Skyworks Solutions, Inc.

LSE:0L77 Stock Report

Market Cap: US$14.5b

Skyworks Solutions Valuation

Is 0L77 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 0L77 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0L77 ($90.53) is trading below our estimate of fair value ($125.4)

Significantly Below Fair Value: 0L77 is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0L77?

Key metric: As 0L77 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0L77. This is calculated by dividing 0L77's market cap by their current earnings.
What is 0L77's PE Ratio?
PE Ratio24.3x
EarningsUS$596.00m
Market CapUS$14.51b

Price to Earnings Ratio vs Peers

How does 0L77's PE Ratio compare to its peers?

The above table shows the PE ratio for 0L77 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average52.8x
CML CML Microsystems
32.7xn/aUK£42.2m
603501 Will Semiconductor
47.3x32.8%CN¥116.7b
WAAREEENER Waaree Energies
65.1xn/a₹890.9b
688008 Montage Technology
65.9x38.3%CN¥76.4b
0L77 Skyworks Solutions
24.3x10.7%US$14.5b

Price-To-Earnings vs Peers: 0L77 is good value based on its Price-To-Earnings Ratio (24.3x) compared to the peer average (53.1x).


Price to Earnings Ratio vs Industry

How does 0L77's PE Ratio compare vs other companies in the European Semiconductor Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0L77 24.3xIndustry Avg. 18.1xNo. of Companies6PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0L77 is expensive based on its Price-To-Earnings Ratio (24.3x) compared to the European Semiconductor industry average (18.1x).


Price to Earnings Ratio vs Fair Ratio

What is 0L77'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.

0L77 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.3x
Fair PE Ratio23.7x

Price-To-Earnings vs Fair Ratio: 0L77 is expensive based on its Price-To-Earnings Ratio (24.3x) compared to the estimated Fair Price-To-Earnings Ratio (23.7x).


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 0L77 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$90.53
US$95.59
+5.6%
12.1%US$120.00US$72.00n/a21
Dec ’25US$87.59
US$96.74
+10.5%
12.8%US$120.00US$72.00n/a21
Nov ’25US$89.20
US$112.55
+26.2%
12.3%US$140.00US$83.00n/a21
Oct ’25US$95.64
US$115.99
+21.3%
11.2%US$140.00US$83.00n/a21
Sep ’25US$108.67
US$115.13
+5.9%
11.9%US$140.00US$83.00n/a21
Aug ’25US$108.47
US$115.13
+6.1%
11.9%US$140.00US$83.00n/a21
Jul ’25US$104.62
US$102.30
-2.2%
12.9%US$130.00US$83.00n/a22
Jun ’25US$90.36
US$101.71
+12.6%
12.0%US$125.00US$83.00n/a22
May ’25US$91.03
US$104.81
+15.1%
15.1%US$154.00US$83.00n/a24
Apr ’25US$107.84
US$116.29
+7.8%
13.0%US$154.00US$85.00n/a26
Mar ’25US$106.98
US$116.01
+8.4%
13.0%US$154.00US$85.00n/a26
Feb ’25US$102.45
US$116.18
+13.4%
13.0%US$154.00US$85.00n/a26
Jan ’25US$112.68
US$107.69
-4.4%
18.1%US$176.00US$83.00n/a27
Dec ’24US$97.79
US$106.00
+8.4%
18.4%US$176.00US$83.00US$87.5926
Nov ’24US$86.31
US$119.84
+38.9%
16.2%US$176.00US$87.00US$89.2026
Oct ’24US$98.85
US$122.60
+24.0%
14.6%US$176.00US$100.00US$95.6425
Sep ’24US$109.73
US$123.05
+12.1%
14.4%US$176.00US$100.00US$108.6725
Aug ’24US$114.25
US$120.97
+5.9%
16.8%US$188.00US$93.00US$108.4726
Jul ’24US$111.07
US$120.41
+8.4%
17.0%US$188.00US$93.00US$104.6225
Jun ’24US$106.15
US$120.60
+13.6%
17.0%US$188.00US$93.00US$90.3625
May ’24US$105.10
US$129.20
+22.9%
14.5%US$188.00US$108.00US$91.0325
Apr ’24US$116.89
US$127.13
+8.8%
14.9%US$188.00US$99.00US$107.8426
Mar ’24US$112.05
US$126.17
+12.6%
15.2%US$188.00US$99.00US$106.9826
Feb ’24US$110.51
US$111.88
+1.2%
16.7%US$160.00US$85.00US$102.4526
Jan ’24US$90.29
US$110.70
+22.6%
16.7%US$160.00US$85.00US$112.6827
Dec ’23US$95.46
US$110.50
+15.8%
16.4%US$160.00US$85.00US$97.7928

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


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/18 10:08
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/27
Annual Earnings2024/09/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Skyworks Solutions, Inc. is covered by 60 analysts. 26 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company
Cody AcreeAscendiant Capital Markets LLC