Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SWKS
BuyFull HouseFLAGSkyworks Solutions, Inc. · Technology · United States · $9.9B · Avg Vol: $481M/d
Skyworks Solutions is cheap at V71 but quality Q56 and momentum M53 both miss the all-three-above-60 path with no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Skyworks Solutions, Inc. is a leading semiconductor company that designs, develops, manufactures, and markets high-performance analog and mixed-signal semiconductors. The company's competitive moat is based on its advanced technology, proprietary intellectual property, and strong customer relationships with major smartphone and IoT device manufacturers, leading to high switching costs. Skyworks holds a significant market share in RF solutions, particularly for mobile communications, positioning it as a critical supplier in the wireless ecosystem.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.5B | 4.8B | 4.2B | 4.1B | -9.3% | 4.0B | 3.9B | 4.0B | -0.6% |
| EPS | 7.85 | 6.17 | 3.72 | 3.09 | -26.7% | 1.93 | 2.63 | 2.59 | -8.4% |
| Shares | 160.2M | 159.5M | 159.9M | 148.7M | -7.2% | 150.5M | — | — | — |
| Debt | 2.4B | 1.5B | 1.2B | 1.2B | -20.7% | 681.1M | — | — | — |
| Equity | 5.5B | 6.1B | 6.3B | 5.8B | 1.7% | — | — | — | — |
| Op CF | 1.4B | 1.9B | 1.8B | 1.3B | -3.0% | 716.2M | — | — | — |
| Inv CF | -378.9M | -224.4M | -355.9M | -234.0M | — | — | — | — | — |
| Fin CF | -1.4B | -1.5B | -819.0M | -1.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SWKS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SWKS | Skyworks Solutions, Inc.(you) | $9.9B | 74 | Buy |
| SMTC | Semtech Corporation | $12.2B | 66 | Buy |
| LSCC | Lattice Semiconductor Corporation | $16.2B | 66 | Buy |
| RMBS | Rambus Inc. | $9.3B | 57 | Hold |
| QRVO | Qorvo, Inc. | $8.4B | 93 | Strong Buy |
| CRUS | Cirrus Logic, Inc. | $5.4B | 86 | Strong Buy |
| DIOD | Diodes Incorporated | $4.1B | 82 | Strong Buy |
| ON | ON Semiconductor Corporation | $28.3B | 65 | Hold |
| MTSI | MACOM Technology Solutions Holdings, Inc. | $20.3B | 57 | Hold |
| VSH | Vishay Intertechnology, Inc. | $4.7B | 56 | Hold |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%