Skyworks Solutions Inc (SWKS) stock analysis
Skyworks Solutions Inc (SWKS) clears 2 of this site's 8 mechanical value filters, 4 of 8 Buffett-style checks and 2 of 5 Lynch-style checks. At $82.39 it trades 3.1% above this site's neutral DCF value (a margin of safety of -3.1%). Its earnings quality rates Strong and it returns +5.5% to shareholders net of dilution. Figures are as of October 23, 2026, from SEC filings and market data refreshed weekly; this is educational analysis, not investment advice.
Data as of October 23, 2026. Refreshed weekly from SEC filings and market data.
What does Skyworks do?
Skyworks designs the radio-frequency chips that let phones connect to cellular, Wi-Fi and Bluetooth networks, with Apple its largest customer. On October 5, 2026 it completed its merger with Qorvo, a maker of similar chips.
Brands and businesses it owns
- Qorvo
What stands out about Skyworks?
- The share price implies 8.8% yearly growth. At $82.39, SWKS's free cash flow of $4.68 per share would have to grow 8.8% a year, fading to 2.5% by year 10, for this site's DCF (10% discount rate) to match the price. This site's baseline starts at 8%, so the price asks for more growth than the baseline. Change the assumptions.
- Misses 3 of the 8 value filters. It fails Market Cap > $25B ($18.9B), Trailing P/E < 25 (65.07) and EPS Growth YoY > -5% (-68.0%); the other 2 pass and 3 were not evaluated. See every filter.
- Weakest against peers: return on equity. At 5% (peer median 25%) it ranks 19th of 20 among semiconductors stocks this site tracks. See the ranking.
- Short interest is elevated. 11.9% of the float is sold short, 4.3 days to cover, above this site's 5% flag. See the figures.
- Dividend raises 1 of 6 flags. Its trailing yield is 2.25%. See the Sustainable Dividend Screener.
How has Skyworks' share price moved?
The interactive price chart needs JavaScript.
Is Skyworks undervalued? The value diligence check
Every value-investing signal this site computes for this stock, gathered in one place: the same real numbers from the tools below, not a new score.
- Margin of safety (DCF) -3.1%
- P/E vs. its own history 65.1x · at/above its priciest point Real range: 11.3x–26.2x over 5 years (net income per diluted share from each fiscal year's 10-K, paired with the real closing price at that fiscal year-end).
- Wall St. analyst rating Hold · 2.80/5 30 analysts this month: 0 strong buy, 2 buy, 22 hold, 4 sell, 2 strong sell (Finnhub). Down from 2.81 last month.
- Altman Z″-Score (bankruptcy risk) 7.01 · Safe zone
- Earnings quality (is the profit real?) Strong · 1 watch Beneish M-score −2.89 · accruals −10.2% of assets · 242% of profit arrived as cash · stock comp 5.7% of revenue · share count −1.6% a year. From the latest 10-K (year to Oct 2025) - see the Earnings Quality Screener for how each check is scored.
- Shareholder yield (cash back to owners) +5.5% net Latest fiscal year (2025): dividends 2.3% + buybacks 4.4% − stock comp 1.2%, as a share of today's market cap. Over 14 years its split-adjusted share count fell 19%. See Shareholder Yield Leaders.
- Capital needed to grow (See's test) Profit did not grow in 10 years Operating profit $1.2B → $754M, capital needed $2.7B → $5.8B, 2016–2025 (3-year averages); return on capital now 13% before tax. Buffett's See's Candies needed $0.42 per $1 of new profit, FlightSafety $3.20, a typical grower about $5. Cyclical: the answer depends on where in its cycle the window starts and ends. See Capital-Light Compounders.
- PEG (growth at a reasonable price) n/a (no PEG reported)
- Compounder lenses (4) 2 of 4 · misses capital-light, price (n/a) Capital-light growth: not cleared (profit grew 0.6×, under 2×); Profit is real: cleared; Cash to owners: cleared; Fair price (PEG): cannot be measured (no PEG reported). See Compounders at a Fair Price, which also lets you move the PEG bar.
- Value trap check Clear
- Munger's Inversion Check 3 flags
- Standing vs. sector peers 3 of 7 measures above the median Compared with the 19 other semiconductors stocks this site tracks: 3 in the top third, 4 in the bottom third.
- Dividend payout sustainability 1/6 flags
How does Skyworks compare with its peers?
3 of 7 measures sit above the median of the 19 other semiconductors stocks tracked here, 3 in the top third and 4 in the bottom third.
- P/E ratiolower is cheaper · peer median 42.5× 65.1× ✕15th of 19
- Free-cash-flow yieldhigher is cheaper · peer median 2.5% 5.7% ✓3rd of 20
- Return on equityhigher is better · peer median 25% 5% ✕19th of 20
- Net marginhigher is better · peer median 26.9% 7.2% ✕19th of 20
- Revenue growthhigher is better, year on year · peer median 23.8% 0.1% ✕18th of 19
- Debt / equitylower is safer · peer median 0.29 0.09 ✓6th of 20
- Dividend yieldamong dividend payers · peer median 0.66% 2.25% ✓3rd of 16
Peers are the stocks this site tracks in the same sector group, not every listed competitor. The bar runs from the weakest peer (left) to the strongest (right); the tick is the middle. Measures that don't apply to a sector (cash-flow yield for banks, debt for financials) are left out.
What would Buffett & Lynch say?
Buffett's checklist is built around durable, profitable businesses bought at sensible prices, and SWKS doesn't clear enough of it yet. In its favor: SWKS and has kept that profitability up over five years, not just this year, carries a conservative amount of debt relative to equity, earns many times its interest expense, so debt service isn't a worry, and trades at a reasonable multiple of owner earnings, his own term for the real cash a business could pay out. Where it comes up short: SWKS isn't clearing the return-on-equity bar he'd want to see right now, runs thinner pretax margins than he'd like to see, hasn't grown earnings per share fast enough over five years to impress him, and is trading above what a conservative discounted-cash-flow estimate says it's worth right now.
- ROE (TTM) > 11% ✕
- ROE (5yr avg) > 11% ✓
- Debt/Equity < 0.5 ✓
- Pretax margin > 15% ✕
- EPS growth (5yr) > 7% ✕
- Interest coverage > 5x ✓
- Trading below intrinsic value (DCF) ✕
- Price vs. owner earnings < 25x ✓
- Bonus: returning capital via buybacks FY2025
Lynch looked for growth stories that weren't overpriced for that growth, and SWKS falls short of his bar. In its favor: SWKS isn't over-leveraged for a company of its type, and converts earnings into real cash at a reasonable price. Where it comes up short: SWKS doesn't pay much of a dividend, which is the main reason to own a slow grower in the first place, isn't even growing at the modest pace he'd expect from a slow grower, and is priced too rich for how little growth is actually left in the business.
- Dividend yield > 2.5% ✕
- EPS growth 0%-10% ✕
- Debt/Equity < 0.6 ✓
- P/E < 20 ✕
- Price/FCF < 25 ✓
Quantitative approximations of each investor's documented approach, not endorsed by either investor or their estates - commentary, not this site's actual ranking criteria. Buffett never published a numeric checklist: only 2 of his 8 checks here trace to his own documented concepts ("owner earnings," from his 1986 shareholder letter, and "price is what you pay, value is what you get," his case against fixed P/E/P/B ceilings) - the other 6 (ROE, debt, margins, growth, interest coverage) use commonly-cited thresholds that are not numbers he himself published. The 8 hard filters below (plus the Munger check and Graham margin of safety) are this site's real, mechanical screen and are computed completely independently of the checklists above.
Berkshire Hathaway's own filing
Which of the 8 value filters does Skyworks pass?
- Market Cap > $25B $18.9B
- Trailing P/E < 25 65.07
- PEG Ratio < 1.5 n/a
- Price/Book < 8 3.29
- Price/Sales < 7 4.70
- EPS Growth YoY > -5% -68.0%
- vs 50-day MA (±12%) Not evaluated †
- vs 200-day MA (±12%) Not evaluated †
What is Skyworks' margin of safety?
+34% on 2026-10-07 → -3% on 2026-10-23 (5 weekly readings).
Where is Skyworks in its 52-week range?
What is the short interest in Skyworks?
27,851,200 shares short as of 2026-09-30 (FINRA settlement date). Reported twice a month, so this only changes roughly every two weeks, not daily.
What could go wrong with Skyworks? Munger's inversion check
"Invert, always invert." Instead of reasons to buy, these are reasons to hesitate, not a verdict, and not everything worth knowing about a business.
- Margin of safety, even in the bull case +39%
- Short interest under 5% of float 11.9%
- Passes most of the 6 fundamental filters 3/6 passed
- Price run-up backed by value, not just momentum +55% off 52wk low
- Debt/equity stable since 2020 0.00 → 0.09
Doesn't cover circle of competence, management quality, or accounting concerns: those need judgment, not data.
How much have Skyworks shareholders gained per year?
Earnings growth per share plus dividend.
An earnings-based proxy, not a stock-price total return - it doesn't capture multiple expansion/contraction or reinvested dividends. EPS from SWKS's own 10-K filings; dividend yield is the current trailing yield on today's price, from the same weekly fetch as the rest of this site.
What do Skyworks' 10-year financials show?
From SWKS's own 10-K filings (SEC EDGAR): up to the last 10 fiscal years. Press any year's bars for the exact figures.
Frequently asked questions about Skyworks
What kind of company is Skyworks?
Skyworks designs the radio-frequency chips that let phones connect to cellular, Wi-Fi and Bluetooth networks, with Apple its largest customer. On October 5, 2026 it completed its merger with Qorvo, a maker of similar chips. Brands and businesses it owns include Qorvo. This site groups it with Semiconductors stocks.
Is Skyworks trading above or below its DCF value?
At $82.39, SWKS trades 3.1% above this site's neutral DCF value of $79.92 per share, a margin of safety of −3.1%. That DCF projects free cash flow for 10 years, with growth starting at 8% and fading to 2.5%, discounted at 10%; it is one set of assumptions, not a forecast. Test your own in the Intrinsic Value Calculator.
How many of this site's 8 value filters does Skyworks pass?
SWKS passes 2 of 8. It passes Price/Book < 8 (3.29) and Price/Sales < 7 (4.70). It misses Market Cap > $25B ($18.9B), Trailing P/E < 25 (65.07) and EPS Growth YoY > -5% (-68.0%). PEG Ratio < 1.5, vs 50-day MA (±12%) and vs 200-day MA (±12%) were not evaluated, because the moving-average checks only run on stocks that clear the fundamentals first. The 8-filter list shows every stock that passes all of them.
How much cash does Skyworks return to shareholders?
SWKS's net shareholder yield is +5.5%: the cash it returns through dividends and buybacks, minus stock-based compensation, as a share of its market value. Latest fiscal year (2025): dividends 2.3% + buybacks 4.4% − stock comp 1.2%, as a share of today's market cap. Over 14 years its split-adjusted share count fell 19%. Its trailing dividend yield is 2.25%, paid out of 61% of its free cash flow; the dividend-sustainability check raises 1 of 6 flags (a risky earnings payout). See Shareholder Yield Leaders and the Sustainable Dividend Screener.
When does Skyworks report earnings next?
Skyworks's next earnings report is expected on November 3, 2026 after the market closes, with analysts expecting earnings of $1.30 per share. Dates come from the Finnhub earnings calendar and can move. In its last 4 quarters it beat the estimate 4 times, by an average of +11.5%.
How heavily is Skyworks stock sold short?
As of September 30, 2026, 11.9% of SWKS's float was sold short (27,851,200 shares, 4.3 days to cover), down 14.9% from the prior reporting period. FINRA publishes short interest twice a month, so it changes about every two weeks; this site flags anything above 5% of the float.
Where do these numbers come from?
- Financial statements: Skyworks's 10-K annual report for the year ended Oct 3, 2025, filed Nov 7, 2025 (filing index). Every earlier year in the 10-year financials comes from the company's older 10-K filings, all listed on SEC EDGAR.
- Prices and market data: quotes, P/E and analyst ratings from Finnhub; daily price history and the 52-week range from Twelve Data, both refreshed weekly. Short interest comes from FINRA, reported twice a month.
- How to check a figure: click any number in the card above to see its exact source, and read the Editorial Standards for every rule behind the checks.
About this Skyworks Solutions Inc analysis
This page shows every value-investing check the site runs on Skyworks Solutions Inc (SWKS) in one place: the 8 mechanical filters, the Buffett and Lynch checklists, a margin of safety from a disclosed DCF, earnings quality, shareholder yield and how it ranks against its sector peers. The numbers come from SEC filings and public market data, refreshed weekly, and the same rules apply to every stock on the stock list. See Editorial Standards for the sources and the rules, or run your own filters in the stock screener.