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SWKS vs SMTC vs ONTO

161 measures in 16 categories, one definition each, computed from filings and market data.
SWKS44.4
Skyworks Solutions, Inc.
Technology · Semiconductors
$79.70 +0.76%$12.0B mkt cap
Score DNA
SMTC72.7
Semtech Corporation
Technology · Semiconductors
$136.73 −5.19%$12.8B mkt cap
Score DNA
ONTO54.4
Onto Innovation Inc.
Technology · Semiconductors
$220.70 −4.87%$10.8B mkt cap
Score DNA

Price, rebased to 100 three years ago

SWKS   SMTC   ONTO   · weekly adjusted closes
050100150200250300350400450500550600650700750800850900Jan 24Apr 24Jul 24Oct 24Jan 25Apr 25Jul 25Oct 25Jan 26Apr 26Jul 26Oct 26SMTC 624ONTO 160SWKS 93
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.

Smart money

8 measures
MeasureSWKSSMTCONTO
Insider open-market buys, 180d 0 0 0
Insider $ bought, 180d — — —
Congress purchases, 180d 2 0 0
Last Congress purchase 2026-07-07 — —
13F net change in holders +40 — +113
ETFs adding shares, 30d 824 363 357
ETFs trimming, 30d 597 255 281
Net ETF funds, 30d +227 +108 +76

Valuation

16 measures
MeasureSWKSSMTCONTO
P/E (TTM) 41.3x
37th
82.9x
75th
81.7x
73rd
PEG (P/E ÷ 3-yr EPS CAGR) — — —
Price / sales 3.0x
19th
10.9x
59th
9.7x
55th
Price / book 2.1x
15th
17.0x
89th
5.6x
52nd
Price / tangible book 3.3x
13th
56.2x
91st
18.4x
70th
Price / free cash flow 61.1x
56th
70.3x
65th
42.9x
39th
Price / operating cash flow 25.1x
21st
63.1x
72nd
40.7x
52nd
Enterprise value $11.9B
60th
$13.1B
61st
$10.4B
57th
EV / sales 3.0x
19th
11.1x
63rd
9.3x
58th
EV / EBITDA 14.9x
20th
99.0x
84th
41.8x
62nd
EV / EBIT 35.9x
42nd
150.4x
92nd
65.9x
77th
EV / free cash flow 60.5x
56th
72.1x
72nd
41.3x
35th
Earnings yield 2.4%
75th
1.2%
49th
1.2%
51st
FCF yield 1.6%
60th
1.4%
53rd
2.3%
72nd
Operating cash flow yield 4.0%
84th
1.6%
44th
2.5%
60th
Graham number (per share) $40.58
65th
$15.98
21st
$48.21
73rd

Profitability (TTM)

12 measures
MeasureSWKSSMTCONTO
Gross margin 40.7%
36th
52.0%
60th
50.4%
56th
EBITDA margin 19.8%
53rd
11.3%
39th
22.2%
58th
Operating margin 7.9%
45th
12.7%
56th
12.5%
55th
EBIT margin 8.2%
46th
7.4%
45th
14.1%
55th
Net margin 7.2%
45th
13.1%
61st
11.8%
57th
NOPAT margin 7.0%
44th
34.6%
93rd
10.5%
53rd
FCF margin 4.9%
36th
15.5%
56th
22.5%
79th
Operating cash flow margin 11.9%
39th
17.2%
48th
23.8%
64th
R&D / revenue 21.1%
57th
18.6%
55th
12.7%
33rd
SG&A / revenue 10.9%
32nd
20.7%
72nd
18.2%
67th
Stock comp / revenue 5.8%
61st
7.1%
64th
2.8%
41st
Effective tax rate 11.0%
15th
— 16.1%
45th

Returns on capital

11 measures
MeasureSWKSSMTCONTO
ROE (on average equity) 5.1%
45th
23.7%
80th
6.8%
50th
ROA 3.8%
48th
10.1%
69th
4.5%
52nd
ROIC 5.0%
39th
38.0%
89th
7.8%
49th
ROCE 5.1%
44th
7.2%
52nd
4.6%
41st
Return on tangible assets 4.4%
43rd
5.7%
51st
5.4%
47th
Cash ROIC (OCF / invested capital) 8.5%
33rd
18.9%
62nd
17.6%
60th
Gross profitability (GP / assets) 22.0%
52nd
37.1%
80th
15.2%
25th
ROIC, 3-yr average 6.8%
51st
— —
ROIC, 5-yr average 11.8%
43rd
— -99.0%
0th
ROE, 5-yr average 13.3%
58th
— 9.8%
47th
Incremental ROIC 16.0%
54th
168.9%
93rd
-3.6%
27th

Growth

17 measures
MeasureSWKSSMTCONTO
Revenue growth (TTM YoY) 0.1%
14th
17.8%
51st
8.1%
30th
Revenue growth (QoQ) -0.9%
4th
17.5%
63rd
17.5%
64th
Revenue CAGR, 3 yr -6.8%
16th
12.7%
70th
7.7%
61st
Revenue CAGR, 5 yr -3.3%
12th
11.7%
67th
11.7%
65th
Gross profit CAGR, 3 yr -10.0%
14th
13.8%
69th
5.4%
53rd
Operating income CAGR, 3 yr -37.7%
18th
— -7.1%
38th
Net income growth (TTM YoY) -26.8%
15th
546.9%
93rd
-33.7%
12th
Net income CAGR, 3 yr -34.7%
21st
— -8.6%
36th
EPS growth (TTM YoY) -27.0%
15th
456.5%
93rd
-34.5%
12th
EPS CAGR, 3 yr -33.4%
26th
— -8.8%
41st
EPS CAGR, 5 yr -25.7%
7th
2.0%
37th
8.8%
54th
FCF growth (TTM YoY) -85.3%
0th
39.2%
61st
5.9%
37th
FCF CAGR, 3 yr -48.3%
5th
— 22.0%
76th
Operating cash flow CAGR, 3 yr -34.8%
4th
— 17.7%
68th
Book value CAGR, 3 yr 1.2%
29th
9.0%
54th
4.8%
40th
Dividend CAGR, 3 yr 1.0%
30th
— —
Sustainable growth rate -2.4%
6th
23.7%
79th
6.8%
37th

Margin history & stability

7 measures
MeasureSWKSSMTCONTO
Gross margin, 3-yr average 41.2%
36th
50.5%
60th
51.1%
61st
Operating margin, 3-yr average 14.3%
63rd
8.2%
51st
16.0%
68th
Net margin, 3-yr average 11.7%
59th
-30.6%
14th
16.5%
73rd
FCF margin, 3-yr average 24.5%
82nd
8.8%
45th
22.0%
76th
Revenue stability (0-1) 0.70
58th
0.89
78th
0.96
93rd
Earnings stability (0-1) 0.98
97th
0.00
4th
0.11
29th
Margin stability (0-1) 0.92
43rd
0.90
38th
0.98
85th

Liquidity (latest quarter)

7 measures
MeasureSWKSSMTCONTO
Cash & short-term investments $799.2M
55th
$204.1M
17th
$1.9B
75th
Net cash (− = net debt) $118.1M
41st
−$320.9M
21st
$410.4M
71st
Working capital $1.8B
69th
$305.4M
19th
$2.4B
76th
Current ratio 3.10
41st
1.70
8th
9.73
88th
Quick ratio 1.94
35th
1.31
15th
8.33
89th
Cash ratio (cash + ST investments / current liabilities) 0.91
24th
0.47
8th
6.93
89th
Defensive interval (days) 318 days
7th
295 days
5th
1,910 days
83rd

Leverage & solvency (latest quarter)

13 measures
MeasureSWKSSMTCONTO
Total debt $681.1M
61st
$525.0M
59th
$1.5B
71st
Debt / equity 0.12
45th
0.70
81st
0.77
83rd
Net debt / equity −0.02
68th
0.43
91st
−0.21
47th
Debt / assets 9.2%
47th
31.9%
77th
39.8%
88th
Debt / capital 10.6%
45th
41.2%
81st
43.4%
83rd
Debt / EBITDA 0.86
42nd
3.97
79th
5.91
89th
Net debt / EBITDA −0.15
67th
2.43
90th
−1.65
36th
Interest coverage (EBIT / interest) 12.4x
50th
2.7x
33rd
—
Cash interest coverage 18.0x
56th
6.3x
30th
—
Debt payback (years of OCF) 1.4 yrs
52nd
2.6 yrs
71st
5.5 yrs
91st
Liabilities / assets 22.7%
36th
54.5%
84th
48.0%
73rd
IS credit model rating AA BBB A+
Implied credit spread (bps) 80
19th
275
77th
125
45th

Efficiency

11 measures
MeasureSWKSSMTCONTO
Asset turnover 0.53
53rd
0.77
79th
0.38
21st
Fixed asset turnover 3.33
35th
11.16
89th
9.05
83rd
Inventory turnover 2.8
59th
3.2
72nd
1.7
13th
Receivables turnover 10.8
87th
7.3
67th
3.6
9th
Days sales outstanding 34 days
13th
50 days
33rd
101 days
91st
Days inventory outstanding 132 days
41st
115 days
28th
213 days
87th
Days payables outstanding 36 days
20th
45 days
37th
58 days
69th
Cash conversion cycle (days) 130 days
51st
120 days
44th
256 days
89th
Capex / revenue 7.0%
68th
1.8%
12th
1.2%
4th
Capex / depreciation 0.61
34th
0.46
19th
0.15
5th
Operating expense ratio 34.9%
55th
37.4%
64th
34.9%
54th

Cash flow & earnings quality

7 measures
MeasureSWKSSMTCONTO
Operating cash flow / net income 1.65
63rd
1.31
46th
2.01
69th
FCF / net income 0.68
29th
1.18
65th
1.90
87th
FCF / operating cash flow 41.0%
19th
89.7%
82nd
94.8%
96th
Capex / operating cash flow 59.0%
81st
10.3%
18th
5.2%
4th
Accruals ratio -2.5%
61st
-3.2%
56th
-4.6%
49th
Sloan accruals ratio -3.9%
20th
-7.3%
11th
32.2%
87th
Earnings quality score (0-1) 1.00
77th
1.00
77th
1.00
77th

Dividends & buybacks

9 measures
MeasureSWKSSMTCONTO
Dividend yield 3.6%
99th
0.0%
0th
0.0%
0th
Dividend per share (TTM) $2.84
91st
$0.00
0th
$0.00
0th
Payout ratio (dividends / net income) 146.7%
92nd
0.0%
0th
0.0%
0th
Dividends / FCF 216.9%
96th
0.0%
0th
0.0%
0th
Dividend growth (YoY) -3.4%
19th
— —
Buyback yield 0.4%
65th
1.7%
87th
3.3%
96th
Shareholder yield (dividends + buybacks) 3.9%
93rd
1.7%
76th
3.3%
91st
Share count change (YoY) 0.3%
27th
16.3%
89th
1.4%
44th
Buybacks, last 5 years $3.1B
83rd
$614.4M
72nd
$945.1M
75th

Scores & forensic checks

15 measures
MeasureSWKSSMTCONTO
IS score 44
25th
73
76th
54
44th
IS profitability 26
35th
75
75th
51
56th
IS growth 21
5th
72
59th
27
10th
IS value 57
96th
18
0th
32
28th
IS momentum 55
22nd
96
88th
60
30th
IS risk (safety) 100
12th
100
12th
100
12th
IS quality 70
49th
83
77th
71
52nd
IS balance sheet 87
57th
58
20th
81
39th
IS earnings quality 86
100th
79
96th
66
52nd
IS cash flow 38
35th
72
72nd
70
67th
Piotroski F-score (0-9) 6
43rd
7
65th
5
24th
Altman Z-score 5.4
25th
9.4
47th
7.9
41st
Beneish M-score −2.70
23rd
−2.42
52nd
−2.34
56th
Ohlson O-score −10.06
35th
−7.91
81st
−8.55
69th
IS credit score 87
65th
59
21st
76
47th

Per share

7 measures
MeasureSWKSSMTCONTO
EPS, diluted (TTM) $1.92
56th
$1.53
51st
$2.67
68th
Book value per share $38.05
83rd
$7.43
19th
$38.70
84th
Tangible book per share $19.21
76th
$2.42
16th
$20.65
79th
Revenue per share $26.62
75th
$11.65
44th
$22.55
69th
FCF per share $1.30
44th
$1.80
55th
$5.08
84th
Operating cash flow per share $3.17
64th
$2.01
44th
$5.36
79th
Cash per share $5.30
44th
$2.02
9th
$37.88
99th

Size (TTM)

8 measures
MeasureSWKSSMTCONTO
Market cap $12.0B
60th
$12.8B
61st
$10.8B
59th
Revenue $4.0B
71st
$1.2B
53rd
$1.1B
51st
EBITDA $794.3M
68th
$132.2M
43rd
$249.2M
52nd
Net income $290.1M
65th
$153.9M
55th
$132.6M
52nd
Free cash flow $196.3M
59th
$181.5M
56th
$252.5M
63rd
Total assets $7.4B
71st
$1.6B
41st
$3.7B
63rd
Shareholders' equity $5.7B
73rd
$748.9M
24th
$1.9B
57th
Employees 10,000
73rd
1,920
43rd
1,867
39th

Price performance

9 measures
MeasureSWKSSMTCONTO
1 day +0.8% −5.2% −4.9%
1 week +4.4% −27.0% −25.1%
1 month −12.7% −23.3% −11.8%
3 months +33.3% +8.6% −20.8%
6 months +36.3% +26.9% −24.1%
Year to date +26.3% +81.7% +33.0%
1 year +10.9% +95.9% +65.8%
3 years, cumulative −10.3% +472.1% +54.8%
5 years, cumulative −43.0% +76.5% +207.0%

Technicals

4 measures
MeasureSWKSSMTCONTO
RSI 14 48.6 34.4 29.0
From 52-week high −14.1% −32.3% −42.9%
From 52-week low +54.8% +126.8% +85.5%
Beta 1.48 2.42 1.58
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms