AI Spotlight on SWKS
Company Description
Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and rest of Asia-Pacific.Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, timing devices, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators.The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment and gaming, industrial, medical, military, smartphone, tablet, and wearable markets.
It sells its products through direct sales force, electronic component distributors, and independent sales representatives.The company was incorporated in 1962 and is headquartered in Irvine, California.
Market Data
Last Price | 85.22 |
Change Percentage | -3.99% |
Open | 87.21 |
Previous Close | 88.76 |
Market Cap ( Millions) | 13698 |
Volume | 2758836 |
Year High | 120.86 |
Year Low | 82.13 |
M A 50 | 89.23 |
M A 200 | 97.41 |
Financial Ratios
FCF Yield | 11.98% |
Dividend Yield | 3.24% |
ROE | 9.44% |
Debt / Equity | 18.94% |
Net Debt / EBIDTA | -15.04% |
Price To Book | 2.15 |
Price Earnings Ratio | 22.89 |
Price To FCF | 8.34 |
Price To sales | 3.28 |
EV / EBITDA | 12.1 |
News
- Jan -31 - Skyworks to Report Q1 Earnings: What's in Store for the Stock?
- Jan -22 - CORRECTING and REPLACING GRAPHIC Skyworks Sets Date for First Quarter Fiscal 2025 Earnings Release and Conference Call
- Jan -21 - Skyworks Plunges 21% in 6 Months: Buy, Sell or Hold the Stock?
- Jan -05 - Skyworks: Lower Price Target On Smartphone Weakness
- Dec -30 - SWKS Stock Falls 6% in 3 Months: Should You Buy, Sell or Hold?
- Dec -04 - Of Three Apple Suppliers, Only Skyworks Solutions Hit Street Guidance
- Nov -29 - SWKS Plunges 23% YTD: How Should Investors Play the Stock?
- Nov -13 - Skyworks Solutions Q4: I Can See Light At The End Of The Tunnel, But It's Still Far
- Nov -13 - Skyworks Beats Q4 Estimates: Will 1Q25 Outlook Drag Shares Down?
- Nov -13 - Skyworks Solutions Faces Headwinds: Analysts Slash Price Forecasts Amid Weak Guidance And Inventory Challenges
- Nov -13 - Skyworks Solutions, Inc. (SWKS) Q4 2024 Earnings Call Transcript
- Nov -12 - Skyworks Solutions forecasts quarterly results below estimates on weak auto demand
- Nov -12 - Skyworks Solutions (SWKS) Q4 Earnings and Revenues Top Estimates
- Nov -11 - Skyworks initiated with a Hold at Loop Capital
- Nov -07 - Skyworks Achieves IATF 16949 Automotive Certification
- Nov -06 - Skyworks Set to Report Q4 Earnings: What's in Store for the Stock?
- Oct -04 - SWKS Declines 14% YTD: How Should Investors Play the Stock?
- Sep -23 - Skyworks Solutions: An Undervalued Tech Stock With Dividend Growth Opportunities
- Sep -16 - Skyworks Solutions (SWKS) Stock Trades Down, Here Is Why
- Sep -16 - Netflix, Dell And 2 Other Stocks Executives Are Selling
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Distibutors
Expected Growth : 0.8 %
What the company do ?
Distributors from Skyworks Solutions, Inc. are authorized partners that buy and resell Skyworks' semiconductor products to customers, providing local support and inventory management.
Why we expect these perspectives ?
Skyworks Solutions' distributors segment growth of 0.8 is driven by increasing demand for 5G-enabled smartphones, growing adoption of IoT devices, and rising need for high-performance filters and amplifiers in wireless infrastructure. Additionally, the company's strategic partnerships and expanding presence in emerging markets contribute to its growth momentum.
Segment nΒ°2 -> Direct Customers
Expected Growth : 1.2 %
What the company do ?
Direct Customers from Skyworks Solutions, Inc. refers to companies that purchase semiconductor products directly from Skyworks, including OEMs, ODMs, and contract manufacturers.
Why we expect these perspectives ?
Skyworks Solutions' direct customers, such as Apple, Samsung, and Huawei, drive growth through increasing demand for 5G-enabled smartphones and IoT devices. Additionally, the adoption of Wi-Fi 6 and 5G-enabled laptops contributes to the 1.2% growth. Furthermore, the company's diversification into emerging markets and its focus on developing innovative RF and analog semiconductor solutions also support this growth.
Skyworks Solutions, Inc. Products
Product Range | What is it ? |
---|---|
Amplifiers | Skyworks' amplifiers are designed to provide high linearity, low noise, and high output power for a variety of wireless communication systems. |
Attenuators | Skyworks' attenuators are used to reduce the power level of a signal in a communication system, providing a precise amount of attenuation. |
Circulators and Isolators | Skyworks' circulators and isolators are used to control the direction of signal flow and prevent signal reflection in communication systems. |
Front-end Modules (FEMs) | Skyworks' FEMs integrate multiple components into a single module, providing a complete RF front-end solution for wireless communication systems. |
Low Noise Amplifiers (LNAs) | Skyworks' LNAs are designed to provide high gain and low noise figure, making them ideal for use in wireless communication systems. |
Power Amplifiers | Skyworks' power amplifiers are designed to provide high output power and efficiency, making them ideal for use in wireless communication systems. |
Switches | Skyworks' switches are used to control the flow of signals in communication systems, providing high isolation and low insertion loss. |
Voltage-Controlled Oscillators (VCOs) | Skyworks' VCOs are used to generate a stable frequency signal in wireless communication systems. |
Skyworks Solutions, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Skyworks Solutions, Inc. is medium due to the presence of alternative semiconductor solutions from competitors.
Bargaining Power Of Customers
The bargaining power of customers for Skyworks Solutions, Inc. is low due to the company's strong relationships with its customers and the lack of buyer concentration.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Skyworks Solutions, Inc. is medium due to the presence of multiple suppliers and the company's ability to negotiate prices.
Threat Of New Entrants
The threat of new entrants for Skyworks Solutions, Inc. is low due to the high barriers to entry in the semiconductor industry, including significant capital requirements and technological expertise.
Intensity Of Rivalry
The intensity of rivalry for Skyworks Solutions, Inc. is high due to the competitive nature of the semiconductor industry, with multiple players competing for market share.
Capital Structure
Value | |
---|---|
Debt Weight | 20.74% |
Debt Cost | 5.47% |
Equity Weight | 79.26% |
Equity Cost | 10.67% |
WACC | 9.59% |
Leverage | 26.17% |
Skyworks Solutions, Inc. : Quality Control
Skyworks Solutions, Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
OLED | Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. It owns, exclusively β¦ |
CRUS | Cirrus Logic, Inc., a fabless semiconductor company, provides low-power and high-precision mixed-signal processing solutions in the United States and internationally. It offers portable products, including codecs components that integrate analog-to-digital β¦ |
VECO | Veeco Instruments Inc., together with its subsidiaries, develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices worldwide. The company offers laser annealing, ion β¦ |
VSH | Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. It operates through six segments: Metal Oxide Semiconductor Field Effect Transistors (MOSFETs), β¦ |
AMKR | Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, the Middle East, Africa, and the rest of the Asia Pacific. It offers turnkey β¦ |