Professional
Added to YB: 2025-04-14
Pitch date: 2025-03-31
SWKS [neutral]
Skyworks Solutions, Inc.
-5.13%
current return
Author Info
No bio for this author
Company Info
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$9.3B
Pitch Price
$62.42
Price Target
N/A
Dividend
4.57%
EV/EBITDA
8.96
P/E
23.89
EV/Sales
2.21
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Vulcan Value Partners All Cap Review Portfolio Holding: Skyworks Solutions, Inc.
SWKS (holding update): Leading RF systems maker for mobile & IoT. Mission-critical components, high barriers to entry. Recent market share loss to competitor weakened moat, but still strong position in consolidating industry. Cyclical results, but maintained long-term market share growth. Reevaluating competitive position.
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