Skyworks Solutions holds the cleaner structural position, with valuation as the main driver and stability adding further support. Arm still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.
The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (ARM: Nasdaq 100, SWKS: S&P 500).
The result is anchored in valuation, but profitability also reinforces the same direction. The overall score gap is 15 points in favour of Skyworks Solutions, Inc..
Both operate in: Semiconductors
This comparison is based on industry proximity, not on functional trajectory similarity. ARM and SWKS share the same industry classification.
For a similarity-based comparison, see how Arm and Skyworks Solutions each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
The structural gap is limited here, but current pricing still leans against Arm Holdings plc.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
The multiple-based pricing edge comes from a forward P/E that is 87 turns lower.
Stability still leans toward Arm Holdings plc, so the lead is real without reading as one-way.
Valuation settles the comparison, while pricing and stability keep the broader setup from looking fully aligned.
Break down the ARM vs SWKS comparison across all dimensions with the full interactive tool.
Explore how ARM and SWKS each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.