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AMAT vs. SWKS: Applied Materials vs. Skyworks Stock Comparison

How do Applied Materials (AMAT) and Skyworks (SWKS) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Applied Materials (AMAT) and Skyworks (SWKS) both belong to the Semiconductors & Semiconductor Equipment industry, though AMAT is classified under Semiconductor Materials & Equipment while SWKS falls under Semiconductors.

Company profile comparison for Applied Materials (AMAT) and Skyworks (SWKS)
Profile ItemAMATSWKS
NameApplied Materials Inc.Skyworks Solutions, Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS IndustrySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS Sub-IndustrySemiconductor Materials & EquipmentSemiconductors
Market Capitalization264.04 billion USD19.33 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMarch 17, 1980September 7, 1984
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AMAT
SWKS
GSPC
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Applied Materials (AMAT) vs. Skyworks (SWKS), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Applied Materials (AMAT) and Skyworks (SWKS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Applied Materials (AMAT) and Skyworks (SWKS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Total Return (1Y)62.12%23.99%
Total Return (3Y, Annualized)38.42%2.11%
Total Return (5Y, Annualized)19.86%-10.13%

Risk Profile

Drawdown History

AMAT
SWKS
GSPC
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Applied Materials (AMAT) vs. Skyworks (SWKS), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Applied Materials (AMAT) and Skyworks (SWKS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Volatility (1Y, Annualized)63.72%50.40%
Beta (5Y)1.681.50
Max Drawdown (5Y)-55.80%-67.29%
Avg. Volume (3M)7.16M6.45M

Risk-Adjusted Performance

Risk-Return Positioning

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AMAT and SWKS are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Sharpe Ratio (1Y)0.910.39
Sortino Ratio (1Y)1.350.59

Profitability

ROE (TTM)

Applied Materials (AMAT) at 41.07% sits in the top ROE quartile, while Skyworks (SWKS) at 3.00% is closer to the peer norm — stronger capital efficiency for AMAT.

AMAT

Semiconductors & Semiconductor Equipment industry group

41.07%

Max
52.82%
AMAT
41.07%
Q3
22.26%
Median
10.58%
Q1
1.29%
Min
-16.89%

SWKS

Semiconductors & Semiconductor Equipment industry group

3.00%

Max
52.82%
Q3
22.26%
Median
10.58%
SWKS
3.00%
Q1
1.29%
Min
-16.89%
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their ROE against the Semiconductors & Semiconductor Equipment industry group benchmark.

Net Margin (TTM)

Applied Materials (AMAT) at 30.05% retains a top-quartile share of revenue as profit, ahead of Skyworks (SWKS) at 4.35%, which keeps about the industry-typical share.

AMAT

Semiconductors & Semiconductor Equipment industry group

30.05%

Max
63.80%
AMAT
30.05%
Q3
28.36%
Median
11.44%
Q1
0.90%
Min
-37.77%

SWKS

Semiconductors & Semiconductor Equipment industry group

4.35%

Max
63.80%
Q3
28.36%
Median
11.44%
SWKS
4.35%
Q1
0.90%
Min
-37.77%
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their net margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Operating Margin (TTM)

Applied Materials (AMAT) at 33.74% operates in the top operating margin quartile, ahead of Skyworks (SWKS) at 9.98%, which runs around its industry’s norm.

AMAT

Semiconductors & Semiconductor Equipment industry group

33.74%

Max
58.66%
AMAT
33.74%
Q3
30.23%
Median
15.91%
Q1
7.54%
Min
-25.74%

SWKS

Semiconductors & Semiconductor Equipment industry group

9.98%

Max
58.66%
Q3
30.23%
Median
15.91%
SWKS
9.98%
Q1
7.54%
Min
-25.74%
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
ROE (TTM)41.07%3.00%
ROA (TTM)15.48%2.57%
Net Margin (TTM)30.05%4.35%
Operating Margin (TTM)33.74%9.98%
Gross Margin (TTM)49.40%40.78%

Growth

Revenue Growth

Only one side can be read here: Applied Materials (AMAT) reports revenue growth of 4.39%, ranked against its industry; Skyworks (SWKS) has no revenue growth figure this period.

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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Applied Materials (AMAT) at 0.58% is around its peer norm for EPS growth, while Skyworks (SWKS) at -62.99% drops into the bottom quartile, signaling weaker earnings momentum.

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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Revenue Growth (YoY)4.39%--
Revenue Growth (3Y CAGR)3.23%--
EPS Growth (YoY)0.58%-62.99%
EPS Growth (3Y CAGR)5.19%-42.92%

Financial Strength

Current Ratio (MRQ)

Both Applied Materials (AMAT) at 2.42 and Skyworks (SWKS) at 3.34 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

AMAT

Semiconductors & Semiconductor Equipment industry group

2.42

Max
10.33
Q3
5.62
Median
3.33
AMAT
2.42
Q1
2.35
Min
1.03

SWKS

Semiconductors & Semiconductor Equipment industry group

3.34

Max
10.33
Q3
5.62
SWKS
3.34
Median
3.33
Q1
2.35
Min
1.03
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their current ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Debt / Equity (MRQ)

Both Applied Materials (AMAT) at 0.29 and Skyworks (SWKS) at 0.43 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

AMAT

Semiconductors & Semiconductor Equipment industry group

0.29

Max
1.46
Q3
0.65
AMAT
0.29
Median
0.27
Q1
0.04
Min
0.00

SWKS

Semiconductors & Semiconductor Equipment industry group

0.43

Max
1.46
Q3
0.65
SWKS
0.43
Median
0.27
Q1
0.04
Min
0.00
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their debt-to-equity ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Current Ratio (MRQ)2.423.34
Debt / Equity (MRQ)0.290.43
Net Debt / EBITDA-0.19-0.16

Dividends

Dividend Yield (TTM)

Applied Materials (AMAT) at 0.62% pays an industry-typical yield; Skyworks (SWKS) at 2.62% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

AMAT

Semiconductors & Semiconductor Equipment industry group

0.62%

Max
1.37%
Q3
0.65%
AMAT
0.62%
Median
0.00%
Q1
0.00%
Min
0.00%

SWKS

Semiconductors & Semiconductor Equipment industry group

2.62%

SWKS
2.62%
Max
1.37%
Q3
0.65%
Median
0.00%
Q1
0.00%
Min
0.00%
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their dividend yield against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Skyworks (SWKS) reports payout ratio above 100% at 147.15%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Applied Materials (AMAT) reports 16.48%, ranking against industry peers normally.

AMAT

Semiconductors & Semiconductor Equipment industry group

16.48%

Max
49.64%
Q3
21.71%
AMAT
16.48%
Median
0.00%
Q1
0.00%
Min
0.00%

SWKS

Semiconductors & Semiconductor Equipment industry group

147.15%

SWKS
147.15%
Max
49.64%
Q3
21.71%
Median
0.00%
Q1
0.00%
Min
0.00%
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
Dividend Yield (TTM)0.62%2.62%
Dividend Payout Ratio (TTM)16.48%147.15%

Valuation

P/E Ratio (TTM)

Applied Materials (AMAT) at 28.71 is near its industry’s usual P/E ratio, while Skyworks (SWKS) at 72.10 sits in the richer quartile — SWKS needs stronger growth or earnings quality to justify the premium.

AMAT

Semiconductors & Semiconductor Equipment industry group

28.71

Max
110.34
Q3
66.81
Median
37.02
AMAT
28.71
Q1
23.96
Min
8.12

SWKS

Semiconductors & Semiconductor Equipment industry group

72.10

Max
110.34
SWKS
72.10
Q3
66.81
Median
37.02
Q1
23.96
Min
8.12
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Applied Materials (AMAT) at 8.56 and Skyworks (SWKS) at 4.88 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AMAT

Semiconductors & Semiconductor Equipment industry group

8.56

Max
21.42
Q3
12.27
AMAT
8.56
Median
5.76
Q1
2.73
Min
0.00

SWKS

Semiconductors & Semiconductor Equipment industry group

4.88

Max
21.42
Q3
12.27
Median
5.76
SWKS
4.88
Q1
2.73
Min
0.00
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

Skyworks (SWKS) at 2.15 looks cheap against book in the lower P/B ratio quartile, while Applied Materials (AMAT) at 10.30 carries a premium in the upper quartile — a clear price-to-book gap.

AMAT

Semiconductors & Semiconductor Equipment industry group

10.30

Max
14.06
AMAT
10.30
Q3
7.44
Median
4.29
Q1
2.30
Min
0.20

SWKS

Semiconductors & Semiconductor Equipment industry group

2.15

Max
14.06
Q3
7.44
Median
4.29
Q1
2.30
SWKS
2.15
Min
0.20
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Applied Materials (AMAT) vs. Skyworks (SWKS): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Applied Materials (AMAT) and Skyworks (SWKS)
MetricAMATSWKS
P/E Ratio (TTM)28.7172.10
P/S Ratio (TTM)8.564.88
P/B Ratio (MRQ)10.302.15
Free Cash Flow Yield (TTM)1.16%5.84%