Fortinet Inc vs Skyworks Solutions Inc — how do they compare? Fortinet Inc trades at $194.7 (market cap $138.75B), while Skyworks Solutions Inc trades at $76.65 (market cap $12.15B). The key difference: Fortinet Inc is far larger — about 11.4× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays a 4.13% dividend while Fortinet Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fortinet Inc for 72 Days and Skyworks Solutions Inc for 50 Days on average.
| FTNT | SWKS | |
|---|---|---|
Market Cap | $138.75B | $12.15B |
Volume | 2,956,908 | 7,390,810 |
Sector | Technology | Technology |
52-Week High | $191.27 | $91.45 |
52-Week Low | $75.23 | $52.50 |
Typical Hold Time | 72 Days | 50 Days |
Enterprise Value | $135.17B | $12.03B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
Fortinet (FTNT) trades at $194.75, up 2.89% today and near its 52-week high of $203. The stock shows strong bullish momentum with consistent earnings beats (Q1-Q2 2026) and robust revenue growth from $4.4B in 2022 to $6.8B in 2025. Technical indicators signal bullish moving averages but overbought RSI levels. The company maintains exceptional profitability with 80.2% gross margins and 28.17% net income margins, though valuation multiples remain elevated with P/E at 66.82.
Outlook remains positive driven by cybersecurity demand and AI security tailwinds, with 2026 revenue guidance of $7.5B. Key risks include high valuation sensitivity and competitive pressures. Analyst consensus is mixed (42% Buy, 49% Hold) with $158.64 price target below current levels, suggesting cautious optimism amid strong fundamentals.
Skyworks Solutions (SWKS) trades at $76.35, down 8.49% in the last session, reflecting near-term pressure despite beating earnings estimates in recent quarters. The stock exhibits a bearish technical signal, with key support at $76, while fundamentals show declining revenue and net income margins over recent years. The pending merger with Qorvo represents a significant strategic development, aimed at enhancing scale and market diversification.
The investment outlook is mixed, with analyst consensus leaning bullish (60% buy ratings) and a price target of $78.80 offering modest upside. However, risks include execution challenges from the merger, competitive pressures in semiconductors, and ongoing profitability declines. The stock's current valuation at a P/E of 41.84 appears elevated relative to earnings growth trends.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →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 →