Skyworks Solutions Valuation
Is SWKS * undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
3/6Valuation 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 * (MX$1725) is trading below our estimate of fair value (MX$1903.74)
Significantly Below Fair Value: SWKS * is trading below fair value, but not by a significant amount.
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.
| What is SWKS *'s PE Ratio? | |
|---|---|
| PE Ratio | 17.1x |
| Earnings | US$780.30m |
| Market Cap | US$13.37b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 2.9x |
| Enterprise Value/EBITDA | 11.3x |
| PEG Ratio | 5.5x |
Price to Earnings Ratio vs Peers
How does SWKS *'s PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 44.1x | ||
688008 Montage Technology | 65.7x | 38.9% | CN¥78.5b |
600584 JCET Group | 49.1x | 36.3% | CN¥77.3b |
2303 United Microelectronics | 11.1x | 8.0% | NT$563.8b |
603501 Will Semiconductor | 50.3x | 32.8% | CN¥128.9b |
SWKS * Skyworks Solutions | 17.1x | 3.1% | Mex$13.4b |
Price-To-Earnings vs Peers: SWKS * is good value based on its Price-To-Earnings Ratio (17.1x) compared to the peer average (48x).
Price to Earnings Ratio vs Industry
How does SWKS *'s PE Ratio compare vs other companies in the Global Semiconductor Industry?
| 18 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|---|---|---|
| 18 Companies | Estimated Growth | Market Cap | |
|---|---|---|---|
Price-To-Earnings vs Industry: SWKS * is good value based on its Price-To-Earnings Ratio (17.1x) compared to the Global Semiconductor industry average (31.8x).
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.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 17.1x |
| Fair PE Ratio | n/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?
| Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
|---|---|---|---|---|---|---|---|
| Current | Mex$1,725.00 | Mex$1,989.47 +15.3% | 12.7% | Mex$2,454.71 | Mex$1,472.82 | n/a | 22 |
| Nov ’25 | n/a | Mex$2,248.10 0% | 12.3% | Mex$2,796.29 | Mex$1,657.80 | n/a | 21 |
| Oct ’25 | n/a | Mex$2,312.87 0% | 11.2% | Mex$2,791.75 | Mex$1,655.11 | n/a | 21 |
| Sep ’25 | n/a | Mex$2,144.85 0% | 11.9% | Mex$2,608.21 | Mex$1,546.30 | n/a | 21 |
| Aug ’25 | n/a | Mex$2,144.85 0% | 11.9% | Mex$2,608.21 | Mex$1,546.30 | n/a | 21 |
| Jul ’25 | n/a | Mex$1,879.82 0% | 12.9% | Mex$2,388.72 | Mex$1,525.11 | n/a | 22 |
| Jun ’25 | n/a | Mex$1,696.83 0% | 12.0% | Mex$2,085.31 | Mex$1,384.65 | n/a | 22 |
| May ’25 | Mex$1,710.00 | Mex$1,783.67 +4.3% | 15.1% | Mex$2,620.74 | Mex$1,412.48 | n/a | 24 |
| Apr ’25 | n/a | Mex$1,934.05 0% | 13.0% | Mex$2,561.25 | Mex$1,413.68 | n/a | 26 |
| Mar ’25 | Mex$1,790.00 | Mex$1,989.82 +11.2% | 13.0% | Mex$2,641.45 | Mex$1,457.95 | n/a | 26 |
| Feb ’25 | n/a | Mex$1,985.14 0% | 13.0% | Mex$2,631.32 | Mex$1,452.35 | n/a | 26 |
| Jan ’25 | Mex$1,900.00 | Mex$1,848.87 -2.7% | 18.1% | Mex$3,021.55 | Mex$1,424.94 | n/a | 27 |
| Dec ’24 | n/a | Mex$1,851.12 0% | 18.4% | Mex$3,073.66 | Mex$1,449.51 | n/a | 26 |
| Nov ’24 | n/a | Mex$2,160.73 0% | 16.2% | Mex$3,173.24 | Mex$1,568.59 | n/a | 26 |
| Oct ’24 | n/a | Mex$2,167.93 0% | 14.6% | Mex$3,112.30 | Mex$1,768.35 | n/a | 25 |
| Sep ’24 | n/a | Mex$2,099.45 0% | 14.4% | Mex$3,002.82 | Mex$1,706.15 | n/a | 25 |
| Aug ’24 | n/a | Mex$2,022.42 0% | 16.8% | Mex$3,142.97 | Mex$1,554.76 | n/a | 26 |
| Jul ’24 | n/a | Mex$2,094.25 0% | 17.0% | Mex$3,269.77 | Mex$1,617.49 | n/a | 25 |
| Jun ’24 | n/a | Mex$2,117.74 0% | 17.0% | Mex$3,301.28 | Mex$1,633.08 | n/a | 25 |
| May ’24 | n/a | Mex$2,338.20 0% | 14.5% | Mex$3,402.33 | Mex$1,954.53 | Mex$1,710.00 | 25 |
| Apr ’24 | Mex$2,115.00 | Mex$2,382.22 +12.6% | 14.9% | Mex$3,522.71 | Mex$1,855.04 | n/a | 26 |
| Mar ’24 | n/a | Mex$2,322.83 0% | 15.2% | Mex$3,461.06 | Mex$1,822.58 | Mex$1,790.00 | 26 |
| Feb ’24 | Mex$2,077.70 | Mex$2,106.16 +1.4% | 16.7% | Mex$3,011.90 | Mex$1,600.07 | n/a | 26 |
| Jan ’24 | Mex$1,770.00 | Mex$2,187.54 +23.6% | 16.7% | Mex$3,161.65 | Mex$1,679.63 | Mex$1,900.00 | 27 |
| Dec ’23 | n/a | Mex$2,142.41 0% | 16.4% | Mex$3,102.13 | Mex$1,648.01 | n/a | 28 |
| Nov ’23 | Mex$1,653.10 | Mex$2,535.48 +53.4% | 19.1% | Mex$3,764.74 | Mex$1,882.37 | n/a | 26 |
Analyst Forecast: Target price is less than 20% higher than the current share price.
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