Skyworks Solutions, Inc. (SWKS) on Decifer

Why it ranks here

• Its returns on invested money are modest, around 6% and it turns most of its profit into real cash.
• Revenue is expected to grow about 2% a year and growth is speeding up, not slowing down.
• It keeps a healthy share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on SWKS lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Semiconductors & AI Compute: Skyworks Solutions makes RF chips for mobile connectivity, Wi-Fi, and IoT devices. 5G smartphone content growth drives recurring revenue as handset makers require higher RF complexity per device. Skyworks also has growing exposure to automotive and industrial IoT connectivity, diversifying beyond its Apple-concentrated smartphone revenue.

Read the full SWKS research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.