Compare Stocks › TXN vs WAB
Texas Instruments Incorporated (TXN) vs Westinghouse Air Brake Technologies Corporation (WAB)
TXN
Texas Instruments Incorporated
$280.71
VS
WAB
Westinghouse Air Brake Technologies Corporation
$264.12
Rewards
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Dividend yield of 2.02% with a consistent or growing payout over the past 4 years.
WAB
- ★Free cash flow has grown at a 19.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $2.29 of earning power — management is an exceptional capital allocator.
Risks
TXN
- ⚠FCF yield of 1.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 48.0x is 77% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠18 insider sales totaling $79.2M with no purchases in the past 3 months — insiders are reducing their exposure.
WAB
- ⚠Trailing P/E of 37.4x is 25% above the historical average of 29.8x — the stock trades at a premium to its own history.
- ⚠PEG ratio of 2.92 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠9 insider sales totaling $25.3M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →TXN
WAB
Valuation
$2.60B
Free Cash Flow
$1.50B
1.02%
FCF Yield
3.34%
47.98
Trailing P/E
37.36
30.72
Forward P/E
21.78
Quality & Moat
17.87%
ROIC
9.55%
29.81%
ROE
10.49%
57.32%
Gross Margin
35.24%
1.53
PEG Ratio
2.92
Balance Sheet Safety
0.84
Debt / Equity
0.62
N/A
Interest Coverage
N/A
1.03
Net Debt / EBITDA
2.54
2.02%
Dividend Yield
0.40%
TXN: 7Ties: 1WAB: 4
TXNWAB
Historical Fundamentals
Learn more →TXN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
WAB
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
WAB
$7.04
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.60B
Δ Market Cap
+$18.33B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →TXN
47.4% Overvalued
Price is 47.4% above estimated fair value
Current Price: $280.71
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $190.46
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
WAB
45.9% Overvalued
Price is 45.9% above estimated fair value
Current Price: $264.12
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $181.02
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →TXN
What growth rate is the market pricing in at $281?
+21.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +30.1%
The market implies +21.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +30.1%, reflecting heavy growth investment.
WAB
What growth rate is the market pricing in at $264?
+18.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +15.0%
The market implies +18.4% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +15.0%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
WAB
62/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →TXN
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
WAB
-2.50
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →TXN
Insiders 0.3%Institutions 90.9%Retail & Other 8.8%
No. of Institutional Holders3,157
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
WAB
Insiders 0.7%Institutions 96.2%Retail & Other 3.1%
No. of Institutional Holders1,558
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
WAB
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →TXN
18
Sells (3M)
21
Sells (12M)
Total value (12M): $81.31M
GARY MARK
Officer
$3.82M
@ $279.25 · 2026-04-30
ROBERTS MARK T
Officer
$7.87M
@ $280.34 · 2026-04-30
YUNUS MOHAMMAD
Officer
$13.82M
@ $270.44 · 2026-04-29
KANE KATHARINE
General Counsel
$1.66M
@ $270.41 · 2026-04-27
BAHAI AHMAD
Officer
$982,359
@ $268.40 · 2026-04-27
RON AMICHAI
Officer
$5.00M
@ $272.43 · 2026-04-24
WITZSCHE CHRISTINE
Officer
$998,771
@ $275.52 · 2026-04-24
LEONARD SHANON J
Officer
$5.06M
@ $277.95 · 2026-04-24
LIZARDI RAFAEL R
Chief Financial Officer
$11.12M
@ $274.23 · 2026-04-24
BLUEDORN TODD M
Director
$1.18M
@ $274.25 · 2026-04-24
PATSLEY PAMELA H
Director
$1.19M
@ $276.11 · 2026-04-24
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
WAB
9
Sells (3M)
38
Sells (12M)
Total value (12M): $44.37M
SANTANA RAFAEL
Chief Executive Officer
$16.36M
@ $268.89 · 2026-04-14
TROMBLEY GINA
Officer
$970,624
@ $241.87 · 2026-03-12
SANTANA RAFAEL
Chief Executive Officer
$572,118
@ $245.97 · 2026-03-10
GAUR SAMEER
Officer
$302,016
@ $262.62 · 2026-02-26
JAIN NALIN
Officer
$2.10M
@ $264.09 · 2026-02-25
OLIN JOHN A
Chief Financial Officer
$2.90M
@ $263.30 · 2026-02-24
MENDONCA ROGERIO
Officer
$924,719
@ $264.21 · 2026-02-20
SBROCCO GREGORY
Officer
$246,025
@ $258.43 · 2026-02-19
SANTANA RAFAEL
Chief Executive Officer
$897,080
@ $249.47 · 2026-02-11
SANTANA RAFAEL
Chief Executive Officer
$787,180
@ $218.90 · 2026-01-06
SANTANA RAFAEL
Chief Executive Officer
$765,446
@ $212.86 · 2025-12-18
FETSKO MICHAEL E.
Officer
$1.09M
@ $215.72 · 2025-12-12
MENDONCA ROGERIO
Officer
$433,089
@ $214.51 · 2025-12-04
DENINNO DAVID L
General Counsel
$1.07M
@ $214.62 · 2025-12-04
DENINNO DAVID L
General Counsel
$1.05M
@ $209.94 · 2025-11-12
MASTALERZ JOHN A JR
Officer
$580,860
@ $210.00 · 2025-11-12
SCHWEITZER PASCAL
Officer
$624,214
@ $208.07 · 2025-11-11
SANTANA RAFAEL
Chief Executive Officer
$732,296
@ $203.64 · 2025-11-04
SBROCCO GREGORY
Officer
$493,928
@ $203.77 · 2025-10-31
DENINNO DAVID L
General Counsel
$419,731
@ $199.87 · 2025-10-28
SBROCCO GREGORY
Officer
$577,108
@ $195.43 · 2025-10-23
SANTANA RAFAEL
Chief Executive Officer
$705,331
@ $196.14 · 2025-10-15
SANTANA RAFAEL
Chief Executive Officer
$682,702
@ $189.80 · 2025-09-15
SANTANA RAFAEL
Chief Executive Officer
$340,876
@ $192.37 · 2025-08-21
SANTANA RAFAEL
Chief Executive Officer
$378,170
@ $213.41 · 2025-07-08
SANTANA RAFAEL
Chief Executive Officer
$356,952
@ $201.44 · 2025-06-18
TROMBLEY GINA
Officer
$868,419
@ $202.00 · 2025-06-13
THEOPHILUS NICOLE BETH
Officer
$408,285
@ $204.14 · 2025-06-11
SCHWEITZER PASCAL
Officer
$823,792
@ $205.95 · 2025-06-09
YATES KYRA
Officer
$283,043
@ $203.77 · 2025-06-05
HEHIR BRIAN P
Director
$237,276
@ $203.67 · 2025-06-03
GEBHARDT ERIC
Chief Technology Officer
$1.24M
@ $202.39 · 2025-05-27
DENINNO DAVID L
General Counsel
$603,138
@ $201.05 · 2025-05-22
SANTANA RAFAEL
Chief Executive Officer
$361,009
@ $203.73 · 2025-05-14
FETSKO MICHAEL E.
Officer
$740,200
@ $202.13 · 2025-05-13
MENDONCA ROGERIO
Officer
$806,745
@ $200.04 · 2025-05-12
HEHIR BRIAN P
Director
$191,418
@ $191.42 · 2025-05-08
LEROUX LILIAN
Officer
$1.44M
@ $192.19 · 2025-05-05
DENINNO DAVID L
General Counsel
$575,464
@ $191.82 · 2025-05-02
SANTANA RAFAEL
Chief Executive Officer
$13.20M
@ $191.70 · 2025-05-02
SCHWEITZER PASCAL
Officer
$738,529
@ $184.63 · 2025-04-25
JAIN NALIN
Officer
$1.95M
@ $185.59 · 2025-04-24
SANTANA RAFAEL
Chief Executive Officer
$9.83M
@ $175.74 · 2025-04-03
SANTANA RAFAEL
Chief Executive Officer
$163,969
@ $185.07 · 2025-04-02
SANTANA RAFAEL
Chief Executive Officer
$161,554
@ $182.34 · 2025-02-27
SANTANA RAFAEL
Chief Executive Officer
$164,348
@ $183.83 · 2025-02-26
SBROCCO GREGORY
Officer
$113,772
@ $201.37 · 2024-11-26
NEUPAVER ALBERT J
Director
$2.02M
@ $202.00 · 2024-11-11
MASTALERZ JOHN A JR
Officer
$558,396
@ $199.71 · 2024-11-06
DENINNO DAVID L
General Counsel
$165,116
@ $188.70 · 2024-10-30
NEUPAVER ALBERT J
Director
$6.74M
@ $188.70 · 2024-10-30
DENINNO DAVID L
General Counsel
$1.89M
@ $188.60 · 2024-10-24
SCHWEITZER PASCAL
Officer
$369,832
@ $163.57 · 2024-09-11
HAMMERSMITH ALICIA
Officer
$690,140
@ $165.54 · 2024-08-26
MENDONCA ROGERIO
Officer
$331,577
@ $165.79 · 2024-08-23
HEHIR BRIAN P
Director
$141,534
@ $165.15 · 2024-08-23
GEBHARDT ERIC
Chief Technology Officer
$1.16M
@ $156.32 · 2024-08-14
THEOPHILUS NICOLE BETH
Officer
$742,419
@ $154.64 · 2024-08-07
HEHIR BRIAN P
Director
$161,615
@ $161.62 · 2024-07-31
SBROCCO GREGORY
Officer
$275,376
@ $167.30 · 2024-05-10
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →TXN
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
WAB
😏Greed(61/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →TXN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (69)
WAB
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (61)