Alcon AG vs STMicroelectronics NV — how do they compare? Alcon AG trades at $72.19 (market cap $36.44B), while STMicroelectronics NV trades at $56.25 (market cap $49.21B). The key difference: STMicroelectronics NV is the larger of the two by market cap, and STMicroelectronics NV pays the higher dividend (0.65%). Which is the better fit depends on your goals.
| ALC | STM | |
|---|---|---|
Market Cap | $36.44B | $49.21B |
Sector | Health | Financials |
52-Week High | $90.12 | $79.91 |
52-Week Low | $62.02 | $21.20 |
Enterprise Value | $40.28B | $47.21B |
Dividend Yield | 0.48% | 0.65% |
Signals from Pluang's Aura AI — not financial advice
ALC trades at $73.63, up 2.53% today, with a bullish technical signal from moving averages and strong recent earnings beats. Revenue growth is steady, reaching $10.40B in 2025, though net income margin dipped to 5.92%. Positive news includes raised 2026 profit guidance and new product launches driving investor optimism.
The outlook is positive with a consensus price target of $86.67 implying 17.7% upside, supported by analyst buy ratings. Risks include elevated P/E of 57.52 and potential tariff impacts, but operational cash flow strength and strategic collaborations provide a solid foundation for growth.
STM trades at $54.35, down 3.12% on the day, with a neutral technical signal and bearish moving averages. The company reported Q2 2026 EPS of $0.31, beating expectations, but faces declining revenue and net income margins. Analyst consensus is a Buy with a $74.63 price target, supported by strong AI data center growth prospects highlighted in recent earnings calls (Zacks Investment Research, 2026-07-24).
Outlook is mixed; growth catalysts in AI and automotive sectors offer upside potential, but high P/E of 107.92 and recent earnings misses pose valuation and execution risks. Cash flow improved in 2025, yet profitability remains pressured. The stock's near-term direction hinges on Q3 2026 results and demand trends in key markets.
Trailing returns across standard periods
Latest headlines on both assets
Alcon, headquartered in Fort Worth, Texas, is the global eyecare leader with a diverse portfolio in ophthalmology including contact lenses, eye drops, surgical equipment, and related surgical products. Novartis purchased Alcon from Nestle in 2010 and, following nine years as a Novartis subsidiary, the company was spun off as a public company in April 2019. The company reports five distinct segments: implantables (16% of revenue), consumables (31%), equipment (9%), contact lenses (27%), and ocular health (17%). The company is geographically diversified, with only about 40% of revenue from the U.S. market, and the firm has a strong presence in the European Union and Japan.
Read more on ALC →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →