SWKS vs TSM
Skyworks Solutions vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
SWKS
Skyworks Solutions
57
Buy
VS
TSM
Taiwan Semiconductor Mfg.
65
Buy
| Metric | SWKS | TSM |
|---|
| AI Score |
57
|
65
|
| Price |
$66.61
|
$417.00
|
| P/E Ratio |
33.87×
|
27.99×
|
| ROE |
8.3%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
40.7%
|
64.2%
|
| Debt / Equity |
0.12×
|
0.15×
|
| Dividend Yield |
4.3%
|
0.9%
|
| RSI (14) |
38.9
|
50.1
|
| Beta |
1.51
|
1.392
|
| Expected Upside |
+12.3%
|
+14.7%
|
AI Committee View
Current Innellis committee reasoning for SWKS versus TSM.
TSM leads by 8 points.
TSM scores 65/100 (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
TSM Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 39.9% shows genuine earnings power backing the valuation — Value
- Revenue growing 31.4% YoY -- genuine top-line momentum — Growth
- EPS growing 55.2% YoY — Growth
Bear Case
- P/E of 27.9 is moderate-to-rich — Value
- Price-to-book of 7.3x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical