Skyworks Solutions Inc

MANAGEMENT EXECUTION

ANALYSIS

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/swks

Skyworks Solutions Inc., incorporated on June 10, 2002, designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company’s analog semiconductors connect people, places, and things, spanning various unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. The Company’s geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. The Company operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe and North America. The Company is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners. The Company’s plants are located in Mexico, Singapore, the United States, Japan, and Rest of world. The Company offers its technology from the smartphones to the factory floor to hospitals and medical providers to the automated home, connected car, and wearables. Skyworks is enabling opportunities with solutions supporting a set of wireless protocols, including cellular long-term evolution (LTE), wireless fidelity (Wi-Fi), Bluetooth, Zigbee and emerging fifth generation (5G) standards.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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: $75.55
• Growth: 0.13
• Current EPS (TTM): $5.98
• P/E: 13
• Future EPS Calc: $11.01
• Future Stock Price Calc: $143.23
• Target stock price: $88.93

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I hope that this makes you a Confident Investor.

MANAGEMENT EXECUTION

ANALYSIS

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/swks

Skyworks Solutions Inc., incorporated on June 10, 2002, designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company’s analog semiconductors connect people, places, and things, spanning various unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. The Company’s geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. The Company operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe, and North America. The Company is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners. The Company’s plants are located in Mexico, Singapore, the United States, Japan, and Rest of world. The Company offers its technology from the smartphones to the factory floor to hospitals and medical providers to the automated home, connected car, and wearables. Skyworks is enabling opportunities with solutions supporting a set of wireless protocols, including cellular long-term evolution (LTE), wireless fidelity (Wi-Fi), Bluetooth, Zigbee and emerging fifth generation (5G) standards.

The Company’s product portfolio consists of various solutions, including amplifiers, attenuators, circulators/isolators, direct current (DC/DC) converters, demodulators, detectors, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrid, light emitting diode (LED) drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, technical ceramics, voltage regulators and voltage controlled oscillators/synthesizers. Its Attenuators portfolio includes circuits that allow a known source of power to be reduced by a predetermined factor (usually expressed as decibels). Its Circulators/Isolators portfolio includes ferrite-based components found on the output of high-power amplifiers used to protect receivers in wireless transmission systems. Its DC/DC Converters portfolio includes an electronic circuit, which converts a source of direct current from one voltage level to another.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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: $97.06
• Growth: 0.15
• Current EPS (TTM): $6.11
• P/E: 16
• Future EPS Calc: $12.28
• Future Stock Price Calc: $196.63
• Target stock price: $122.09

[/s2If]
I hope that this makes you a Confident Investor.

MANAGEMENT EXECUTION

ANALYSIS

The following company description is from Google Finance: https://finance.google.com/finance?q=swks

Skyworks Solutions Inc. designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company’s analog semiconductors are connecting people, places, and things, spanning a number of new and unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. Its geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. It operates throughout the world with engineering, manufacturing, sales and service facilities throughout Asia, Europe and North America. It is engaged with key original equipment manufacturers (OEM), smartphone providers and baseband reference design partners. Its product portfolio consists of various solutions, including amplifiers, attenuators, detectors, diodes, filters, front-end modules, hybrid, mixers, switches, and modulators.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

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.
[s2If current_user_can(access_s2member_level1)]

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: $94.95
• Growth: 0.13
• Current EPS (TTM): $5.41
• P/E: 18
• Future EPS Calc: $9.96
• Future Stock Price Calc: $179.41
• Target stock price: $111.4

[/s2If]
I hope that this makes you a Confident Investor.

MANAGEMENT EXECUTION

ANALYSIS

The following company description is from Google Finance: http://www.google.com/finance?q=swks

Skyworks Solutions Inc. is engaged in the production of analog semiconductors. The Company supports automotive, broadband, wireless infrastructure, energy management, Global Positioning System (GPS), industrial, medical, military, wireless networking, smartphone and tablet applications. The Company’s portfolio includes amplifiers, attenuators, circulators, demodulators, detectors, diodes, directional couplers, front-end modules, hybrids, infrastructure radio frequency (RF) subsystems, isolators, lighting and display solutions, mixers, modulators, optocouplers, optoisolators, phase shifters, phase locked loops (PLLs), synthesizers, voltage controlled oscillator power dividers (VCOs), power dividers/combiners, power management devices, receivers, switches, and technical ceramics. The Company’s products include Front-end Modules and Amplifiers, Wireless Infrastructure, Power Management, Precision Analog Components, WiFi Connectivity, and Smart Energy.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Skyworks Solutions Inc.

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.
[s2If current_user_can(access_s2member_level1)]

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: $76.07
• Growth: 0.2
• Current EPS (TTM): $5.04
• P/E: 15
• Future EPS Calc: $12.54
• Future Stock Price Calc: $188.11
• Target stock price: $116.8

[/s2If]
I hope that this makes you a Confident Investor.