SWKS vs TRMB
Skyworks Solutions vs Trimble Inc. — AI-powered side-by-side comparison
SWKS
Skyworks Solutions
57
Buy
VS
| Metric | SWKS | TRMB |
| AI Score |
57
|
66
|
| Price |
$66.61
|
$59.69
|
| P/E Ratio |
33.87×
|
-126.45×
|
| ROE |
8.3%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
40.7%
|
68.4%
|
| Debt / Equity |
0.12×
|
0.29×
|
| Dividend Yield |
4.3%
|
0.0%
|
| RSI (14) |
38.9
|
57.3
|
| Beta |
1.51
|
1.356
|
| Expected Upside |
+12.3%
|
+19.0%
|
AI Committee View
Current Innellis committee reasoning for SWKS versus TRMB.
TRMB leads by 9 points.
TRMB scores 66/100 (Buy) versus SWKS at 57/100 (Buy).
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
TRMB Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- EPS growing 127.0% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.