Comprehensive Stock Comparison
Compare SkyWater Technology, Inc. (SKYT) vs Broadcom Inc. (AVGO) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | SKYT | 29.2% revenue growth vs AVGO's 23.9% |
| Value | SKYT | Lower P/E (12.1x vs 31.1x) |
| Quality / Margins | AVGO | 36.2% net margin vs SKYT's 26.9% |
| Stability / Safety | AVGO | Beta 1.75 vs SKYT's 2.28 |
| Dividends | AVGO | 0.7% yield; 15-year raise streak; SKYT pays no meaningful dividend |
| Momentum (1Y) | SKYT | +215.8% vs AVGO's +61.4% |
| Efficiency (ROA) | SKYT | 16.2% ROA vs AVGO's 13.5%, ROIC -1.3% vs 14.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
SkyWater Technology is a specialized semiconductor foundry that provides custom development and manufacturing services for analog, mixed-signal, and specialty chips. It generates revenue primarily from engineering services and wafer manufacturing—roughly 60% from manufacturing and 40% from development services—serving aerospace, defense, automotive, and IoT markets. Its key advantage is being the only U.S.-owned and Department of Defense-accredited pure-play semiconductor foundry, offering trusted domestic manufacturing for sensitive applications.
Broadcom is a semiconductor and infrastructure software company that designs and supplies critical components for data centers, networking, and connectivity. It generates revenue primarily from semiconductor sales (~70%) and infrastructure software licensing (~30%), with key segments including wired infrastructure, wireless communications, and enterprise storage. The company's moat lies in its deep engineering expertise, extensive patent portfolio, and entrenched positions in mission-critical infrastructure where customers face high switching costs.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
AVGO leads in 3 of 6 categories (Financial Metrics, Total Returns). SKYT leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Financial Metrics (TTM)
AVGO is the larger business by revenue, generating $63.9B annually — 144.5x SKYT's $442M. AVGO is the more profitable business, keeping 36.2% of every revenue dollar as net income compared to SKYT's 26.9%. On growth, SKYT holds the edge at +126.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| RevenueTrailing 12 months | $442M | $63.9B |
| EBITDAEarnings before interest/tax | $21M | $34.2B |
| Net IncomeAfter-tax profit | $119M | $23.1B |
| Free Cash FlowCash after capex | -$53M | $26.9B |
| Gross MarginGross profit ÷ Revenue | +19.7% | +67.8% |
| Operating MarginEBIT ÷ Revenue | -0.6% | +39.9% |
| Net MarginNet income ÷ Revenue | +26.9% | +36.2% |
| FCF MarginFCF ÷ Revenue | -12.0% | +42.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +126.6% | +22.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.3% | +3.1% |
Valuation Metrics
At 12.1x trailing earnings, SKYT trades at a 82% valuation discount to AVGO's 67.0x P/E.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| Market CapShares × price | $1.4B | $1.52T |
| Enterprise ValueMkt cap + debt − cash | $1.4B | $1.56T |
| Trailing P/EPrice ÷ TTM EPS | 12.07x | 66.99x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 31.10x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.80x |
| EV / EBITDAEnterprise value multiple | — | 44.06x |
| Price / SalesMarket cap ÷ Revenue | 3.23x | 23.71x |
| Price / BookPrice ÷ Book value/share | 7.33x | 19.08x |
| Price / FCFMarket cap ÷ FCF | — | 56.29x |
Profitability & Efficiency
SKYT delivers a 60.7% return on equity — every $100 of shareholder capital generates $61 in annual profit, vs $28 for AVGO. SKYT carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to AVGO's 0.80x. On the Piotroski fundamental quality scale (0–9), AVGO scores 4/9 vs SKYT's 3/9, reflecting mixed financial health.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +60.7% | +28.4% |
| ROA (TTM)Return on assets | +16.2% | +13.5% |
| ROICReturn on invested capital | -1.3% | +14.9% |
| ROCEReturn on capital employed | -0.9% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 |
| Debt / EquityFinancial leverage | 0.03x | 0.80x |
| Net DebtTotal debt minus cash | -$17M | $49.0B |
| Cash & Equiv.Liquid assets | $23M | $16.2B |
| Total DebtShort + long-term debt | $6M | $65.1B |
| Interest CoverageEBIT ÷ Interest expense | 28.24x | 8.09x |
Total Returns (with DRIP)
A $10,000 investment in AVGO five years ago would be worth $67,244 today (with dividends reinvested), compared to $16,607 for SKYT. Over the past 12 months, SKYT leads with a +215.8% total return vs AVGO's +61.4%. The 3-year compound annual growth rate (CAGR) favors AVGO at 76.4% vs SKYT's 30.9% — a key indicator of consistent wealth creation.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +31.3% | -8.1% |
| 1-Year ReturnPast 12 months | +215.8% | +61.4% |
| 3-Year ReturnCumulative with dividends | +124.4% | +448.6% |
| 5-Year ReturnCumulative with dividends | +66.1% | +572.4% |
| 10-Year ReturnCumulative with dividends | +66.1% | +2389.2% |
| CAGR (3Y)Annualised 3-year return | +30.9% | +76.4% |
Risk & Volatility
AVGO is the less volatile stock with a 1.75 beta — it tends to amplify market swings less than SKYT's 2.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SKYT currently trades 81.2% from its 52-week high vs AVGO's 77.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.28x | 1.75x |
| 52-Week HighHighest price in past year | $36.27 | $414.61 |
| 52-Week LowLowest price in past year | $5.67 | $138.10 |
| % of 52W HighCurrent price vs 52-week peak | +81.2% | +77.1% |
| RSI (14)Momentum oscillator 0–100 | 58.3 | 44.2 |
| Avg Volume (50D)Average daily shares traded | 2.3M | 21.0M |
Analyst Outlook
Wall Street rates SKYT as "Hold" and AVGO as "Buy". Consensus price targets imply 38.9% upside for AVGO (target: $444) vs 18.8% for SKYT (target: $35). AVGO is the only dividend payer here at 0.72% yield — a key consideration for income-focused portfolios.
| Metric | SKYTSkyWater Technolo… | AVGOBroadcom Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $35.00 | $443.72 |
| # AnalystsCovering analysts | 6 | 57 |
| Dividend YieldAnnual dividend ÷ price | — | +0.7% |
| Dividend StreakConsecutive years of raises | 2 | 15 |
| Dividend / ShareAnnual DPS | — | $2.30 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Apr 21 | Feb 26 | Change |
|---|---|---|---|
| SkyWater Technology… (SKYT) | 100 | 176.55 | +76.6% |
| Broadcom Inc. (AVGO) | 100 | 735.64 | +635.6% |
Broadcom Inc. (AVGO) returned +572% over 5 years vs SkyWater Technology… (SKYT)'s +66%. A $10,000 investment in AVGO 5 years ago would be worth $67,244 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SkyWater Technology… (SKYT) | $132M | $442M | +234.5% |
| Broadcom Inc. (AVGO) | $13.2B | $63.9B | +382.5% |
Broadcom Inc.'s revenue grew from $13.2B (2016) to $63.9B (2025) — a 19.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SkyWater Technology… (SKYT) | -0.0% | 26.9% | +54765.4% |
| Broadcom Inc. (AVGO) | -13.1% | 36.2% | +375.6% |
Broadcom Inc.'s net margin went from -13% (2016) to 36% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Broadcom Inc. (AVGO) | 61.2 | 72.6 | +18.6% |
Broadcom Inc. has traded in a 9x–189x P/E range over 9 years; current trailing P/E is ~67x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| SkyWater Technology… (SKYT) | -0 | 2.44 | +143629.4% |
| Broadcom Inc. (AVGO) | -0.44 | 4.77 | +1184.1% |
Broadcom Inc.'s EPS grew from $-0.44 (2016) to $4.77 (2025).
Chart 6Free Cash Flow — 5 Years
SkyWater Technology, Inc. generated $-53M FCF in 2025 (+39% vs 2021). Broadcom Inc. generated $27B FCF in 2025 (+102% vs 2021).
SKYT vs AVGO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SKYT or AVGO a better buy right now?
SkyWater Technology, Inc. (SKYT) offers the better valuation at 12.1x trailing P/E, making it the more compelling value choice. Analysts rate Broadcom Inc. (AVGO) a "Buy" — based on 57 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.
02Which has the better valuation — SKYT or AVGO?
On trailing P/E, SkyWater Technology, Inc. (SKYT) is the cheapest at 12.1x versus Broadcom Inc. at 67.0x.
03Which is the better long-term investment — SKYT or AVGO?
Over the past 5 years, Broadcom Inc. (AVGO) delivered a total return of +572.4%, compared to +66.1% for SkyWater Technology, Inc. (SKYT). A $10,000 investment in AVGO five years ago would be worth approximately $67K today (assuming dividends reinvested). Over 10 years, the gap is even starker: AVGO returned +23.9% versus SKYT's +66.1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SKYT or AVGO?
By beta (market sensitivity over 5 years), Broadcom Inc. (AVGO) is the lower-risk stock at 1.75β versus SkyWater Technology, Inc.'s 2.28β — meaning SKYT is approximately 30% more volatile than AVGO relative to the S&P 500. On balance sheet safety, SkyWater Technology, Inc. (SKYT) carries a lower debt/equity ratio of 3% versus 80% for Broadcom Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — SKYT or AVGO?
Broadcom Inc. (AVGO) is the more profitable company, earning 36.2% net margin versus 26.9% for SkyWater Technology, Inc. — meaning it keeps 36.2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVGO leads at 39.9% versus -0.6% for SKYT. At the gross margin level — before operating expenses — AVGO leads at 67.8%, 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.
06Is SKYT or AVGO more undervalued right now?
Analyst consensus price targets imply the most upside for AVGO: 38.9% to $443.72.
07Which pays a better dividend — SKYT or AVGO?
In this comparison, AVGO (0.7% yield) pays a dividend. SKYT does not pay a meaningful dividend and should not be held primarily for income.
08Is SKYT or AVGO better for a retirement portfolio?
For long-horizon retirement investors, Broadcom Inc. (AVGO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0.7% yield). SkyWater Technology, Inc. (SKYT) carries a higher beta of 2.28 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AVGO: +23.9%, SKYT: +66.1%), 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.
09What are the main differences between SKYT and AVGO?
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: SKYT is a small-cap deep-value stock; AVGO is a mega-cap quality compounder stock. AVGO pays a dividend while SKYT 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.
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