--- title: Skyworks Solutions (SWKS) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/swks ticker: SWKS as_of: 2026-10-17 sector: Technology industry: Semiconductors --- # Skyworks Solutions (SWKS) Skyworks Solutions (SWKS) closed at $79.70 on Oct 16, 2026, undervalued by 9% vs its model value of $87.28 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $79.70 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $87.28 | | Price vs model | undervalued by 9% vs model | | Range of that model | $65.68 – $136.71 | | Market value | $12.0B | | P/E (fiscal 2025) | 25.9 | | Net margin (fiscal 2025) | 11.7% | | Free cash flow (fiscal 2025) | $1.1B | | Dividend yield (trailing twelve months) | 3.56% | | Beta | 1.48 | | Cost of capital (WACC) | 10.10% | | Business classification | Cyclical (Revenue declining (~-7% recent), Moderate margins (12% net margin), Strong dividend yield, Highly cyclical earnings, Strong FCF yield (9.2%)) | ## On the stock lists | List | Place | Figure | Page | | --- | ---: | ---: | --- | | Highest free cash flow yield | #40 | 9.2% | https://sweetvaluelab.com/lists/highest-free-cash-flow-yield | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 3.56% | | Dividends per share, last 12 months | $2.13 | | Dividends / free cash flow (fiscal 2025) | 39.1% | | Raised | 11+ years in a row | | Growth over 5 years | 7.3% a year | | Latest payment | $0.71, ex-date May 26, 2026, paid Jun 16, 2026 | | Year of payments | Dividends per share | | --- | ---: | | To May 17, 2021 | $2.00 | | To May 23, 2022 | $2.24 | | To May 26, 2023 | $2.48 | | To May 20, 2024 | $2.72 | | To May 27, 2025 | $2.80 | | Trailing twelve months (to May 26, 2026) | $2.84 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $87.28 | $65.68 | $136.71 | | DCF · Perpetuity growth · 10y | cross check | $92.98 | $71.22 | $141.76 | | DCF · EBITDA exit · 5y | cross check | $377.26 | $322.28 | $440.54 | | DCF · EBITDA exit · 10y | cross check | $312.70 | $248.97 | $393.84 | | P/E · peers | cross check | $233.83 | $210.68 | $256.98 | | P/E · own history | cross check | $69.92 | $57.73 | $81.04 | | PEG | sanity check | $126.01 | $126.01 | $126.01 | | EV/EBITDA · peers | cross check | $276.23 | $218.47 | $360.65 | | EV/Revenue · peers | cross check | $277.34 | $127.30 | $419.01 | | Earnings power value | cross check | $61.29 | $53.51 | $71.80 | | Dividend discount | cross check | $38.34 | $28.25 | $55.70 | ## Insider activity (SEC Form 4) No open-market insider buys or sales filed in the past 90 days. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Oct 12, 2026 | Koopmans Chris | Director | Grant / award | 1,722 | $0 | | Oct 12, 2026 | CLEMMER RICHARD L | Director | Grant / award | 1,722 | $0 | | Oct 12, 2026 | BRUGGEWORTH ROBERT A | Director | Grant / award | 1,722 | $0 | | Oct 5, 2026 | CLEMMER RICHARD L | Director | Grant / award | 6,153 | $0 | | Oct 5, 2026 | BRUGGEWORTH ROBERT A | Director | Tax withholding | 149,555 | $12.5M | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Oct 7, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/4127/000110465926114359/tm2626934d2_8k.htm | | Oct 5, 2026 | 8-K | 2.01 Completion of Acquisition/Disposition; 5.02 Departure/Election of Directors or Officers; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/4127/000110465926113538/tm2626934d1_8k.htm | | Sep 30, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/4127/000110465926112129/tm2626657d1_8k.htm | | Sep 2, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/4127/000110465926104395/tm2624606d1_8k.htm | | Aug 10, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/4127/000110465926093355/tm2622643d1_8k.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Richard Pzena | 2026-06-30 | 15,973,040 | $1.1B | 1 tracked managers in all. ## About 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. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled o… --- Source: https://sweetvaluelab.com/stocks/swks (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.