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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 stability. The remaining gap is narrow enough that the comparison remains open to different readings. The market setup broadly confirms the structural lead — Skyworks Solutions holds the more constructive position. That puts structure and market broadly in agreement — Skyworks Solutions's lead looks more confirmed than conflicted.

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 2026-08-16

The overall separation remains limited, with no one area creating a decisive distance.

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.
42
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.

Score differences across key dimensions.

Dimension spread: GFS vs SWKS Profitability 60 62 Stability 12 22 Valuation 48 57 Growth 38 31 GFS SWKS
Gap Ranking
#1 Stability +10
#2 Valuation +9
#3 Growth +7
#4 Profitability +2
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

The structural gap is limited here, but current pricing still leans against GLOBALFOUNDRIES 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 4.8-year price and valuation history.

BASED ON 4.8-YEAR HISTORY GFS Neutral · above norm 0th 50th 100th 36 pct gap SWKS Lower · above norm 0th 50th 100th 60th 24th
Today SWKS sits in the lower portion of its own 5-year history (24th percentile), while GFS sits higher in its own history (60th). 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
Stability
Both sit in the weaker half on stability, with GLOBALFOUNDRIES Inc. still coming out ahead.
Valuation
Both rank well on valuation, but Skyworks Solutions, Inc. still sits higher.
Stability — Dominant Gap
GFS
12
SWKS
22
Gap+10in favour of SWKS

The stability gap is visible, with the stronger side looking materially steadier through time.

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 result is clear, but it still looks less settled than a mature overall lead.

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.