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

NVIDIA holds the cleaner structural position, with the lead spread across profitability and growth. Skyworks Solutions still has the edge on valuation, 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. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both profitability and growth materially support the lead. The overall score gap is 22 points in favour of NVIDIA Corporation.

INDUSTRY COMPARISON

Both operate in: Semiconductors

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

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

Peer-Relative Score
NVDA
NVIDIA Corporation
63
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
SWKS
Skyworks Solutions, Inc.
41
Peer-Score
Signal qualityHigh
Peer basis: S&P 500

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: NVDA vs SWKS Profitability 92 32 Stability 41 44 Valuation 52 70 Growth 57 9 NVDA SWKS
Gap Ranking
#1 Profitability +60
#2 Growth +48
#3 Valuation +18
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for NVDA and SWKS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer NVDASWKS Relative valuation Structural strength

NVIDIA Corporation holds the stronger structural profile, 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 NVDA and SWKS each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY NVDA Elevated · below norm 0th 50th 100th 85 pct gap SWKS Lower · above norm 0th 50th 100th 99th 14th
Today SWKS sits in the lower portion of its own 5-year history (14th percentile), while NVDA sits higher in its own history (99th). Within each stock's own 5-year context, SWKS is at a historically more favourable entry position than NVDA. 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
Profitability
NVIDIA Corporation ranks near the top of the group on profitability; Skyworks Solutions, Inc. sits in the weaker half.
Growth
On growth, NVIDIA Corporation is positioned higher in the group, while Skyworks Solutions, Inc. is closer to the middle.
Profitability — Dominant Gap
NVDA
92
SWKS
32
Gap+60in favour of NVDA

The profitability lead is mainly driven by a 57-point operating margin advantage.

What keeps the gap from being one-sided

Skyworks Solutions, Inc. still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how NVDA 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.