NAVN vs SWKS
Navan, Inc. vs Skyworks Solutions — AI-powered side-by-side comparison
VS
SWKS
Skyworks Solutions
57
Buy
| Metric | NAVN | SWKS |
|---|
| AI Score |
66
|
57
|
| Price |
$29.33
|
$66.61
|
| P/E Ratio |
-5.73×
|
33.87×
|
| ROE |
-32.9%
|
8.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
72.1%
|
40.7%
|
| Debt / Equity |
0.14×
|
0.12×
|
| Dividend Yield |
0.0%
|
4.3%
|
| RSI (14) |
60.7
|
38.9
|
| Beta |
1.0835
|
1.51
|
| Expected Upside |
—
|
+12.3%
|
AI Committee View
Current Innellis committee reasoning for NAVN versus SWKS.
NAVN leads by 9 points.
NAVN scores 66/100 (Buy) versus SWKS at 57/100 (Buy).
NAVN Committee View
67% agreement
6 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is roe of only -44.6% -- cheap may mean cheap for a reason. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- ROE of only -44.6% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical
SWKS Committee View
83% agreement
6 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- Dividend yield of 2.9% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 36.1 is moderate-to-rich — Value
- EPS declining -23.0% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical