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SKYT vs TSEM
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
SKYT vs TSEM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| 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.
| 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.
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.2% revenue growth vs TSEM's 9.1% | |
| Value | Lower P/E (13.7x vs 75.4x) | |
| Quality / Margins | 26.9% margin vs TSEM's 14.1% | |
| Stability / Safety | Beta 2.41 vs SKYT's 2.67 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +5.2% vs SKYT's +360.5% | |
| Efficiency (ROA) | 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
Segment breakdown not available.
SKYT vs TSEM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
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 | ||
|---|---|---|
| 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% |
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 | ||
|---|---|---|
| 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 | — | — |
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 | ||
|---|---|---|
| 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 | — |
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 | ||
|---|---|---|
| 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% |
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 | ||
|---|---|---|
| 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 |
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 | ||
|---|---|---|
| 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% |
TSEM leads in 3 of 6 categories (Income & Cash Flow, Total Returns). SKYT leads in 1 (Valuation Metrics). 1 tied.
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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