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 ?10.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.483
Beta (levered) ?1.617
Terminal OM% ?44.3%
Segment conc. ?diversified
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 18.8%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

SWKS · Skyworks Solutions, Inc.

$68.002026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$216
+217.0% vs market
Base · active
$165
+143.0% vs market
Bear
$149
+119.6% vs market
Mulya.ai vs Analyst IV Comparison?
Market $68
Median $75
Bear $149
Base $165
Bull $216
Market Price $68
Mulya.ai Base $165
Analysts Median $75
Mulya.ai IV range ($149 · $216)
Analysts Range ($55 · $85)
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
2024.Q2$4.8B39.4%6.3%$1.8B$427MM$2.2B9.6%22.5%$7.8B$6.53
2025.Q1$4.2B-12.5%25.5%8.4%$976MM$306MM$1.3B9.8%12.8%$7.4B$3.96
2025.Q2$4.2B0.0%25.5%15.0%$906MM$484MM$1.4B10.9%12.4%$7.2B$3.96
2026.Q1$4.1B-2.2%20.4%11.6%$739MM$266MM$1.0B10.2%10.1%$7.4B$3.17
2026.Q2$4.0B-1.0%15.7%7.2%$588MM−$78MM$509MM10.4%7.9%$7.5B$2.4016.2
italics below = DCF projection · 10yr Rev CAGR: 3.8%
2027.Q2$4.0B+-1.8%26.2%8.4%$952MM$0MM$952MM10.6%$861MM12.7%$7.5B$2.2630.1
2028.Q2$4.2B+5.5%29.8%9.7%$1.1B−$419MM$709MM10.4%$581MM14.6%$7.9B$3.2221.1
2029.Q2$4.4B+4.6%33.4%11.0%$1.3B−$373MM$931MM10.2%$693MM16.1%$8.3B$4.2116.2
2030.Q2$4.6B+4.3%37.0%12.3%$1.5B−$371MM$1.1B10.0%$755MM17.5%$8.7B$5.2413.0
2031.Q2$4.8B+4.2%44.3%13.6%$1.8B−$382MM$1.4B9.8%$890MM20.6%$9.1B$7.269.4
Term. Yr+$6.1B4.1%44.3%20.0%$2.2B−$470MM$1.7B8.6%$14.9B18.8%
Active scenario IV: $165 (+143.0% vs market)