Skyworks Solutions, Inc.

WBAG:SWKS Stock Report

Market Cap: €12.7b

Skyworks Solutions Valuation

Is SWKS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SWKS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SWKS (€80.52) is trading below our estimate of fair value (€120.94)

Significantly Below Fair Value: SWKS is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SWKS?

Key metric: As SWKS is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SWKS. This is calculated by dividing SWKS's market cap by their current earnings.
What is SWKS's PE Ratio?
PE Ratio22.5x
EarningsUS$596.00m
Market CapUS$13.38b

Price to Earnings Ratio vs Peers

How does SWKS's PE Ratio compare to its peers?

The above table shows the PE ratio for SWKS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average44.1x
688008 Montage Technology
65.7x38.9%CN¥78.5b
600584 JCET Group
49.1x36.3%CN¥77.3b
2303 United Microelectronics
11.1x8.0%NT$563.8b
603501 Will Semiconductor
50.3x32.8%CN¥128.9b
SWKS Skyworks Solutions
22.5x10.8%€13.4b

Price-To-Earnings vs Peers: SWKS is good value based on its Price-To-Earnings Ratio (22.5x) compared to the peer average (48x).

Price to Earnings Ratio vs Industry

How does SWKS's PE Ratio compare vs other companies in the European Semiconductor Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
SWKS 22.5xIndustry Avg. 14.4xNo. of Companies7PE01632486480+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SWKS is expensive based on its Price-To-Earnings Ratio (22.5x) compared to the European Semiconductor industry average (14.4x).

Price to Earnings Ratio vs Fair Ratio

What is SWKS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SWKS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio22.5x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate SWKS's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SWKS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€80.52
€91.90
+14.1%
12.8%€113.99€68.39n/a21
Nov ’25€81.86
€104.27
+27.4%
12.3%€129.70€76.89n/a21
Oct ’25€86.36
€104.67
+21.2%
11.2%€126.34€74.90n/a21
Sep ’25€98.07
€106.32
+8.4%
11.9%€129.29€76.65n/a21
Aug ’25€102.40
€106.32
+3.8%
11.9%€129.29€76.65n/a21
Jul ’25€96.99
€95.55
-1.5%
12.9%€121.42€77.52n/a22
Jun ’25€83.25
€93.59
+12.4%
12.0%€115.01€76.37n/a22
May ’25€100.84
€98.03
-2.8%
15.1%€144.04€77.63n/a24
Apr ’25€100.36
€108.26
+7.9%
13.0%€143.37€79.14n/a26
Mar ’25€98.48
€107.66
+9.3%
13.0%€142.91€78.88n/a26
Feb ’25€93.22
€106.89
+14.7%
13.0%€141.68€78.20n/a26
Jan ’25€102.66
€98.65
-3.9%
18.1%€161.22€76.03n/a27
Dec ’24€90.01
€98.85
+9.8%
18.4%€164.14€77.41n/a26
Nov ’24€81.19
€113.24
+39.5%
16.2%€166.30€82.21€81.8626
Oct ’24€93.47
€116.70
+24.9%
14.6%€167.53€95.19€86.3625
Sep ’24€101.32
€112.11
+10.7%
14.4%€160.35€91.11€98.0725
Aug ’24€104.22
€108.00
+3.6%
16.8%€167.85€83.03€102.4026
Jul ’24€101.02
€111.71
+10.6%
17.0%€174.41€86.28€96.9925
Jun ’24€97.66
€109.83
+12.5%
17.0%€171.21€84.70€83.2525
May ’24€92.67
€117.78
+27.1%
14.5%€171.38€98.45€100.8425
Apr ’24€107.48
€119.77
+11.4%
14.9%€177.11€93.27€100.3626
Mar ’24€104.80
€119.60
+14.1%
15.2%€178.21€93.84€98.4826
Feb ’24€101.30
€102.97
+1.6%
16.7%€147.25€78.23€93.2226
Jan ’24€84.85
€105.72
+24.6%
16.7%€152.80€81.18€102.6627
Dec ’23€90.93
€106.15
+16.7%
16.4%€153.70€81.65€90.0128
Nov ’23€87.34
€129.52
+48.3%
19.1%€192.32€96.16€81.1926

Analyst Forecast: Target price is less than 20% higher than the current share price.

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