WOLF vs SWKS

For growth investors, Skyworks Solutions, Inc.

(SWKS) is the stronger pick with -2. 2% revenue growth year-over-year, versus -6. 1% for Wolfspeed, Inc. (WOLF). 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 Skyworks Solutions, Inc. (SWKS) a "Buy" — based on 59 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.

Over the past 5 years, Wolfspeed, Inc.

(WOLF) delivered a total return of -52. 9%, compared to -55. 5% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: WOLF returned +94. 7% 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), Skyworks Solutions, Inc.

(SWKS) is the lower-risk stock at 1. 36β versus Wolfspeed, Inc. 's 3. 11β — meaning WOLF is approximately 128% more volatile than SWKS relative to the S&P 500.

By revenue growth (latest reported year), Skyworks Solutions, Inc.

(SWKS) is pulling ahead at -2. 2% versus -6. 1% for Wolfspeed, Inc. (WOLF). On earnings-per-share growth, the picture is similar: Skyworks Solutions, Inc. grew EPS -16. 5% year-over-year, compared to -65. 6% for Wolfspeed, Inc.. Over a 3-year CAGR, WOLF leads at 9. 8% 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.

Skyworks Solutions, Inc.

(SWKS) is the more profitable company, earning 11. 7% net margin versus -212. 4% for Wolfspeed, Inc. — meaning it keeps 11. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SWKS leads at 12. 2% versus -175. 4% for WOLF. At the gross margin level — before operating expenses — SWKS leads at 41. 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.

Analyst consensus price targets imply the most upside for SWKS: -3.

5% to $62. 75.

In this comparison, SWKS (4.

3% yield) pays a dividend. WOLF does 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). Wolfspeed, Inc. (WOLF) carries a higher beta of 3. 11 — 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: +31. 2%, WOLF: +94. 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.

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: WOLF is a small-cap quality compounder stock; SWKS is a small-cap income-oriented stock. SWKS pays a dividend while WOLF 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.