Skyworks Solutions Inc
NASDAQ:SWKS
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Intrinsic Value
The intrinsic value of one SWKS stock under the Base Case scenario is 119.66 USD. Compared to the current market price of 85.05 USD, Skyworks Solutions Inc is Undervalued by 29%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Skyworks Solutions Inc
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Fundamental Analysis
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Skyworks Solutions Inc
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Skyworks Solutions Inc. is a pivotal player in the semiconductor industry, renowned for its cutting-edge analog and mixed-signal semiconductors. Established in 1962, the company has evolved into a leader in the design and manufacture of wireless communication technologies that support an array of applications, particularly in the booming smartphone and IoT (Internet of Things) markets. By supplying high-performance components that enable devices to connect seamlessly, Skyworks has positioned itself at the heart of the digital communication revolution. With strong partnerships with major tech companies, including Apple and Samsung, Skyworks is not just a supplier but a key enabler of innovati...
Skyworks Solutions Inc. is a pivotal player in the semiconductor industry, renowned for its cutting-edge analog and mixed-signal semiconductors. Established in 1962, the company has evolved into a leader in the design and manufacture of wireless communication technologies that support an array of applications, particularly in the booming smartphone and IoT (Internet of Things) markets. By supplying high-performance components that enable devices to connect seamlessly, Skyworks has positioned itself at the heart of the digital communication revolution. With strong partnerships with major tech companies, including Apple and Samsung, Skyworks is not just a supplier but a key enabler of innovation in consumer electronics, automotive, and industrial markets.
For investors, Skyworks represents a compelling opportunity, driven by a robust growth trajectory and strategic diversification. The company consistently reports impressive financial performance, marked by steady revenue growth and healthy profit margins. As the world continues to advance towards more interconnected devices—from 5G smartphones to smart home appliances—Skyworks is well-equipped to capitalize on these trends. The company’s commitment to research and development ensures that it stays ahead of technological advancements, while its strong balance sheet offers resilience in fluctuating market conditions. With a focus on not only maintaining existing customer relationships but also expanding into new markets, investors in Skyworks Solutions can find comfort in its ability to navigate the complexities of the tech landscape while delivering sustainable growth.
Skyworks Solutions Inc. is a prominent supplier of semiconductor products that are used in a variety of applications, primarily in the telecommunications and consumer electronics sectors. The core business segments of Skyworks can be broadly categorized as follows:
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Mobile Communications:
- This is the largest segment and includes products designed for mobile devices such as smartphones, tablets, and wearables. Skyworks provides radio frequency (RF) components like amplifiers, filters, and power management solutions that facilitate wireless connectivity, including 4G and 5G technologies.
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Networking:
- Skyworks also develops solutions for networking applications, serving both consumer and enterprise markets. This includes products for Wi-Fi devices, routers, and other networking equipment that support both home and industrial applications.
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Internet of Things (IoT):
- With the increase in connected devices, Skyworks offers a range of products tailored for IoT applications. This segment encompasses various industries, including automotive, smart home, industrial, and medical devices, where reliable wireless communication is crucial.
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Automotive:
- As vehicles become increasingly connected and autonomous, Skyworks is expanding its offerings in the automotive sector. This includes RF solutions for vehicle-to-everything (V2X) communication and other automotive applications.
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Consumer Electronics:
- Beyond mobile devices, Skyworks provides its semiconductor solutions for additional consumer electronics ranging from smart speakers to television sets, where RF performance and connectivity are critical.
Skyworks Solutions focuses on innovation and leveraging technology advancements to maintain its competitive edge in these segments. The company is positioned well to capitalize on trends such as the growth of 5G, the expansion of IoT, and the increasing need for connectivity in various markets.
Skyworks Solutions Inc. possesses several unique competitive advantages that differentiate it from its rivals in the semiconductor industry, particularly in the radio frequency (RF) and analog markets. Here are some key competitive advantages:
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Strong Market Presence in Mobile Communications: Skyworks is a leading supplier for major smartphone manufacturers. Its deep relationships with companies like Apple, Samsung, and Qualcomm provide it with a robust customer base and recurring revenue streams.
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Diverse Product Portfolio: The company offers a wide range of RF solutions, including amplifiers, front-end modules, and power amplifiers, which enables it to cater to various applications beyond smartphones, such as IoT devices, automotive, and industrial markets.
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Innovative Technology: Skyworks invests heavily in research and development, leading to advanced technologies that improve performance and energy efficiency, such as their capabilities in 5G networks and IoT solutions.
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Economies of Scale: As a large player in the semiconductor market, Skyworks benefits from economies of scale, which allows it to reduce costs and improve margins compared to smaller competitors.
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Intellectual Property and Patents: The company holds a strong portfolio of patents and intellectual property that protects its technological innovations and helps maintain a competitive edge.
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Operational Excellence: Skyworks focuses on lean manufacturing and supply chain management, which enhances productivity and lowers costs, differentiating it from competitors who may not have such streamlined processes.
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Global Supply Chain and Manufacturing Capabilities: The company has a diversified supply chain, allowing for resilience and efficiency in production levels, particularly important in the rapidly changing technology landscape.
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Strategic Acquisitions: Skyworks has a history of strategic acquisitions that enhance its technology portfolio and market reach, providing it with additional competitive advantages over rivals.
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Focus on Emerging Markets: The company is well-positioned to capitalize on growth in emerging markets such as automotive applications (e.g., connected cars) and IoT, which are expected to see significant growth in demand.
These advantages help Skyworks Solutions Inc. not only maintain its stronghold in established markets but also expand into new growth areas, positioning it favorably against competitors in the semiconductor space.
Skyworks Solutions Inc, a major player in the semiconductor industry, particularly in the radio frequency (RF) and analog semiconductor markets, faces several risks and challenges in the near future:
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Market Volatility: The semiconductor industry is highly cyclical, subject to fluctuations in demand. Economic downturns or shifts in consumer preferences can significantly impact sales.
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Supply Chain Disruptions: Ongoing supply chain challenges, exacerbated by global events (like the COVID-19 pandemic), trade tensions, or geopolitical issues, can affect the availability of raw materials and components.
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Competitive Pressure: The tech landscape is intensely competitive. Companies like Qualcomm, Broadcom, and Avago Technologies pose a significant threat, pushing Skyworks to innovate continuously and maintain pricing power.
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Technological Changes: Rapid advancements in technology may lead to obsolescence of current products. Skyworks needs to invest in R&D to keep up with trends like 5G technology, Internet of Things (IoT), and artificial intelligence.
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Customer Concentration: A significant portion of Skyworks' revenue comes from a few key customers, such as Apple. Dependence on a limited customer base can lead to revenue volatility if those customers change their purchasing patterns.
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Regulatory and Trade Risks: Changes in global trade policies, tariffs, or regulations can impact the cost structure and market access for Skyworks, especially in China.
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Foreign Exchange Risk: As an international company, fluctuations in currency exchange rates can affect profitability.
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Intellectual Property Risks: Protecting intellectual property in the semiconductor industry is crucial. Any infringement or litigation could impact operations and financial performance.
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Investment in Capacity Expansion: While necessary for growth, the high cost of building new manufacturing facilities or expanding existing ones may pressure cash flow and margins.
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Employee Recruitment and Retention: Attracting and retaining skilled talent in engineering and technology is critical for innovation but can be challenging in a competitive hiring environment.
Navigating these risks will require effective strategic planning, robust financial management, and a willingness to adapt to changing market conditions.
Revenue & Expenses Breakdown
Skyworks Solutions Inc
Balance Sheet Decomposition
Skyworks Solutions Inc
Current Assets | 3.3B |
Cash & Short-Term Investments | 1.8B |
Receivables | 508.8m |
Other Current Assets | 1.1B |
Non-Current Assets | 4.9B |
Long-Term Investments | 11.4m |
PP&E | 1.5B |
Intangibles | 3.1B |
Other Non-Current Assets | 381.8m |
Current Liabilities | 602.7m |
Accounts Payable | 171.8m |
Accrued Liabilities | 340.3m |
Other Current Liabilities | 90.6m |
Non-Current Liabilities | 1.3B |
Long-Term Debt | 994.3m |
Other Non-Current Liabilities | 349.6m |
Earnings Waterfall
Skyworks Solutions Inc
Revenue
|
4.2B
USD
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Cost of Revenue
|
-2.5B
USD
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Gross Profit
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1.7B
USD
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Operating Expenses
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-933.4m
USD
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Operating Income
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787.4m
USD
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Other Expenses
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-191.4m
USD
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Net Income
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596m
USD
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Free Cash Flow Analysis
Skyworks Solutions Inc
USD | |
Free Cash Flow | USD |
In Q4 2024, Skyworks Solutions reported revenues of $1.025 billion, driven by a 21% sequential growth in mobile, reflecting normalization in customer orders. Projecting a Q1 2025 revenue of $1.050 to $1.080 billion, the company sees continued gains in mobile and broad markets. Gross margin for December is expected between 46% to 47%, while maintaining strong free cash flow exceeding $1.6 billion. Skyworks is positioned to leverage AI advancements, expecting a multi-year smartphone upgrade cycle. Despite current inventory challenges in industrial and automotive sectors, optimism remains for growth driven by Edge IoT and networking advancements.
What is Earnings Call?
SWKS Profitability Score
Profitability Due Diligence
Skyworks Solutions Inc's profitability score is 58/100. The higher the profitability score, the more profitable the company is.
Score
Skyworks Solutions Inc's profitability score is 58/100. The higher the profitability score, the more profitable the company is.
SWKS Solvency Score
Solvency Due Diligence
Skyworks Solutions Inc's solvency score is 94/100. The higher the solvency score, the more solvent the company is.
Score
Skyworks Solutions Inc's solvency score is 94/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
SWKS Price Targets Summary
Skyworks Solutions Inc
According to Wall Street analysts, the average 1-year price target for SWKS is 100.3 USD with a low forecast of 72.72 USD and a high forecast of 126 USD.
Dividends
Current shareholder yield for SWKS is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
SWKS Insider Trading
Buy and sell transactions by insiders
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Profile
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Market Cap
Dividend Yield
Description
Skyworks Solutions, Inc. engages in the design, development, and manufacture of proprietary semiconductor products. The company is headquartered in Irvine, California and currently employs 11,000 full-time employees. The Company’s analog semiconductors are connecting people, places, and things, across new applications within the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment, and gaming, industrial, medical, military, smartphone, tablet, and wearable markets. The company operates engineering, manufacturing, sales, and service facilities throughout Asia, Europe, and North America. Its system solutions include Sky5, diversity receive (DRx) and multi-input multi-output (MIMO), SkyOne, antenna management, and integrated infrastructure. The company offers a range of products, such as Amplifiers, Antenna Tuners, Attenuators, Automotive Tuners and Digital Radios, Circulators/Isolators, Demodulators, Detectors, Digital Power Isolators, Diodes, Directional Couplers, Diversity Receive Modules, Filters, Mixers, Modulators, Receivers, and Switches.
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Employees
Officers
The intrinsic value of one SWKS stock under the Base Case scenario is 119.66 USD.
Compared to the current market price of 85.05 USD, Skyworks Solutions Inc is Undervalued by 29%.