SKYT
SkyWater Technology, Inc.
Semiconductors
Market Cap$1.68B
5Y Perf.-0.1%
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Stock Comparison
SKYT vs GFS
Revenue, margins, valuation, and 5-year total return — side by side.
GFS
GLOBALFOUNDRIES Inc.
Semiconductors
Market Cap$40.23B
5Y Perf.+48.3%
SKYT vs GFS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SKYT | GFS |
|---|---|---|
| Industry | Semiconductors | Semiconductors |
| Market Cap | $1.68B | $40.23B |
| Revenue (TTM) | $442M | $6.79B |
| Net Income (TTM) | $119M | $885M |
| Gross Margin | 20.0% | 25.2% |
| Operating Margin | 0.4% | 11.7% |
| Forward P/E | 14.0x | 39.2x |
| Total Debt | $250M | $1.64B |
| Cash & Equiv. | $23M | $1.81B |
SKYT vs GFS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SKYT
GFS
| Stock | Oct 21 | May 26 | Return |
|---|---|---|---|
| SkyWater Technology… (SKYT) | 100 | 99.9 | -0.1% |
| GLOBALFOUNDRIES Inc. (GFS) | 100 | 148.3 | +48.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SKYT vs GFS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SKYT leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. GLOBALFOUNDRIES Inc. is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
SKYT
SkyWater Technology, Inc.
The Growth Play
SKYT carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 29.2%, EPS growth 18.4%, 3Y rev CAGR 27.6%
- 92.7% 10Y total return vs GFS's 55.8%
- 29.2% revenue growth vs GFS's 0.6%
Best for: growth exposure and long-term compounding
GFS
GLOBALFOUNDRIES Inc.
The Income Pick
GFS is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.85
- Lower volatility, beta 1.85, Low D/E 13.7%, current ratio 2.62x
- Beta 1.85, current ratio 2.62x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SKYT | 29.2% revenue growth vs GFS's 0.6% |
| Value | SKYT | Lower P/E (14.0x vs 39.2x) |
| Quality / Margins | SKYT | 26.9% margin vs GFS's 13.0% |
| Stability / Safety | GFS | Beta 1.85 vs SKYT's 2.67, lower leverage |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | SKYT | +372.2% vs GFS's +107.1% |
| Efficiency (ROA) | SKYT | 21.8% ROA vs GFS's 5.3%, ROIC -0.3% vs 5.3% |
SKYT vs GFS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
SKYT vs GFS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGFSLAGGINGSKYT
SKYTSkyWater Technology, …
1leads
GFSGLOBALFOUNDRIES Inc.
3leads
6 Total Categories
CATEGORYLEADERvs SKYTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GFS4/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GFS5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
SKYT5/6
Risk & VolatilityBeta, volatility, and downside exposure
GFS2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
GFS leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GFS is the larger business by revenue, generating $6.8B annually — 15.4x SKYT's $442M. SKYT is the more profitable business, keeping 26.9% of every revenue dollar as net income compared to GFS's 13.0%. On growth, SKYT holds the edge at +126.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| RevenueTrailing 12 months | $442M | $6.8B |
| EBITDAEarnings before interest/tax | $37M | $2.1B |
| Net IncomeAfter-tax profit | $119M | $885M |
| Free Cash FlowCash after capex | -$53M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +20.0% | +25.2% |
| Operating MarginEBIT ÷ Revenue | +0.4% | +11.7% |
| Net MarginNet income ÷ Revenue | +26.9% | +13.0% |
| FCF MarginFCF ÷ Revenue | -12.0% | +14.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +126.6% | 0.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.3% | +127.3% |
GFS leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
Evenly matched — SKYT and GFS each lead in 2 of 4 comparable metrics.
Valuation Metrics
At 14.0x trailing earnings, SKYT trades at a 69% valuation discount to GFS's 45.5x P/E. On an enterprise value basis, GFS's 19.0x EV/EBITDA is more attractive than SKYT's 55.3x.
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| Market CapShares × price | $1.7B | $40.2B |
| Enterprise ValueMkt cap + debt − cash | $1.9B | $40.1B |
| Trailing P/EPrice ÷ TTM EPS | 14.01x | 45.47x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 39.24x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 55.30x | 18.98x |
| Price / SalesMarket cap ÷ Revenue | 3.80x | 5.92x |
| Price / BookPrice ÷ Book value/share | 8.50x | 3.37x |
| Price / FCFMarket cap ÷ FCF | — | 39.87x |
Evenly matched — SKYT and GFS each lead in 2 of 4 comparable metrics.
Profitability & Efficiency
GFS leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
SKYT delivers a 93.8% return on equity — every $100 of shareholder capital generates $94 in annual profit, vs $8 for GFS. GFS carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to SKYT's 1.28x. On the Piotroski fundamental quality scale (0–9), GFS scores 7/9 vs SKYT's 2/9, reflecting strong financial health.
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| ROE (TTM)Return on equity | +93.8% | +7.6% |
| ROA (TTM)Return on assets | +21.8% | +5.3% |
| ROICReturn on invested capital | -0.3% | +5.3% |
| ROCEReturn on capital employed | -0.4% | +5.6% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 7 |
| Debt / EquityFinancial leverage | 1.28x | 0.14x |
| Net DebtTotal debt minus cash | $227M | -$171M |
| Cash & Equiv.Liquid assets | $23M | $1.8B |
| Total DebtShort + long-term debt | $250M | $1.6B |
| Interest CoverageEBIT ÷ Interest expense | 7.99x | — |
GFS leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
SKYT leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SKYT five years ago would be worth $15,843 today (with dividends reinvested), compared to $15,582 for GFS. Over the past 12 months, SKYT leads with a +372.2% total return vs GFS's +107.1%. The 3-year compound annual growth rate (CAGR) favors SKYT at 52.6% vs GFS's 6.5% — a key indicator of consistent wealth creation.
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| YTD ReturnYear-to-date | +52.4% | +96.1% |
| 1-Year ReturnPast 12 months | +372.2% | +107.1% |
| 3-Year ReturnCumulative with dividends | +255.0% | +20.9% |
| 5-Year ReturnCumulative with dividends | +58.4% | +55.8% |
| 10-Year ReturnCumulative with dividends | +92.7% | +55.8% |
| CAGR (3Y)Annualised 3-year return | +52.6% | +6.5% |
SKYT leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
GFS leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GFS is the less volatile stock with a 1.85 beta — it tends to amplify market swings less than SKYT's 2.67 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.67x | 1.85x |
| 52-Week HighHighest price in past year | $36.27 | $75.53 |
| 52-Week LowLowest price in past year | $6.99 | $31.51 |
| % of 52W HighCurrent price vs 52-week peak | +94.3% | +95.7% |
| RSI (14)Momentum oscillator 0–100 | 62.5 | 86.0 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 4.0M |
GFS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SKYT as "Hold" and GFS as "Buy". Consensus price targets imply 2.4% upside for SKYT (target: $35) vs -29.3% for GFS (target: $51).
| Metric | SKYTSkyWater Technolo… | GFSGLOBALFOUNDRIES I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $35.00 | $51.14 |
| # AnalystsCovering analysts | 6 | 19 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 2 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
GFS leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SKYT leads in 1 (Total Returns). 1 tied.
Best OverallGLOBALFOUNDRIES Inc. (GFS)Leads 3 of 6 categories
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SKYT vs GFS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SKYT or GFS a better buy right now?
For growth investors, SkyWater Technology, Inc.
(SKYT) is the stronger pick with 29. 2% revenue growth year-over-year, versus 0. 6% for GLOBALFOUNDRIES Inc. (GFS). SkyWater Technology, Inc. (SKYT) offers the better valuation at 14. 0x trailing P/E, making it the more compelling value choice. Analysts rate GLOBALFOUNDRIES Inc. (GFS) a "Buy" — based on 19 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 GFS?
On trailing P/E, SkyWater Technology, Inc.
(SKYT) is the cheapest at 14. 0x versus GLOBALFOUNDRIES Inc. at 45. 5x.
03Which is the better long-term investment — SKYT or GFS?
Over the past 5 years, SkyWater Technology, Inc.
(SKYT) delivered a total return of +58. 4%, compared to +55. 8% for GLOBALFOUNDRIES Inc. (GFS). Over 10 years, the gap is even starker: SKYT returned +92. 7% versus GFS's +55. 8%. 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 GFS?
By beta (market sensitivity over 5 years), GLOBALFOUNDRIES Inc.
(GFS) is the lower-risk stock at 1. 85β versus SkyWater Technology, Inc. 's 2. 67β — meaning SKYT is approximately 45% more volatile than GFS relative to the S&P 500. On balance sheet safety, GLOBALFOUNDRIES Inc. (GFS) carries a lower debt/equity ratio of 14% versus 128% for SkyWater Technology, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SKYT or GFS?
By revenue growth (latest reported year), SkyWater Technology, Inc.
(SKYT) is pulling ahead at 29. 2% versus 0. 6% for GLOBALFOUNDRIES Inc. (GFS). On earnings-per-share growth, the picture is similar: SkyWater Technology, Inc. grew EPS 1843% year-over-year, compared to 431. 3% for GLOBALFOUNDRIES Inc.. Over a 3-year CAGR, SKYT leads at 27. 6% 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.
06Which has better profit margins — SKYT or GFS?
SkyWater Technology, Inc.
(SKYT) is the more profitable company, earning 26. 9% net margin versus 13. 0% for GLOBALFOUNDRIES Inc. — meaning it keeps 26. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GFS leads at 11. 7% versus -0. 3% for SKYT. At the gross margin level — before operating expenses — GFS leads at 25. 2%, 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.
07Is SKYT or GFS more undervalued right now?
Analyst consensus price targets imply the most upside for SKYT: 2.
4% to $35. 00.
08Which pays a better dividend — SKYT or GFS?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is SKYT or GFS better for a retirement portfolio?
For long-horizon retirement investors, GLOBALFOUNDRIES Inc.
(GFS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. SkyWater Technology, Inc. (SKYT) carries a higher beta of 2. 67 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GFS: +55. 8%, SKYT: +92. 7%), 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.
10What are the main differences between SKYT and GFS?
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 high-growth stock; GFS is a mid-cap quality compounder stock. 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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Revenue Growth>
%
(SKYT: 126.6% · GFS: 0.0%)Net Margin>
%
(SKYT: 26.9% · GFS: 13.0%)P/E Ratio<
x
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