ST vs SWKS
Sensata Technologies vs Skyworks Solutions — AI-powered side-by-side comparison
ST
Sensata Technologies
61
Buy
VS
SWKS
Skyworks Solutions
59
Buy
| Metric | ST | SWKS |
|---|
| AI Score |
61
|
59
|
| Price |
$46.64
|
$69.53
|
| P/E Ratio |
74.08×
|
36.40×
|
| ROE |
1.1%
|
8.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.5%
|
40.7%
|
| Debt / Equity |
0.83×
|
0.12×
|
| Dividend Yield |
1.0%
|
4.0%
|
| RSI (14) |
49.8
|
75.4
|
| Beta |
1.263
|
1.507
|
| Expected Upside |
+1.6%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for ST versus SWKS.
ST leads by 2 points.
ST scores 61/100 (Buy) versus SWKS at 59/100 (Buy).
ST Committee View
67% agreement
6 analysts
The primary driver is news sentiment is positive (+0.47 across 22 articles, 14d). The main limiting factor is p/e of 75.5 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 75.5 is expensive by classic value standards — Value
- ROE of only 3.2% -- cheap may mean cheap for a reason — Value
- EPS declining -20.4% YoY despite any revenue growth — Growth
SWKS Committee View
67% agreement
6 analysts
Positive signals support the current rating — market regime is bullish (bull market -- normal position sizing). The committee sees sufficient evidence to maintain the constructive view.
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 36.6 is moderate-to-rich — Value
- EPS declining -23.0% YoY despite any revenue growth — Growth
- RSI at 75 is in overbought territory — Technical