SWKS vs QRVO Stock Comparison: AI Score, Valuation, Performance and Upside
Skyworks Solutions and Qorvo both design radio frequency semiconductor solutions for mobile devices, but Skyworks has focused more heavily on mobile and broad markets diversification, while Qorvo has built out a more meaningful infrastructure and defense-related RF business alongside its mobile segment.
SWKS offers exposure to RF technology with growing broad markets diversification, while QRVO offers exposure to RF technology plus a more established infrastructure and defense business. The decision depends on whether you value broad markets diversification or defense-related revenue stability.
QRVO holds the edge across 5 of 5 key metrics in this comparison. QRVO leads on both 1-year return (+36.32%) and forward P/E quality (11.98x vs 14.88x for SWKS), a relatively favorable combination of momentum and valuation. On fundamentals, SWKS is growing revenue faster (-3.10%), while QRVO maintains the higher operating margin (15.78%) — a classic growth-versus-profitability split. Analyst consensus implies similar upside for both: -7.66% for SWKS and -4.82% for QRVO.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to radio frequency technology used in flagship smartphones
- Believe diversification into automotive and industrial broad markets will reduce smartphone cycle reliance
- Value long-standing relationships with major smartphone manufacturers
- Are comfortable with customer concentration risk tied to a small number of large customers
- Want exposure to radio frequency technology across both mobile and infrastructure and defense markets
- Value the more stable, long-cycle demand characteristics of defense and aerospace RF business
- Believe diversification beyond mobile provides a partial hedge against smartphone cycle volatility
- Are comfortable with continued customer concentration risk in the mobile RF segment
| Metric | SWKS | QRVO |
|---|---|---|
| AI scorei | 34.6 | 35.4 |
| AI ranki | #1811 | #1689 |
| Latest closei | $91.32 | $119.51 |
| 1M returni | +35.43% | +24.88% |
| 6M returni | +68.74% | +53.73% |
| 1Y returni | +22.59% | +36.32% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SWKS | QRVO |
|---|---|---|
| 1Y ago | $11.86K (+18.6%) started 2025-09-18 | $13.27K (+32.7%) started 2025-09-18 |
| 5Y ago | $6.43K (-35.7%) started 2021-09-20 | $7.03K (-29.7%) started 2021-09-20 |
| 10Y ago | $16.92K (+69.2%) started 2016-09-19 | $21.22K (+112.2%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | SWKS | QRVO |
|---|---|---|
| Market capi | $11.14B | $8.36B |
| Trailing P/Ei | 38.35 | 22.34 |
| Forward P/Ei | 14.88 | 11.98 |
| Price/Salesi | 2.72 | 1.97 |
| EV/Revenuei | 2.75 | 2.35 |
| Analyst targeti | $68.35 | $90.17 |
| Target upsidei | -7.66% | -4.82% |
| Metric | SWKS | QRVO |
|---|---|---|
| Revenue growthi | -3.10% | -4.20% |
| Earnings growthi | -68.60% | 255.60% |
| EPS growthi | -68.60% | +255.60% |
| FCF margini | +11.18% | +13.06% |
| Operating margini | 8.82% | 15.78% |
| Profit margini | 7.23% | 10.95% |
| ROIC proxyi | 5.09% | 11.56% |
| Return on equityi | 5.09% | 11.56% |
| Dividend yieldi | 4.13% | N/A |
| Payout ratioi | 147.15% | 0.00% |
| Dividend growth streaki | No increase yet | N/A |
| Betai | 1.52 | 1.45 |
| Debt/equityi | 11.87 | 44.62 |
| Current ratioi | 3.10 | 3.54 |
| Quick ratioi | 1.31 | 2.51 |
Over the past year, SWKS and QRVO have moved strongly in the same direction (correlation of 0.98), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SWKS | QRVO |
|---|---|---|---|
| 1Y | Growthi | +18.55% | +32.74% |
| CAGRi | +18.57% | +32.77% | |
| Volatilityi | 51.35% | 39.57% | |
| Sharpe ratioi | 0.50 | 0.80 | |
| Sortino ratioi | 0.75 | 1.18 | |
| Max drawdowni | 36.72% | 23.76% | |
| Current drawdowni | 0.00% | 0.00% | |
| Avg drawdowni | 20.13% | 11.72% | |
| Ulcer Indexi | 22.26% | 13.19% | |
| Max daily dropi | 10.46% | 7.69% | |
| Max wkly dropi | 13.73% | 10.95% | |
| 5Y | Growthi | -41.39% | -29.73% |
| CAGRi | -10.15% | -6.82% | |
| Volatilityi | 42.74% | 43.06% | |
| Sharpe ratioi | -0.14 | -0.05 | |
| Sortino ratioi | -0.20 | -0.07 | |
| Max drawdowni | 68.98% | 71.47% | |
| Current drawdowni | 42.43% | 32.90% | |
| Avg drawdowni | 42.08% | 43.79% | |
| Ulcer Indexi | 44.47% | 45.52% | |
| Max daily dropi | 24.67% | 27.31% | |
| Max wkly dropi | 26.62% | 29.66% | |
| 10Y | Growthi | +41.55% | +112.16% |
| CAGRi | +3.54% | +7.82% | |
| Volatilityi | 40.81% | 42.08% | |
| Sharpe ratioi | 0.18 | 0.28 | |
| Sortino ratioi | 0.26 | 0.41 | |
| Max drawdowni | 72.88% | 74.54% | |
| Current drawdowni | 49.66% | 40.11% | |
| Avg drawdowni | 31.37% | 29.91% | |
| Ulcer Indexi | 38.12% | 37.25% | |
| Max daily dropi | 24.67% | 27.31% | |
| Max wkly dropi | 26.62% | 29.66% |
| Category | SWKS | QRVO |
|---|---|---|
| Company | Skyworks Solutions, Inc. | Qorvo, Inc. |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
| Core business | A semiconductor company that designs and manufactures radio frequency front-end chips and modules used for wireless connectivity in smartphones, alongside a growing portfolio of chips for broad markets including automotive and industrial applications. | A semiconductor company that designs and manufactures radio frequency solutions for mobile devices, alongside infrastructure and defense-related RF products serving telecommunications, aerospace, and defense customers. |
| Investor focus | Smartphone RF content trends and revenue concentration with its largest customer, diversification progress into broad markets beyond mobile handsets, and gross margin trends amid smartphone unit demand cycles. | Smartphone RF content trends and customer diversification, infrastructure and defense segment growth as a diversification avenue, and gross margin trends amid smartphone unit demand cycles. |
- Established position in radio frequency front-end technology provides deep technical expertise in a critical wireless connectivity component category
- Ongoing diversification efforts into broad markets including automotive and industrial applications aim to reduce reliance on smartphone cycles
- Long-standing relationships with major smartphone manufacturers support continued design wins in flagship mobile devices
- Diversification into infrastructure and defense-related RF products provides revenue streams somewhat less tied to consumer smartphone cycles
- Established position in radio frequency technology provides deep technical expertise applicable across mobile, infrastructure, and defense markets
- Defense and aerospace RF business benefits from generally more stable, long-cycle government and institutional demand
- Significant revenue concentration with its largest smartphone customer creates dependency risk if that relationship or product cycle weakens
- Smartphone unit demand cycles directly affect RF chip volume, creating cyclicality tied to global handset market trends
- Diversification into broad markets remains an ongoing effort that has not yet fully offset the company's smartphone revenue concentration
- Mobile RF segment still carries meaningful revenue concentration risk tied to a small number of large smartphone customers
- Smartphone unit demand cycles directly affect RF chip volume, creating cyclicality tied to global handset market trends
- Infrastructure and defense segment growth, while a diversification benefit, represents a smaller portion of overall revenue relative to mobile RF
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