NASDAQ:SWKS
$13.79
(2/9 1:56PM)
+2.1%
| Open | $13.7 |
Mkt Cap | $2.4 Billion |
| High | $13.89 |
52Wk High | $15.62 |
| Low | $13.53 |
52Wk Low | $6.15 |
| Volume | 3.7 Million |
Avg Vol 10D | 5.7 Million |
Ockham's Rating/Recommendation Summary
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SWKS Revenue
For a long time, value investors have used the current share price relative to sales per share levels as an important valuation tool. We utilize a historical weighted average methodology that treats recent years more importantly in the calculation. When looking at SWKS through this framework, we can see that our weighted average historical high and low Price to Sales per share ratios over the last 10 years are 2.92x and 1.13x respectively.
Utilizing this range we can see that SWKS’s current Price to Sales per share ratio of 2.81x is well above its historical average. This means that SWKS looks relatively expensive compared to its historical Price to Sales average, and thus it is more difficult to believe that there is significant price appreciation potential. In order for the stock to become more attractive, we would like to see a decline in the Price to Sales ratio of 38% just to return SWKS to its historical average.
SWKS Cash Earnings
As the old saying goes, "Cash is King!" We look at reported Cash Earnings, but the main emphasis of our analysis involves stripping out non-cash events such as depreciation from our cash earnings analysis. This helps us view the cash flows more clearly. Nevertheless, an analysis of Cash Earnings (both reported and otherwise) is absolutely pivotal to assessing a company's value, and currently SWKS is significantly above their historical average multiples of Cash Earnings, as calculated by our proprietary analysis. It is incredibly important to understand that for SWKS, the current level of Cash Earnings compared to its historical levels helps identify where SWKS is in relation to what the investing community was willing to pay for this level of Cash Earnings in the past. With a historical high Cash Earnings per share ratio of 19.71 and a historical low Cash Earnings per share ratio of 8.45, an investor can relate where value becomes optimal.
Just recall that when a stock's price, as in the cases of SWKS, is significantly elevated to the level of Cash Earnings being generated, the market has already priced in much of that value. For example, the historical average for SWKS's Price to Cash Earnings ratio is 15% below the current ratio of 16.24. That is not an insignificant amount, and diminishes our overall outlook on SWKS. However, you need to review several areas of a company's potential, and as management would point out, one metric is not the end-all-be-all of any analysis.
SWKS Dividends
While it is not necessary to pay an attractive dividend or a dividend at all, to receive a positive rating from Ockham, we view dividends as an additionally helpful measure in determining the future potential of any company. As of the time of this report, our data provider does not have historical data for SWKS. Therefore, we are not utilizing the dividends portion in our study. So, we do not know whether SWKS currently pays a dividend at present or not, we have an "expected dividend" payment listed in key fundamentals but cannot varify it.
The Latest News for SWKS Was Just on Mad Money
The latest news on Mad Money in regards to SWKS came through on RazorWire recently.
As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, SWKS has been less covered in the news compared to the rest of our universe of stocks. Crowd sentiment is neutral from the millions of opinions submitted through Motley Fool CAPS, which suggests most investors on their platform believe Skyworks Solutions, Incorporated will perform just about the same as the index. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on SWKS.
“… with today's unveiling of apple's ipad and the exploding demand for the mobile internet, cramer is taking the wireless pulse with SKYWORKS SOLUTIONS ceo to try to make you some ... …”
Skyworks Solutions, Incorporated Dividend News from Mad Money
Dividends are a management decision and can be seen as a signal of strength or weakness depending on the latest news. RazorWire captured a discussion of SWKS's dividends recently on Mad Money.
The Motley Fool CAPS data suggests that investors believe Skyworks Solutions, Incorporated will beat the market in the foreseeable future. As we analyze the results from RazorWire, one thing we do is rank each stock in terms of amount of news coverage. Recently, SWKS has been less covered in the news compared to the rest of our universe of stocks. After factoring in the current fundamentals versus their historically normal ranges, we have established a Fairly Valued stance on SWKS.
“… caller: pg, cat, wmt, wm and SWKS. > > interesting grouping here from my man from jersey. Waste management, mr. Steiner, is a good yield. We ought to get that gas story ... …”
It's Been a Month or More Since Mad Money Discussed Skyworks Solutions, Incorporated
There has not been much to report from SWKS in the last few weeks at least, but Mad Money talked about the stock recently.
Crowd sentiment is favorable on this stock, as measured by the Motley Fool CAPS survey. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Skyworks Solutions, Incorporated has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on SWKS because it trades within the price range that we would expect given current market conditions and fundamentals.
“… doi like SKYWORKS SOLUTIONS more, just so we know. I would rather have you in with skyworks. David? > > boo-yah. New year's greeting. I used to live on norton. …”
See Who is Talking About News from SWKS on Mad Money
News has broken via the television and viral blogs regarding SWKS, so investors should take an interest in learning what was said.
Be aware that crowd sentiment is favorable on this stock, as measured by the Motley Fool CAPS survey. When taking into account the amount of news coverage each stock normally sees as a percentage of the total, Skyworks Solutions, Incorporated has actually sunk a bit in comparison to the others. The Ockham valuation currently has a Fairly Valued stance on SWKS because it trades within the price range that we would expect given current market conditions and fundamentals.
“… SKYWORKS SOLUTIONS is cheap. A glitch in the product's cycle going from 3 g to 4g. Remember, long-term, long term, think smartphone tsunami and you won't go wrong. …”
Mad Money Talks about Shorts in this Market and SWKS
Short selling and Skyworks Solutions, Incorporated were part of the discussion on Mad Money, and investors both long and short will be interested in their discussion.
Time and time again they've been they've gotten smacked down from mcdonald's, beaten up on radio shack and whipped. How about how wrong they were on SKYWORKS SOLUTIONS? Or amazon. All heavily shorted stocks that turn into great -- >> buy buy buy! >> the bearish case has been refuted over and over again. That's right. They were shorting amazon, which was as cheap as walmart and totally loved? You can buy things there tax-free unlike walmart. What were these bears thinking?
“… earish case has been refuted over and over again. That's right. They were shorting amazon, which was as cheap as walmart and totally loved? You can buy things there tax-free unlike walmart. What were these bears thinking? …”
Street Signs Takes on Topic of Shorting as well as Discussion of SWKS
Buy cfx or norfolk southern. >> he's very well respected, time for one more, jim. On this front lets go ahead and do SKYWORKS SOLUTIONS. >> everyone was shorting this >> what do they do? >> power amplifiers for every everybody was short this phone. David altridge delivered. Now guys are telling me to short it because it has a head and shoulders.
“… altridge delivered. Now guys are telling me to short it because it has a head and shoulders. …”
Skyworks Solutions, Incorporated (SWKS) Discussed on CNBC's Squawk On The Street
Skyworks Solutions, Incorporated is in the news. Find out how this impacts SWKS trading on Ockham Research.
Growth or specialized providers who can offer them accelerated growth or entry into new markets. >> one of the stocks you like is SKYWORKS SOLUTIONS. >> right. >> well, sky works is a semiconductor provider into the handset business. They provide radio solutions wells power amplification solutions into cell phones and and what we like about this company is that this is a difficult business to be in but increasingly in the 3g, the
“… lutions wells power amplification solutions into cell phones and and what we like about this company is that this is a difficult business to be in but increasingly in the 3g, the …”
Skyworks Solutions, Incorporated (SWKS) Discussed on CNBC's Mad Money
Skyworks Solutions, Incorporated is in the news. Find out how this impacts SWKS trading on Ockham Research.
How are you? >> caller: good, good. I'm a huge fan of the mobile internet tsunami, and i'm really liking onn semiconductor -- >> and you should stay on. Some people are saying wait a second, jim, it's not as close as cyprus, SKYWORKS SOLUTIONS with our friend buddy pal dave aldrich. But onn has it going. Hey, man, all I do is read red sock, all I do is read patriots. Tyler in massachusetts. >> caller: a big boo-yah. >> i'll give you a brady boo-yah. He looked good. Yeah. Hey, my question is about rfmd. I bought them at 3.50. They've been going up a little they kind of went down. My question, should I buy >> all right. There is a concerted effort to spook all the internet stocks down, the mobile internet. People are saying cancellations. I call these things figments of people's imagination. Rf micro is doing terrific. Skyworks is doing terrific. Cyprus is doing terrific. Apple is just a few from its high. I say that you buy rf, you buy onn semi, you buy apple. Don't forget my $264 price target.
“… iend buddy pal dave aldrich. But onn has it going. Hey, man, all I do is read red sock, all I do is read patriots. Tyler in massachusetts. >> caller: a big boo-yah. >> i'll give you a brady boo-yah. He looked good. Yeah. Hey, my question is about rfmd. I bought them at 3.50. They've been going up a little they kind of went down. My question, should I buy >> all right. There is a concerted effort to spook all the internet stocks down, the mobile internet. People are saying cancellations. I call these things figments of people's imagination. Rf micro is doing terrific. Skyworks is doing terrific. Cyprus is doing terrific. Apple is just a few from its high. I say that you buy rf, you buy onn semi, you buy apple. Don't forget my $264 price target. …”
Skyworks Solutions, Incorporated (SWKS) Discussed on CNBC's Mad Money
Skyworks Solutions, Incorporated is in the news. Find out how this impacts SWKS trading on Ockham Research.
Find yourself a shortage! You've heard all about the mobile internet tsunami on this show. Boy, you would make money today, holy cow. The smart phone revolution -- remember yesterday, we had david aldrich, one of our favorite guys, SKYWORKS SOLUTIONS up 10% and they make the power amplifiers for these phones. He came on the show to talk about how business is booming, because he just raised his fourth quarter forecast to genuine, much better than as I said at the top of the show, much better than expected. When it isn't expected is huge. Smart phones have gone from luxuries to necessities. As everyone wants to have voice data e-mail, storage, photos, facebook, twitter, you name it. All in one gadget. And that's created a gigantic band width shortage. We just don't have the mobile internet infrastructure to
“… 0% and they make the power amplifiers for these phones. He came on the show to talk about how business is booming, because he just raised his fourth quarter forecast to genuine, much better than as I said at the top of the show, much better than expected. When it isn't expected is huge. Smart phones have gone from luxuries to necessities. As everyone wants to have voice data e-mail, storage, photos, facebook, twitter, you name it. All in one gadget. And that's created a gigantic band width shortage. We just don't have the mobile internet infrastructure to …”
Skyworks Solutions, Incorporated (SWKS) Discussed on CNBC's Mad Money
Skyworks Solutions, Incorporated is in the news. Find out how this impacts SWKS trading on Ockham Research.
We did a lot of work to try to fix that situation. Believe it or not. So we're now nauflt top-tier cellular oems, virtually all the smartphone examines with intel and broadcom we're in good shape on the network pcs. >> the SKYWORKS SOLUTIONS is breaking out above 13. Now you know the great story run by david auld rbi. Good to see you again, thank you again for making all our viewers so much money. >> appreciate it. >> announcer: coming up, back to school has consumers back in the queen of the crop? Plus, lightning strikes. Cramer goes electric, taking all your calls in a spine-chilling, overcharged "lightning round."
“… ut above 13. Now you know the great story run by david auld rbi. Good to see you again, thank you again for making all our viewers so much money. >> appreciate it. >> announcer: coming up, back to school has consumers back in the queen of the crop? Plus, lightning strikes. Cramer goes electric, taking all your calls in a spine-chilling, overcharged "lightning round." …”