Microsoft Corporation (MSFT)vsSkyworks Solutions Inc (SWKS)
MSFT
Microsoft Corporation
$416.67
+0.10%
TECHNOLOGY · Cap: $3.28T
SWKS
Skyworks Solutions Inc
$73.57
-7.96%
TECHNOLOGY · Cap: $11.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 7770% more annual revenue ($318.27B vs $4.04B). MSFT leads profitability with a 39.3% profit margin vs 8.9%. MSFT appears more attractively valued with a PEG of 1.42. MSFT earns a higher WallStSmart Score of 72/100 (B).
MSFT
Strong Buy72
out of 100
Grade: B
SWKS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MSFT.
Margin of Safety
+8.0%
Fair Value
$69.21
Current Price
$73.57
$4.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.3% — below average capital efficiency
Revenue declined 1.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bull Case : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Debt/Equity, Price/Book.
Bear Case : MSFT
The primary concerns for MSFT are P/E Ratio.
Bear Case : SWKS
The primary concerns for SWKS are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
MSFT profiles as a growth stock while SWKS is a value play — different risk/reward profiles.
SWKS carries more volatility with a beta of 1.48 — expect wider price swings.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 47/100), backed by strong 39.3% margins and 18.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?