ON Semiconductor vs Skyworks Solutions
ON and SWKS side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ON and SWKS compare
ON Semiconductor is the larger company, worth 2.1 times as much as Skyworks Solutions ($28.7B against $13.5B).
On earnings, ON Semiconductor is cheaper: it trades at 42.9× trailing earnings, against 79.0× for Skyworks Solutions.
ON Semiconductor grew revenue faster over the last twelve months (2.9% versus −3.1% for Skyworks Solutions).
ON Semiconductor keeps more of each dollar of sales as profit, with a net margin of 10.8% compared with 4.3% at Skyworks Solutions.
Skyworks Solutions pays a dividend yielding 2.4%; ON Semiconductor does not pay one.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ON | SWKS |
|---|---|---|
| Size and price | ||
| Market cap | $28.7B | $13.5B |
| Share price | $73.73 | $90.03 |
| Change, 1 year | 52.2% | 30.8% |
| Change, 5 years | 16.4% | −44.0% |
| Beta (5Y) | 1.63 | 1.32 |
| Employees | 26K | 10K |
| StockData Score | ||
| Total score | 9 | 9 |
| Valuation score | 0 | 1 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 2 (better) | 1 |
| Health score | 5 | 6 (better) |
| Dividend score | 0 | 1 (better) |
| Valuation | ||
| P/E | 42.9× (better) | 79.0× |
| P/S | 4.5× | 3.4× (better) |
| P/B | 3.8× | 2.4× (better) |
| EV/EBITDA | 18.5× (better) | 50.5× |
| P/FCF | 17.8× (better) | 59.1× |
| FCF yield | 5.6% (better) | 1.7% |
| Fair value | $54.08 | $47.30 |
| Margin of safety | −36.3% (better) | −90.4% |
| Growth | ||
| Revenue growth (TTM) | 2.9% (better) | −3.1% |
| Revenue growth, 5Y average | 2.7% (better) | −5.0% |
| Net income growth (TTM) | 116% (better) | −63.9% |
| EPS growth (TTM) | 123% (better) | −63.0% |
| EPS growth, 5Y average | −12.3% (better) | −33.8% |
| Profitability | ||
| Gross margin | 38.7% | 40.8% (better) |
| Operating margin | 12.3% (better) | 5.5% |
| Net margin | 10.8% (better) | 4.3% |
| FCF margin | 25.4% (better) | 5.8% |
| Return on equity | 8.9% (better) | 3.0% |
| Return on invested capital | 7.7% (better) | 4.4% |
| Financial health | ||
| Debt / equity | 0.59 (better) | 0.00 |
| Net debt / EBITDA | 0.06 (better) | −12.03 |
| Interest coverage | 13.6× (better) | 5.2× |
| Current ratio | 3.55 | 5.01 (better) |
| Altman Z-score | 4.72 (better) | 3.97 |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 2.4% |
| Payout ratio | – | 186% |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 0.67% |
| Buyback yield | 4.0% (better) | 0.60% |
| Shareholder yield | 4.0% (better) | 3.0% |
| Ownership | ||
| Held by institutions | 104% | 122% |
| Held by insiders | 0.52% | 0.73% |
| Insider net buying, 12 months | −$21.3M | $0 (better) |
| Short interest, % of float | 7.4% | 16.0% |
Go deeper
- ON stock overview
- ON income statement
- ON valuation and score
- SWKS stock overview
- SWKS income statement
- SWKS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.