EPAM Systems Inc vs Texas Instruments Incorporated — how do they compare? EPAM Systems Inc trades at $87.69 (market cap $4.49B), while Texas Instruments Incorporated trades at $290.33 (market cap $274.11B). The key difference: Texas Instruments Incorporated is far larger — about 61× EPAM Systems Inc's market cap, and Texas Instruments Incorporated pays a 1.89% dividend while EPAM Systems Inc pays none. Which is the better fit depends on your goals.
| EPAM | TXN | |
|---|---|---|
Market Cap | $4.49B | $274.11B |
Sector | Technology | Technology |
52-Week High | $221.40 | $332.35 |
52-Week Low | $76.04 | $153.33 |
Enterprise Value | $3.74B | $283.06B |
Dividend Yield | — | 1.89% |
Signals from Pluang's Aura AI — not financial advice
EPAM Systems trades at $87.22, up 3.22% today, with strong analyst support (65% buy ratings) and a consensus price target of $128.55 suggesting 47% upside. The stock shows attractive valuation metrics with P/E of 12.35 and P/S of 0.86, though technical indicators signal bearish momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $2.86 exceeding expectations by $0.11. The company maintains solid profitability with 6.96% net margin and 10.93% ROE.
EPAM presents a compelling value opportunity with significant upside potential based on analyst targets, though near-term technical weakness and recent index reclassification from S&P 500 to SmallCap 600 create headwinds. The company's AI transformation expertise and strong client partnerships position it for growth, but investors should monitor execution risks and competitive pressures in the IT services sector.
Texas Instruments (TXN) trades at $305.55, up 2.34% with a bullish technical signal. Recent Q1 2026 earnings beat expectations, with revenue growth to $17.68 billion in 2025. The company maintains strong profitability with 29.11% net margin and announced a CFO transition with Julie Knecht succeeding Rafael Lizardi in August 2026. Analysts show a buy consensus with a $317.20 price target, though valuation ratios like P/E of 52.23 appear elevated.
Outlook remains positive driven by AI data center demand and 300mm capacity expansion, but risks include high debt-to-asset ratio of 40.61% and competitive pressures. The stock presents growth potential with disciplined risk management advised given premium valuation and macroeconomic sensitivity.
Trailing returns across standard periods
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →