Skyworks Solutions completed its acquisition of Qorvo on Oct. 5. Skyworks' original targets for the combined company are still mid- to high-single-digit annual revenue growth, 50%-55% adjusted gross margins, and 30%-35% adjusted operating margins.
The need for greater data, reliable wireless connectivity, and energy efficiency bodes well for Skyworks’ product road map and the need for ongoing RF innovation.
Skyworks lost about 20%-25% of its RF content in the iPhone 17 lineup in late 2025 and 2026. It is questionable whether Skyworks can regain such content in the future.
|
Metric
|
SWKS
|
AVGO
|
6981
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.60 | 36.90 | 64.38 |
Price/Book Value | 2.12 | 17.19 | 5.54 |
Price/Sales | 3.03 | 19.75 | 8.27 |
Price/Cash Flow | 13.36 | 33.86 | 34.80 |
|
Metric
|
SWKS
|
AVGO
|
6981
|
|---|---|---|---|
Quick Ratio | 1.31 | 2.15 | 3.18 |
Current Ratio | 3.10 | 2.50 | 5.00 |
Interest Coverage | 13.21 | 13.88 | 88.38 |
|
Metric
|
SWKS
|
AVGO
|
6981
|
|---|---|---|---|
Return on Assets (Normalized) | 6.40% | 27.66% | 8.82% |
Return on Equity (Normalized) | 8.67% | 57.31% | 10.35% |
Return on Invested Capital (Normalized) | 7.62% | 34.36% | 9.37% |
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1-Day Chart
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Morningstar Rating for Stocks
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