QRVO vs ADI vs TXN vs SWKS

For growth investors, Analog Devices, Inc.

(ADI) is the stronger pick with 16. 9% 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 Analog Devices, Inc. (ADI) a "Buy" — based on 54 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 Analog Devices, Inc. at 89. 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, Analog Devices, Inc.

(ADI) delivered a total return of +170. 8%, compared to -55. 5% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: ADI returned +689. 6% versus SWKS's +31. 2%. 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), Texas Instruments Incorporated (TXN) is the lower-risk stock at 1.

11β versus Analog Devices, Inc. 's 1. 44β — meaning ADI is approximately 30% more volatile than TXN relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 95% for Texas Instruments Incorporated — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Analog Devices, Inc.

(ADI) is pulling ahead at 16. 9% 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.

Texas Instruments Incorporated (TXN) is the more profitable company, earning 28.

3% net margin versus 9. 2% for Qorvo, Inc. — meaning it keeps 28. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TXN leads at 34. 1% versus 11. 2% for QRVO. At the gross margin level — before operating expenses — ADI leads at 61. 5%, 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 37. 8x for Texas Instruments Incorporated — 24. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SWKS: -3. 5% to $62. 75.

In this comparison, SWKS (4.

3% yield), TXN (1. 9% yield), ADI (0. 9% yield) pay a dividend. QRVO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Texas Instruments Incorporated (TXN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

11), 1. 9% yield, +471. 6% 10Y return). Both have compounded well over 10 years (TXN: +471. 6%, QRVO: +95. 0%), 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; ADI is a mid-cap high-growth stock; TXN is a large-cap quality compounder stock; SWKS is a small-cap income-oriented stock. ADI, TXN, SWKS pay 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.