-0.88%
17.49%
15.47%
-23.12%
-22.69%
-35.53%
-22.85%
AI Spotlight on QRVO
Company Description
Qorvo, Inc.develops and commercializes technologies and products for wireless, wired, and power markets worldwide.The company operates through two segments, Mobile Products, and Infrastructure and Defense Products.
It offers mobile devices, such as smartphones, wearables, laptops, tablets and other devices; radio frequency power management integrated circuits, ultra-wideband (UWB) system-on-a-chip (SoC) and system-in-package (SiP) solutions, MEMS-based sensors, antenna tuners, and antennaplexers, as well as discrete multiplexers, duplexers, filters, and switches; and cellular base stations include switch-low noise amplifier (LNA) modules, variable gain amplifiers, integrated power amplifier (PA) Doherty modules, discrete LNAs, and high power GaN amplifiers.The company's also provides SiC products, such as Schottky diodes and transistors for automotive, industrial, IT infrastructure and renewable energy markets; SoC hardware, firmware, and application software for smart home applications; power management solutions include programmable power management integrated circuits (ICs) and power application controllers; RF products and compound semiconductor foundry services to defense primes and other global defense and aerospace customers; RF connectivity and UWB SoC solutions for automotive connectivity; and Wi-Fi products, such as PAs, switches, LNAs and bulk acoustic wave filters, as well as integrated solutions including front end modules (FEMs) and integrated FEMs. It sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors.The company was founded in 1957 and is headquartered in Greensboro, North Carolina.
Market Data
| Last Price | 82.98 |
| Change Percentage | -0.88% |
| Open | 84.5 |
| Previous Close | 83.72 |
| Market Cap ( Millions) | 7750 |
| Volume | 2296415 |
| Year High | 130.99 |
| Year Low | 64.54 |
| M A 50 | 73.37 |
| M A 200 | 96.77 |
Financial Ratios
| FCF Yield | 6.24% |
| Dividend Yield | 0.00% |
| ROE | 0.78% |
| Debt / Equity | 45.83% |
| Net Debt / EBIDTA | 169.80% |
| Price To Book | 2.32 |
| Price Earnings Ratio | 290.1 |
| Price To FCF | 16.03 |
| Price To sales | 2.04 |
| EV / EBITDA | 18.57 |
News
- Jan -29 - Qorvo: Solid Earnings Beat, But ACG Division Pressures Are Likely To Persist
- Jan -29 - QRVO Down & ASML Up: Impacts from DeepSeek & AAPL Growth
- Jan -29 - Qorvo Analysts Slash Their Forecasts After Q3 Results
- Jan -29 - Qorvo Q3 Earnings Surpass Estimates Despite Lower Revenues
- Jan -29 - Qorvo, Inc. (QRVO) Q3 2025 Earnings Call Transcript
- Jan -29 - Markets Stage Shallow Rebound from Monday Sell-off
- Jan -28 - Apple supplier Qorvo sees swift reversal in stock price after warning of weakness in smartphone parts
- Jan -28 - Qorvo EPS Beats, Revenue Struggles
- Jan -28 - Qorvo (QRVO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
- Jan -28 - Qorvo (QRVO) Q3 Earnings and Revenues Top Estimates
- Jan -28 - Qorvo® Announces Fiscal 2025 Third Quarter Financial Results
- Jan -25 - Starboard takes a stake in Qorvo. Here are the steps the activist may take to improve margins
- Jan -24 - Qorvo's Q3 Earnings Coming Up: Here's What You Should Know
- Jan -23 - Unveiling Qorvo (QRVO) Q3 Outlook: Wall Street Estimates for Key Metrics
- Jan -22 - Sharp Sentiment Shift Could Be 2025's First Opportunity
- Jan -21 - Qorvo Could Achieve $9.63 EPS By 2026 With Activist Involvement, Morgan Stanley Upgrades Stock
- Jan -20 - Qorvo (QRVO) Moves 14.4% Higher: Will This Strength Last?
- Jan -17 - Why Qorvo Rallied Double Digits Today
- Jan -17 - Qorvo Stock Soars as Starboard Value Takes Stake in Chipmaker
- Jan -17 - Activist investor Starboard Value takes 7.7% stake in chipmaker Qorvo
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Advanced Cellular Group
Expected Growth : 7 %
What the company do ?
The Advanced Cellular Group from Qorvo, Inc. is a leading provider of RF solutions for 4G and 5G wireless infrastructure, mobile devices, and IoT applications.
Why we expect these perspectives ?
Advanced Cellular Group from Qorvo, Inc. growth driven by increasing demand for 5G-enabled smartphones, expansion in IoT and automotive markets, and growing adoption of Wi-Fi 6 and 6E technologies, resulting in 7% growth.
Segment n°2 -> High Performance Analog
Expected Growth : 5 %
What the company do ?
High Performance Analog from Qorvo, Inc. offers high-speed, low-power analog-to-digital converters, amplifiers, and switches for 5G, aerospace, and defense applications.
Why we expect these perspectives ?
Qorvo's High Performance Analog segment growth is driven by increasing demand for 5G infrastructure, proliferation of IoT devices, and growing adoption of advanced driver-assistance systems (ADAS) in the automotive industry, as well as the company's strategic investments in research and development, and its strong relationships with top-tier customers.
Segment n°3 -> Connectivity and Sensors Group
Expected Growth : 4 %
What the company do ?
The Connectivity and Sensors Group from Qorvo, Inc. designs and develops wireless connectivity and sensor technologies for IoT, mobile, and automotive applications.
Why we expect these perspectives ?
Qorvo's Connectivity and Sensors Group growth is driven by increasing demand for IoT devices, proliferation of 5G networks, and rising adoption of advanced driver-assistance systems (ADAS) in the automotive industry. Additionally, growing need for high-performance, low-power connectivity solutions and increasing use of sensors in smartphones, wearables, and industrial applications contribute to the segment's growth.
Qorvo, Inc. Products
| Product Range | What is it ? |
|---|---|
| RF Products | Qorvo's RF products include amplifiers, switches, and filters that enable wireless communication in mobile devices, base stations, and other wireless infrastructure. |
| Power Management | Qorvo's power management products include power amplifiers, switches, and controllers that manage power in wireless devices and networks. |
| Foundry Services | Qorvo's foundry services provide custom semiconductor manufacturing for a wide range of applications, including wireless, aerospace, and defense. |
| IDP (Integrated Duplexer Products) | Qorvo's IDP products integrate multiple functions, such as filtering, switching, and amplification, into a single device. |
| BAW (Bulk Acoustic Wave) Filters | Qorvo's BAW filters provide high-performance filtering for wireless communication systems. |
| GaAs (Gallium Arsenide) and GaN (Gallium Nitride) Devices | Qorvo's GaAs and GaN devices provide high-power and high-frequency capabilities for wireless communication systems. |
Qorvo, Inc.'s Porter Forces
Threat Of Substitutes
Qorvo, Inc. operates in the semiconductor industry, which is characterized by rapid technological advancements. While there are substitutes available, such as alternative semiconductor materials, the company's focus on RF solutions and its strong research and development capabilities mitigate the threat of substitutes.
Bargaining Power Of Customers
Qorvo, Inc. has a diverse customer base, including major OEMs and contract manufacturers. While some customers may have significant bargaining power, the company's strong relationships and customized solutions reduce the overall bargaining power of customers.
Bargaining Power Of Suppliers
Qorvo, Inc. relies on a limited number of suppliers for certain components and materials. While the company has implemented strategies to mitigate supply chain risks, the bargaining power of suppliers remains a moderate threat.
Threat Of New Entrants
The semiconductor industry has high barriers to entry, including significant capital expenditures and technological expertise. While new entrants may emerge, Qorvo, Inc.'s established position, strong research and development capabilities, and intellectual property portfolio reduce the threat of new entrants.
Intensity Of Rivalry
The semiconductor industry is highly competitive, with several established players competing for market share. Qorvo, Inc. faces intense competition from companies such as Skyworks Solutions, Broadcom, and Qualcomm, which may lead to pricing pressure and reduced market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 36.04% |
| Debt Cost | 3.95% |
| Equity Weight | 63.96% |
| Equity Cost | 11.58% |
| WACC | 8.83% |
| Leverage | 56.34% |
Qorvo, Inc. : Quality Control
Qorvo, Inc. passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IPGP | IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. The company's laser products include … |
| ENTG | Entegris, Inc. develops, manufactures, and supplies microcontamination control products, specialty chemicals, and advanced materials handling solutions in North America, Taiwan, China, South Korea, Japan, Europe, and Southeast Asia. It operates … |
| LSCC | Lattice Semiconductor Corporation, together with its subsidiaries, develops and sells semiconductor products in Asia, Europe, and the Americas. The company offers field programmable gate arrays that consist of four product … |
| SLAB | Silicon Laboratories Inc., a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, and internationally. The company's products include wireless microcontrollers and sensor products. Its products … |
| ALGM | Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Lattice Semi
A-Score
1-Year Total Return ->
🥈
IPG Photonics
A-Score
1-Year Total Return ->
🥉
Silicon Labs
A-Score
1-Year Total Return ->
4
Qorvo
A-Score
1-Year Total Return ->
5
Entegris
A-Score
1-Year Total Return ->
6
