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INTC

INTEL CORP

Technology • CIK: 0000050863

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Market Cap
$155.71B
P/E (TTM)
1183.3x
Rev Growth (TTM)
-1.5%
Net Margin (TTM)
0.4%
FCF Yield (TTM)
-5.4%
FCF Margin (TTM)
-15.8%

LATEST EARNINGS

Q4 2025
22 days ago
View source
Revenue
Net Income
EPS
  • Non-GAAP EPS of $0.15 exceeded expectations.
  • Non-GAAP gross margin improved to 37.9% in Q4 2025, up from 36.7% in FY 2024.
  • Full-year revenue was flat YoY at $52.9 billion, showing resilience.
  • Intel 18A process technology ramped to high-volume manufacturing, a key milestone for future competitiveness.

Cash Flow Health

Free Cash Flow1/8 positive
TTM$-8.4B
Q3 '25
$121M+108%
Q2 '25
$-1.5B+66%
FCF Margin
TTM-15.8%
Q3 '250.9%+108%
Sector: 14.5%Below Avg
OCF Margin16.0%
OCF/NI43.30x
CapEx Coverage0.5x
FCF Yield-5.4%
FCF Growth (2Y)
Cash Conversion Cycle
28 days
DSO: 21+DIO: 126DPO: 119

Capital Allocation & Returns

Total Shareholder Yield
TTM0.0%
Div Yield0.0%

Insufficient data

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-8.4B
Capital Return / FCF0.0%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-0.2%
Volatile
+1.0% YoY-5.2%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-0.5%
8Q: -4.4%
Asset Turnover
0.27x
8Q: 0.27x
Leverage (1+D/E)
1.44x
D/E: 0.44x
DuPont: -0.2%-0.2% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
0.49x
8Q:0.51x
-14.0%
Invested Cap Turn
0.42x
8Q:0.40x
-4.4%
CapEx Intensity
13.4%
8Q:17.2%
CapEx/Depreciation
1.65x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2025Q3 2024Q2 2024Q1 2024Q4 2024
Revenue
$53.4B
$13.7B6.2%
$12.9B1.5%
$12.7B11.2%
$14.3B7.3%
$13.3B3.5%
$12.8B0.9%
$12.7B17.4%
$15.4B
Operating Income
$-2.4B
$683.0M121.5%
$-3.2B955.1%
$-301.0M173.1%
$412.0M104.5%
$-9.1B361.2%
$-2.0B83.7%
$-1.1B141.4%
$2.6B
Net Income
$198.0M
$4.1B239.2%
$-2.9B255.4%
$-821.0M551.6%
$-126.0M99.2%
$-16.6B933.5%
$-1.6B322.6%
$-381.0M114.3%
$2.7B
Operating Cash Flow
$8.6B
$2.5B24.2%
$2.0B152.2%
$813.0M74.3%
$3.2B21.9%
$4.1B76.9%
$2.3B287.4%
$-1.2B126.4%
$4.6B
Free Cash Flow
$-8.4B
$121.0M108.1%
$-1.5B65.7%
$-4.4B63.7%
$-2.7B11.0%
$-2.4B29.1%
$-3.4B52.9%
$-7.2B247.2%
$-2.1B
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
1183.3x
Valuation Lenses
Earnings
1183.3x
vs sector
Cash Flow
-15.7x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -0.2%
Shareholder Returns
Dividend
Buyback
Total Yield
Market Cap$155.71B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
35/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
0.2%
8Q:
Return on Invested Capital (ROIC)Below Avg
-0.2%
8Q:
-5.2%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -0.5%
Asset Turnover: 0.27x

Earnings Quality

Cash Conversion

43.30x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin35.6%

Capital Efficiency

Invested Capital Turnover0.42x

Working Capital

Cash Conversion Cycle28 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
49/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-1.5%
OpInc Growth YoY
107.5%
EPS Growth YoY
N/A
FCF 3Y CAGR
N/A

Growth Quality Analysis

Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Low Quality
Profitability Cascade
Gross
35.6%
Operating
-4.5%
Below Avg in sector
Net
0.4%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-16.1 pts
FCF: -15.8% | Net: 0.4%
FCF margin lags net margin by 16.1 pts

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Adequate
Net Debt / EBITDA
Net Debt: $15.62B
Interest Coverage
Leverage Metrics
Debt-to-Equity
0.44x
Balance sheet risk & solvency analysis