AXTI vs SWKS vs QRVO vs AVGO vs QCOM

For growth investors, Broadcom Inc.

(AVGO) is the stronger pick with 23. 9% revenue growth year-over-year, versus -11. 1% for AXT, Inc. (AXTI). 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 AXT, Inc. (AXTI) a "Buy" — based on 11 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 Broadcom Inc. at 86. 5x. On forward P/E, Qorvo, Inc. is actually cheaper at 13. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Broadcom Inc. wins at 0. 73x versus QUALCOMM Incorporated's 9. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, AXT, Inc.

(AXTI) delivered a total return of +1022%, compared to -55. 5% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: AXTI returned +36. 2% versus SWKS's +33. 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. 26β versus AXT, Inc. 's 4. 06β — meaning AXTI is approximately 223% more volatile than QRVO relative to the S&P 500. On balance sheet safety, AXT, Inc. (AXTI) carries a lower debt/equity ratio of 20% versus 80% for Broadcom Inc. — giving it more financial flexibility in a downturn.

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

(AVGO) is pulling ahead at 23. 9% versus -11. 1% for AXT, Inc. (AXTI). On earnings-per-share growth, the picture is similar: Qorvo, Inc. grew EPS 524. 1% year-over-year, compared to -81. 5% for AXT, Inc.. Over a 3-year CAGR, AVGO leads at 24. 4% 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.

Broadcom Inc.

(AVGO) is the more profitable company, earning 36. 2% net margin versus -24. 1% for AXT, 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 -24. 9% for AXTI. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Broadcom Inc. (AVGO) is the more undervalued stock at a PEG of 0. 73x versus QUALCOMM Incorporated's 9. 06x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Qorvo, Inc. (QRVO) trades at 13. 7x forward P/E versus 3831. 1x for AXT, Inc. — 3817. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AVGO: 7. 6% to $443. 72.

In this comparison, SWKS (4.

3% yield), QCOM (1. 7% yield), AVGO (0. 6% yield) pay a dividend. AXTI, QRVO do 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). AXT, Inc. (AXTI) carries a higher beta of 4. 06 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SWKS: +33. 9%, AXTI: +36. 2%), 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: AXTI is a small-cap quality compounder stock; SWKS is a small-cap income-oriented stock; QRVO is a small-cap quality compounder stock; AVGO is a mega-cap high-growth stock; QCOM is a large-cap quality compounder stock. SWKS, AVGO, QCOM pay a dividend while AXTI, QRVO do 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.