Semtech (SMTC) vs Skyworks Solutions (SWKS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Semtech (SMTC) has outperformed Skyworks Solutions (SWKS) over the past year, gaining 167.4% versus a gain of 3.7%. Over five years, SMTC leads with a +143.3% price change compared with -52.4% for SWKS. Skyworks Solutions is the larger company by market cap ($17.95 billion vs $17.48 billion), about 1.0 times the size, while Semtech is growing revenue faster (+15.5% vs -2.2%).
On valuation, Skyworks Solutions trades at a lower forward P/E (13.4x vs 32.0x for Semtech). Skyworks Solutions pays a dividend yielding 3.72%, while Semtech does not currently pay one. Skyworks Solutions converts more of its revenue into profit, with a net margin of 11.7% versus -3.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | SMTC | SWKS |
|---|---|---|
| Share price | $187.30 | $76.35 |
| Market cap | $17.48B | $17.95B |
| 1-day change | -0.10% | -5.45% |
| YTD return | +154.17% | +20.41% |
| 1-year return | +167.42% | +3.68% |
| 5-year return | +143.30% | -52.44% |
| P/E ratio (TTM) | 124.04 | 39.56 |
| Forward P/E | 31.98 | 13.40 |
| EPS (TTM) | $1.51 | $1.93 |
| Dividend yield | 0.00% | 3.72% |
| Annual dividend | $0.00 | $2.84 |
| Revenue (latest FY) | $1.05B | $4.09B |
| Revenue growth (YoY) | +15.47% | -2.18% |
| Net income (latest FY) | $-40.38M | $477.10M |
| Gross margin | 51.63% | 41.16% |
| Operating margin | 3.10% | 12.23% |
| Net margin | -3.85% | 11.67% |
| 52-week high | $201.99 | $92.80 |
| 52-week low | $60.28 | $51.93 |
| Distance from 52-week high | -7.27% | -17.73% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +13.44% | -1.61% |
| Average volume | 2.94M | 6.78M |
| Shares outstanding | 93.33M | 235.17M |
| Employees | 1,920 | 10,000 |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- SMTC has outperformed SWKS by 163.7 percentage points over the past year.
- Semtech trades at a higher earnings multiple (124.0x vs 39.6x trailing P/E).
- Skyworks Solutions offers a meaningfully higher dividend yield (3.72% vs 0.00%).
- Skyworks Solutions is more profitable, keeping 11.7 cents of every revenue dollar as net income versus -3.8 cents for Semtech.
- Semtech grew revenue faster in its latest fiscal year (+15.47% vs -2.18%).
About Semtech
SMTC stock →Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.
Technology · Semiconductors · 1,920 employees
About Skyworks Solutions
SWKS stock →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.
Technology · Semiconductors · 10,000 employees
SMTC vs SWKS FAQ
Which is bigger, Semtech or Skyworks Solutions?
Skyworks Solutions (SWKS) is larger, with a market capitalization of $17.95B compared with $17.48B for Semtech (SMTC).
Which stock has performed better over the past year, SMTC or SWKS?
SMTC returned +167.42% over the past 12 months, compared with +3.68% for SWKS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SMTC or SWKS?
SWKS has the lower trailing P/E at 39.6, versus 124.0 for SMTC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Semtech or Skyworks Solutions?
Skyworks Solutions pays a dividend yielding 3.72%, while Semtech does not currently pay a regular dividend.
Are Semtech and Skyworks Solutions in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.