Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
QRVO
STRONG BUYFLAGQorvo, Inc. · Technology · United States · $7.6B · Avg Vol: $109M/d
Qorvo makes radio frequency chips with extreme customer concentration in a single smartphone platform, and it faces the specific risk that customer designing more radio frequency content in-house, alongside lost Chinese android share. Our feed records insider selling of 2.27% of shares outstanding. Quality is modest (Q66). Nothing adverse is known on accounting, so this is a flag.
COMPANY DESCRIPTION
Qorvo, Inc. is a leading global provider of innovative RF solutions for mobile, infrastructure, and defense applications. The company's competitive moat is its proprietary technology, extensive intellectual property in RF front-end modules and filters, and strong relationships with tier-one smartphone manufacturers and infrastructure providers. Qorvo holds a significant market share in critical RF components, enabling advanced wireless connectivity in a wide range of devices and systems.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.6B | 3.6B | 3.8B | 3.7B | 3.7B | -5.7% | 3.7B | 3.5B | 3.7B | -0.2% |
| EPS | 9.38 | 1.03 | -0.73 | 0.59 | 3.66 | -21.0% | 3.63 | 3.60 | 4.08 | 5.6% |
| Shares | 106.3M | 98.6M | 95.8M | 92.9M | 87.7M | -17.5% | 88.2M | — | — | — |
| Debt | 2.0B | 2.0B | 2.0B | 1.5B | 1.5B | -6.7% | 1.6B | — | — | — |
| Equity | 4.6B | 3.9B | 3.6B | 3.4B | 3.3B | -7.4% | — | — | — | — |
| Op CF | 1.0B | 843.2M | 833.2M | 622.2M | 808.6M | -6.3% | 808.6M | — | — | — |
| Inv CF | -596.0M | -153.4M | -136.5M | 36.6M | -43.6M | — | — | — | — | — |
| Fin CF | -875.5M | -853.4M | -459.6M | -684.4M | -566.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of QRVO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| QRVO | Qorvo, Inc.(you) | $7.6B | 94 | STRONG BUY |
| CRUS | Cirrus Logic, Inc. | $6.7B | 97 | STRONG BUY |
| SWKS | Skyworks Solutions, Inc. | $9.1B | 89 | STRONG BUY |
| DIOD | Diodes Incorporated | $4.0B | 81 | STRONG BUY |
| RMBS | Rambus Inc. | $10.4B | 69 | BUY |
| ALGM | Allegro MicroSystems, Inc. | $8.6B | 58 | HOLD |
| SMTC.MX | Semtech Corporation | $15.2B | 69 | BUY |
| POWI | Power Integrations, Inc. | $3.5B | 66 | BUY |
| LSCC | Lattice Semiconductor Corporation | $17.6B | 65 | HOLD |
| SLAB | Silicon Laboratories Inc. | $7.2B | 49 | HOLD |
Peer medians: ROE 7.5% · P/E 37.3x · Gross margin 53.4%