QRVO vs SWKS

For growth investors, Qorvo, Inc.

(QRVO) is the stronger pick with -1. 1% revenue growth year-over-year, versus -2. 2% for Skyworks Solutions, Inc. (SWKS). Skyworks Solutions, Inc. (SWKS) offers the better valuation at 21. 1x trailing P/E (13. 8x forward), making it the more compelling value choice. Analysts rate Skyworks Solutions, Inc. (SWKS) a "Buy" — based on 59 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Skyworks Solutions, Inc.

(SWKS) is the cheapest at 21. 1x versus Qorvo, Inc. at 24. 6x. On forward P/E, Qorvo, Inc. is actually cheaper at 13. 7x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Qorvo, Inc.

(QRVO) delivered a total return of -51. 8%, compared to -55. 8% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: QRVO returned +92. 9% versus SWKS's +31. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Qorvo, Inc.

(QRVO) is the lower-risk stock at 1. 31β versus Skyworks Solutions, Inc. 's 1. 36β — meaning SWKS is approximately 4% more volatile than QRVO relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 46% for Qorvo, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Qorvo, Inc.

(QRVO) is pulling ahead at -1. 1% versus -2. 2% for Skyworks Solutions, Inc. (SWKS). On earnings-per-share growth, the picture is similar: Qorvo, Inc. grew EPS 524. 1% year-over-year, compared to -16. 5% for Skyworks Solutions, Inc.. Over a 3-year CAGR, QRVO leads at 1. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Skyworks Solutions, Inc.

(SWKS) is the more profitable company, earning 11. 7% net margin versus 9. 2% for Qorvo, Inc. — meaning it keeps 11. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SWKS leads at 12. 2% versus 11. 2% for QRVO. At the gross margin level — before operating expenses — QRVO leads at 45. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Qorvo, Inc.

(QRVO) trades at 13. 7x forward P/E versus 13. 8x for Skyworks Solutions, Inc. — 0. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SWKS: -3. 4% to $62. 75.

In this comparison, SWKS (4.

3% yield) pays a dividend. QRVO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Skyworks Solutions, Inc.

(SWKS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (4. 3% yield). Both have compounded well over 10 years (SWKS: +31. 9%, QRVO: +92. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: QRVO is a small-cap quality compounder stock; SWKS is a small-cap income-oriented stock. SWKS pays a dividend while QRVO does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.