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

The structural profiles are close, with Skyworks Solutions carrying a narrow edge on valuation. The remaining gap is narrow enough that the comparison remains open to different readings. 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

The comparison is mainly decided in valuation, with the rest of the profile carrying less weight.

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. GFS and SWKS share the same industry classification.

For a similarity-based comparison, see how GLOBALFOUNDRIES and Skyworks Solutions each position within their functional peer groups in AssetNext.

Peer-Relative Score
GFS
GLOBALFOUNDRIES Inc.
41
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
SWKS
Skyworks Solutions, Inc.
46
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000

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

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: GFS vs SWKS Profitability 62 62 Stability 18 22 Valuation 43 57 Growth 28 31 GFS SWKS
Gap Ranking
#1 Valuation +14
#2 Stability +4
#3 Growth +3
#4 Profitability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for GFS and SWKS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer GFSSWKS Relative valuation Structural strength

Skyworks Solutions, Inc. and GLOBALFOUNDRIES Inc. look relatively close on structure, but the price setup still leans toward Skyworks Solutions, Inc..

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

Entry today — historical context

Where GFS and SWKS each sit in their own 4.7-year price and valuation history.

BASED ON 4.7-YEAR HISTORY GFS Elevated · above norm 0th 50th 100th 71 pct gap SWKS Lower · above norm 0th 50th 100th 96th 24th
Today SWKS sits in the lower portion of its own 5-year history (24th percentile), while GFS sits higher in its own history (96th). Within each stock's own 5-year context, SWKS is at a historically more favourable entry position than GFS. 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
Valuation
Both rank well on valuation, but Skyworks Solutions, Inc. still sits higher.
Valuation — Dominant Gap
GFS
43
SWKS
57
Gap+14in favour of SWKS

The multiple-based pricing edge comes from a forward P/E that is 12 turns lower.

What keeps the gap from being one-sided

Stability is the one area where GLOBALFOUNDRIES Inc. still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

The lead is visible, but pricing still does more of the work than the broader operating profile.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other close comparisons

Explore how GFS 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.