Skyworks Solutions, Inc.

DB:AWM Stock Report

Market Cap: €12.7b

Skyworks Solutions Valuation

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

Valuation Score

2/6

Valuation Score 2/6

  • 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 AWM when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: AWM (€79.59) is trading below our estimate of fair value (€122.08)

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

Key Valuation Metric

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

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

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

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for AWM vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average15.8x
IFX Infineon Technologies
22.5x17.5%€39.4b
ELG Elmos Semiconductor
11.1x4.1%€1.1b
WAF Siltronic
16x-17.0%€1.5b
AIXA AIXTRON
13.6x6.2%€1.6b
AWM Skyworks Solutions
17.1x3.1%€13.4b

Price-To-Earnings vs Peers: AWM is expensive based on its Price-To-Earnings Ratio (17.1x) compared to the peer average (15.8x).

Price to Earnings Ratio vs Industry

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

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

Price-To-Earnings vs Industry: AWM is expensive based on its Price-To-Earnings Ratio (17.1x) compared to the European Semiconductor industry average (14.4x).

Price to Earnings Ratio vs Fair Ratio

What is AWM'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.

AWM PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio22.5x
Fair PE Ratio17.9x

Price-To-Earnings vs Fair Ratio: AWM is expensive based on its Price-To-Earnings Ratio (17.1x) compared to the estimated Fair Price-To-Earnings Ratio (15.9x).

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 AWM forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€79.59
€91.90
+15.5%
12.8%€113.99€68.39n/a21
Nov ’25€81.36
€104.27
+28.2%
12.3%€129.70€76.89n/a21
Oct ’25€88.40
€104.67
+18.4%
11.2%€126.34€74.90n/a21
Sep ’25€98.93
€106.32
+7.5%
11.9%€129.29€76.65n/a21
Aug ’25€103.02
€106.32
+3.2%
11.9%€129.29€76.65n/a21
Jul ’25€98.88
€95.55
-3.4%
12.9%€121.42€77.52n/a22
Jun ’25€84.83
€93.59
+10.3%
12.0%€115.01€76.37n/a22
May ’25€101.08
€98.03
-3.0%
15.1%€144.04€77.63n/a24
Apr ’25€100.72
€108.26
+7.5%
13.0%€143.37€79.14n/a26
Mar ’25€96.88
€107.66
+11.1%
13.0%€142.91€78.88n/a26
Feb ’25€94.32
€106.89
+13.3%
13.0%€141.68€78.20n/a26
Jan ’25€102.46
€98.65
-3.7%
18.1%€161.22€76.03n/a27
Dec ’24€88.35
€98.85
+11.9%
18.4%€164.14€77.41n/a26
Nov ’24€82.40
€113.24
+37.4%
16.2%€166.30€82.21€81.3626
Oct ’24€93.57
€116.70
+24.7%
14.6%€167.53€95.19€88.4025
Sep ’24€99.81
€112.11
+12.3%
14.4%€160.35€91.11€98.9325
Aug ’24€103.78
€108.00
+4.1%
16.8%€167.85€83.03€103.0226
Jul ’24€101.18
€111.71
+10.4%
17.0%€174.41€86.28€98.8825
Jun ’24€95.94
€109.83
+14.5%
17.0%€171.21€84.70€84.8325
May ’24€94.46
€117.78
+24.7%
14.5%€171.38€98.45€101.0825
Apr ’24€107.34
€119.77
+11.6%
14.9%€177.11€93.27€100.7226
Mar ’24€104.70
€119.60
+14.2%
15.2%€178.21€93.84€96.8826
Feb ’24€101.50
€102.97
+1.4%
16.7%€147.25€78.23€94.3226
Jan ’24€84.77
€105.72
+24.7%
16.7%€152.80€81.18€102.4627
Dec ’23€91.15
€106.15
+16.5%
16.4%€153.70€81.65€88.3528
Nov ’23€87.02
€129.52
+48.8%
19.1%€192.32€96.16€82.4026

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

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