I think Skyworks Solutions Inc ($SWKS) is a Cautious Buy/Hold. It currently should be $135. Confident Investor Rating: Fair
| Company name | Skyworks Solutions Inc |
| Stock ticker | SWKS |
| Live stock price | [stckqut]SWKS[/stckqut] |
| P/E compared to competitors | Good |
MANAGEMENT EXECUTION
| Employee productivity | Good |
| Sales growth | Poor |
| EPS growth | Good |
| P/E growth | Good |
| EBITDA growth | Poor |
| Price growth | Fair |
| R&D growth | Fair |
| Income growth | Good |
| Assets growth | Good |
| Return on Assets growth | Good |
| Income / Rev growth | Poor |
| TWCA Plus | Good |
| Standard TWCA | Good |
| Weighted ann. stock price increase | Good |
ANALYSIS
| Confident Investor Rating | Fair |
| Target stock price (TWCA growth scenario) | $195.3 |
| Target stock price (averages with growth) | $163.25 |
| Target stock price (averages with no growth) | $124.94 |
| Target stock price (manual assumptions) | $135.51 |
The following company description is from Reuters: https://finance.yahoo.com/quote/swks/profile?p=swks
Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property worldwide. Its product portfolio includes amplifiers, antenna tuners, attenuators, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, LED drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators, as well as wireless radio integrated circuits. The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. The company was founded in 1962 and is headquartered in Irvine, California.
Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Skyworks Solutions Inc as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of Skyworks Solutions Inc calculated?
For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
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In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:
- Stock price at the time of the calculation: $126.41
- Growth: 0.145
- Current EPS (TTM): $5.065929
- P/E: 21.8908716449913
- Future EPS Calc: $9.96
- Future Stock Price Calc: $218.24
- Target stock price: $135.51
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I hope that this makes you a Confident Investor.