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Stock Comparison · Structural lead, mixed market

Cognex vs Skyworks Solutions: Which Stock Looks Stronger in 2026?

Skyworks Solutions holds the cleaner structural position, with the lead spread across growth and valuation. Cognex still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Cognex carries the stronger setup — intact trend against Skyworks Solutions's broken trend. That leaves a split case: the structural lead stays with Skyworks Solutions, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Growth points more clearly toward Cognex Corporation, even if the broader score still leans toward Skyworks Solutions, Inc..

Trajectory Similarity
0.65
Moderately similar
Peer-set rank: #12
within Cognex Corporation's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The strongest overlap appears in capital structure and margin trend.

Similarity drivers
capital structuremargin trend
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CGNX
Cognex Corporation
30
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000
vs
SWKS
Skyworks Solutions, Inc.
44
Peer-Score
Signal qualityHigh
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CGNX vs SWKS Profitability 9 37 Stability 22 45 Valuation 23 72 Growth 82 10 CGNX SWKS
Gap Ranking
#1 Growth +72
#2 Valuation +49
#3 Profitability +28
#4 Stability +23
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CGNX and SWKS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CGNXSWKS Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for Skyworks Solutions, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CGNX and SWKS each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CGNX Elevated · above norm 0th 50th 100th 69 pct gap SWKS Lower · above norm 0th 50th 100th 83rd 14th
Today SWKS sits in the lower portion of its own 5-year history (14th percentile), while CGNX sits higher in its own history (83rd). Within each stock's own 5-year context, SWKS is at a historically more favourable entry position than CGNX. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Cognex Corporation ranks near the top of the group on growth; Skyworks Solutions, Inc. sits in the weaker half.
Valuation
The same broad pattern appears on valuation: Skyworks Solutions, Inc. ranks near the top of the group, while Cognex Corporation stays in the weaker half.
Growth — Dominant Gap
CGNX
82
SWKS
10
Gap+72in favour of CGNX

The main growth separation is very wide, driven by a meaningfully stronger expansion profile.

What else supports the lead

Recent snapshots suggest this is not just a one-period edge; the lead has persisted across more than one cut of the data.

What this means for the comparison

The lead is built on both growth and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the CGNX vs SWKS comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how CGNX 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.

How AssetNext Peer Scores Work

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.