as Computer Storage Devices. The different industry codes are a warning against treating sector membership as proof of identical economics.
Members-only research
What members are reading this month
Sep 22, 2026
Meta jumped 11%. What must happen next to justify the price?A member research report on Meta’s AI rally: Muse, subscription economics, the cash-flow burden, legal costs and the earnings assumptions behind the new price.
Feb 23, 2026
Newmont and the gap between a gold rally and shareholder cashA February 23, 2026 historical cutoff tests whether portfolio simplification and cost control could turn stronger gold economics into cash.
The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study NXPI when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study WDC when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Tariffs & trade
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.NXPI's fiscal year ends December 31, while WDC's ends July 3. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 17matched transaction rows for NXPIand 7 for WDC. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
NXPI primary filings
WDC primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
NXPI vs WDC FAQs
Are NXPI and WDC direct competitors?
NXP Semiconductors N.V. and Western Digital Corporation sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, NXPI or WDC?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this NXPI vs WDC comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers NXP Semiconductors N.V. and Western Digital Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
NXPI vs WDC shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
Members-only research
$15/mo or $150/yr · cancel future renewals anytime · sources included