SKYT
SkyWater Technology, Inc.
Semiconductors
Market Cap$1.62B
5Y Perf.+64.4%
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Stock Comparison
SKYT vs TSEM
Revenue, margins, valuation, and 5-year total return — side by side.
TSEM
Tower Semiconductor Ltd.
Semiconductors
Market Cap$25.36B
5Y Perf.+666.3%
SKYT vs TSEM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SKYT | TSEM |
|---|---|---|
| Industry | Semiconductors | Semiconductors |
| Market Cap | $1.62B | $25.36B |
| Revenue (TTM) | $442M | $1.57B |
| Net Income (TTM) | $119M | $220M |
| Gross Margin | 19.7% | 23.2% |
| Operating Margin | -0.6% | 12.4% |
| Forward P/E | 13.7x | 75.4x |
| Total Debt | $6M | $162M |
| Cash & Equiv. | $23M | $235M |
SKYT vs TSEM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SKYT
TSEM
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| SkyWater Technology… (SKYT) | 100 | 164.4 | +64.4% |
| Tower Semiconductor… (TSEM) | 100 | 766.3 | +666.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SKYT vs TSEM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SKYT leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Tower Semiconductor Ltd. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
SKYT
SkyWater Technology, Inc.
The Income Pick
SKYT carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 2.67
- Rev growth 29.2%, EPS growth 18.4%, 3Y rev CAGR 27.6%
- 29.2% revenue growth vs TSEM's 9.1%
Best for: income & stability and growth exposure
TSEM
Tower Semiconductor Ltd.
The Long-Run Compounder
TSEM is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 18.5% 10Y total return vs SKYT's 88.4%
- Lower volatility, beta 2.41, Low D/E 5.6%, current ratio 6.48x
- Beta 2.41, current ratio 6.48x
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SKYT | 29.2% revenue growth vs TSEM's 9.1% |
| Value | SKYT | Lower P/E (13.7x vs 75.4x) |
| Quality / Margins | SKYT | 26.9% margin vs TSEM's 14.1% |
| Stability / Safety | TSEM | Beta 2.41 vs SKYT's 2.67 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | TSEM | +5.2% vs SKYT's +360.5% |
| Efficiency (ROA) | SKYT | 16.2% ROA vs TSEM's 6.6%, ROIC -1.3% vs 5.4% |
SKYT vs TSEM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
Segment breakdown not available.
SKYT vs TSEM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTSEMLAGGINGSKYT
SKYTSkyWater Technology, …
1leads
TSEMTower Semiconductor L…
3leads
6 Total Categories
CATEGORYLEADERvs SKYTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TSEM4/6
Valuation MetricsMultiples, price ratios, and targets
SKYT3/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
TSEM6/6
Risk & VolatilityBeta, volatility, and downside exposure
TSEM2/2
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
TSEM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TSEM is the larger business by revenue, generating $1.6B annually — 3.5x SKYT's $442M. SKYT is the more profitable business, keeping 26.9% of every revenue dollar as net income compared to TSEM's 14.1%. On growth, SKYT holds the edge at +126.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| RevenueTrailing 12 months | $442M | $1.6B |
| EBITDAEarnings before interest/tax | $21M | $496M |
| Net IncomeAfter-tax profit | $119M | $220M |
| Free Cash FlowCash after capex | -$53M | -$41M |
| Gross MarginGross profit ÷ Revenue | +19.7% | +23.2% |
| Operating MarginEBIT ÷ Revenue | -0.6% | +12.4% |
| Net MarginNet income ÷ Revenue | +26.9% | +14.1% |
| FCF MarginFCF ÷ Revenue | -12.0% | -2.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +126.6% | +13.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -10.3% | +42.9% |
TSEM leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
SKYT leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
At 13.7x trailing earnings, SKYT trades at a 88% valuation discount to TSEM's 116.3x P/E.
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| Market CapShares × price | $1.6B | $25.4B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $25.3B |
| Trailing P/EPrice ÷ TTM EPS | 13.70x | 116.25x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 75.37x |
| PEG RatioP/E ÷ EPS growth rate | — | 5.64x |
| EV / EBITDAEnterprise value multiple | — | 50.85x |
| Price / SalesMarket cap ÷ Revenue | 3.67x | 16.19x |
| Price / BookPrice ÷ Book value/share | 8.32x | 8.82x |
| Price / FCFMarket cap ÷ FCF | — | — |
SKYT leads this category, winning 3 of 3 comparable metrics.
Profitability & Efficiency
Evenly matched — SKYT and TSEM each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
SKYT delivers a 60.7% return on equity — every $100 of shareholder capital generates $61 in annual profit, vs $8 for TSEM. SKYT carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to TSEM's 0.06x. On the Piotroski fundamental quality scale (0–9), TSEM scores 6/9 vs SKYT's 3/9, reflecting solid financial health.
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| ROE (TTM)Return on equity | +60.7% | +7.6% |
| ROA (TTM)Return on assets | +16.2% | +6.6% |
| ROICReturn on invested capital | -1.3% | +5.4% |
| ROCEReturn on capital employed | -0.9% | +6.6% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 |
| Debt / EquityFinancial leverage | 0.03x | 0.06x |
| Net DebtTotal debt minus cash | -$17M | -$74M |
| Cash & Equiv.Liquid assets | $23M | $235M |
| Total DebtShort + long-term debt | $6M | $162M |
| Interest CoverageEBIT ÷ Interest expense | 28.24x | — |
Evenly matched — SKYT and TSEM each lead in 4 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
TSEM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TSEM five years ago would be worth $80,431 today (with dividends reinvested), compared to $16,331 for SKYT. Over the past 12 months, TSEM leads with a +517.4% total return vs SKYT's +360.5%. The 3-year compound annual growth rate (CAGR) favors TSEM at 73.3% vs SKYT's 52.7% — a key indicator of consistent wealth creation.
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| YTD ReturnYear-to-date | +49.0% | +85.3% |
| 1-Year ReturnPast 12 months | +360.5% | +517.4% |
| 3-Year ReturnCumulative with dividends | +256.4% | +420.4% |
| 5-Year ReturnCumulative with dividends | +63.3% | +704.3% |
| 10-Year ReturnCumulative with dividends | +88.4% | +1851.0% |
| CAGR (3Y)Annualised 3-year return | +52.7% | +73.3% |
TSEM leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
TSEM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
TSEM is the less volatile stock with a 2.41 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. TSEM currently trades 98.5% from its 52-week high vs SKYT's 92.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.67x | 2.41x |
| 52-Week HighHighest price in past year | $36.27 | $228.99 |
| 52-Week LowLowest price in past year | $6.99 | $35.42 |
| % of 52W HighCurrent price vs 52-week peak | +92.2% | +98.5% |
| RSI (14)Momentum oscillator 0–100 | 56.9 | 60.0 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 2.9M |
TSEM 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 TSEM as "Buy". Consensus price targets imply 4.7% upside for SKYT (target: $35) vs -31.7% for TSEM (target: $154).
| Metric | SKYTSkyWater Technolo… | TSEMTower Semiconduct… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $35.00 | $154.00 |
| # AnalystsCovering analysts | 6 | 14 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
TSEM leads in 3 of 6 categories (Income & Cash Flow, Total Returns). SKYT leads in 1 (Valuation Metrics). 1 tied.
Best OverallTower Semiconductor Ltd. (TSEM)Leads 3 of 6 categories
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SKYT vs TSEM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SKYT or TSEM 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 9. 1% for Tower Semiconductor Ltd. (TSEM). SkyWater Technology, Inc. (SKYT) offers the better valuation at 13. 7x trailing P/E, making it the more compelling value choice. Analysts rate Tower Semiconductor Ltd. (TSEM) a "Buy" — based on 14 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 TSEM?
On trailing P/E, SkyWater Technology, Inc.
(SKYT) is the cheapest at 13. 7x versus Tower Semiconductor Ltd. at 116. 3x.
03Which is the better long-term investment — SKYT or TSEM?
Over the past 5 years, Tower Semiconductor Ltd.
(TSEM) delivered a total return of +704. 3%, compared to +63. 3% for SkyWater Technology, Inc. (SKYT). Over 10 years, the gap is even starker: TSEM returned +1851% versus SKYT's +88. 4%. 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 TSEM?
By beta (market sensitivity over 5 years), Tower Semiconductor Ltd.
(TSEM) is the lower-risk stock at 2. 41β versus SkyWater Technology, Inc. 's 2. 67β — meaning SKYT is approximately 11% more volatile than TSEM relative to the S&P 500. On balance sheet safety, SkyWater Technology, Inc. (SKYT) carries a lower debt/equity ratio of 3% versus 6% for Tower Semiconductor Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — SKYT or TSEM?
By revenue growth (latest reported year), SkyWater Technology, Inc.
(SKYT) is pulling ahead at 29. 2% versus 9. 1% for Tower Semiconductor Ltd. (TSEM). On earnings-per-share growth, the picture is similar: SkyWater Technology, Inc. grew EPS 1843% year-over-year, compared to 4. 9% for Tower Semiconductor Ltd.. 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 TSEM?
SkyWater Technology, Inc.
(SKYT) is the more profitable company, earning 26. 9% net margin versus 14. 1% for Tower Semiconductor Ltd. — meaning it keeps 26. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TSEM leads at 12. 4% versus -0. 6% for SKYT. At the gross margin level — before operating expenses — TSEM leads at 23. 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 TSEM more undervalued right now?
Analyst consensus price targets imply the most upside for SKYT: 4.
7% to $35. 00.
08Which pays a better dividend — SKYT or TSEM?
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 TSEM better for a retirement portfolio?
For long-horizon retirement investors, Tower Semiconductor Ltd.
(TSEM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1851% 10Y return). 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 (TSEM: +1851%, SKYT: +88. 4%), 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 TSEM?
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; TSEM 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% · TSEM: 13.7%)Net Margin>
%
(SKYT: 26.9% · TSEM: 14.1%)P/E Ratio<
x
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