Section 1: Company Overview and Fundamentals
1.1 Company Overview:
Skyworks Solutions, Inc. creates, produces, and sells semiconductor products, along with related intellectual property. Through new applications in the aerospace, automotive, broadband, cellular infrastructure, connected home, entertainment, and gaming, industrial, medical, and military markets, as well as the smartphone, tablet, and wearable markets, the company's analogue semiconductors are tying together people, places, and things. In Asia, Europe, and North America, it runs engineering, production, sales, and support facilities.
1.2 The Key Positives, Negatives, and Investment summary
1.3 Key Metrics:
SWKS has comparatively performed better and more efficiently than its peers at all levels of operations, which can be seen through higher profitability margins at all levels of operations. Lastly, SWKS generated an above-industry ROE in FY22 of 23.7% p.a. as compared to an industry median of 21.0% for industry median.
1.4 Top 10 shareholders:
The top 10 shareholders together form ~33.35% of the total shareholding, signifying diverse shareholding. The Vanguard Group, Inc., and BlackRock Institutional Trust Company, N.A. are the biggest shareholders, holding the maximum stake in the company at ~11.15% and ~6.13%, respectively.
Section 2: Business Updates and Financial Highlights
2.1 Recent Updates:
The below picture gives an overview of the recent updates:
2.2 Insights of FY22:
Section 3: Key Risks
Section 4: Stock Recommendation Summary:
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