Mulya.ai
Ticker
SWKS
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.300
Beta (levered) ?1.443
Terminal OM% ?45.3%
Segment conc. ?diversified
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 19.4%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

SWKS · Skyworks Solutions, Inc.

$55.192026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$225
+307.1% vs market
Base · active
$168
+203.6% vs market
Bear
$144
+161.2% vs market
Mulya.ai vs Analyst IV Comparison?
Market $55
Median $65
Bear $144
Base $168
Bull $225
Market Price $55
Mulya.ai Base $168
Analysts Median $65
Mulya.ai IV range ($144 · $225)
Analysts Range ($58 · $140)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q1$5.1B53.9%5.1%$2.6B−$3.3B−$644MM7.5%33.1%$7.9B$9.96
2023.Q1$5.5B7.4%47.6%14.8%$2.2B−$515MM$1.7B9.3%27.3%$8.4B$8.47
2024.Q1$4.8B-13.0%40.3%7.7%$1.8B$444MM$2.2B10.1%22.0%$7.8B$6.53
2025.Q1$4.2B-12.5%26.1%8.4%$998MM$263MM$1.3B9.8%13.3%$7.3B$3.96
2026.Q1$4.1B-3.0%18.3%11.6%$656MM$203MM$858MM10.2%9.0%$7.2B$2.6211.2
italics below = DCF projection · 10yr Rev CAGR: 3.1%
2027.Q1$3.8B+-6.7%31.3%12.4%$1.0B$0MM$1.0B9.8%$943MM14.3%$7.2B$2.3623.4
2028.Q1$4.0B+4.7%34.1%13.3%$1.2B−$319MM$851MM9.7%$706MM15.8%$7.6B$3.1617.5
2029.Q1$4.1B+4.3%36.9%14.1%$1.3B−$312MM$997MM9.6%$755MM16.9%$7.9B$4.0113.8
2030.Q1$4.3B+4.2%39.7%15.0%$1.5B−$319MM$1.1B9.4%$785MM18.1%$8.2B$4.9111.2
2031.Q1$4.5B+4.2%45.3%15.8%$1.7B−$332MM$1.4B9.3%$873MM20.4%$8.5B$6.658.3
Term. Yr+$5.7B4.1%45.3%20.0%$2.1B−$437MM$1.6B8.6%$15.0B19.4%
Active scenario IV: $168 (+203.6% vs market)