BHP Billiton Limited vs Skyworks Solutions Inc — how do they compare? BHP Billiton Limited trades at $90.62 (market cap $229.15B), while Skyworks Solutions Inc trades at $68.28 (market cap $10.28B). The key difference: BHP Billiton Limited is far larger — about 22.3× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays the higher dividend (4.13%). Which is the better fit depends on your goals.
| BHP | SWKS | |
|---|---|---|
Market Cap | $229.15B | $10.28B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $83.40 |
52-Week Low | $52.14 | $52.50 |
Enterprise Value | $243.35B | $10.16B |
Dividend Yield | 2.95% | 4.13% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $90.38, down 0.25% on the day, with a bullish technical signal driven by moving averages. The company reported Q4 2025 EPS of $2.24, missing expectations of $2.41, but maintains strong profitability with an 18.97% net income margin. Recent news highlights labor strikes at Port Hedland iron ore operations, potentially impacting production, while institutional buying activity signals confidence.
Outlook is mixed: solid fundamentals and copper demand from AI data centers offer growth potential, but strikes and valuation concerns pose risks. Analysts are cautious with 64.52% hold ratings, reflecting balanced near-term uncertainty amid long-term resource strengths.
Skyworks Solutions (SWKS) trades at $69.82, up 1.5% today, with a bullish technical signal and strong recent earnings beats. The company reported Q3 2026 EPS of $1.08, exceeding expectations, driven by broad markets and AI data center growth. However, revenue and net income have trended downward from 2022 peaks. Analyst consensus is a Buy (58.34%), with a $66.00 price target, though the current price exceeds this. The pending Qorvo combination is a key strategic focus.
The outlook is mixed; solid execution and the Qorvo deal offer long-term potential, but near-term revenue contraction, margin pressure, and a recent SEC investigation pose risks. The stock's valuation appears full relative to earnings growth, suggesting cautious optimism is warranted amid integration uncertainties and macroeconomic headwinds affecting the semiconductor sector.
Trailing returns across standard periods
BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →Skyworks Solutions produces semiconductors for wireless handsets and other devices that are used to enable wireless connectivity. Its main products include power amplifiers, filters, switches, and integrated front-end modules that support wireless transmissions. Skyworks' customers are mostly large smartphone manufacturers, but the firm also has a growing presence in nonhandset applications such as wireless routers, medical devices, and automobiles.
Read more on SWKS →