Kingsoft Cloud Holdings Limited vs Skyworks Solutions Inc — how do they compare? Kingsoft Cloud Holdings Limited trades at $11.72 (market cap $3.53B), while Skyworks Solutions Inc trades at $68.66 (market cap $10.28B). The key difference: Skyworks Solutions Inc is far larger — about 2.9× Kingsoft Cloud Holdings Limited's market cap, and Skyworks Solutions Inc pays a 4.13% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| KC | SWKS | |
|---|---|---|
Market Cap | $3.53B | $10.28B |
Sector | Technology | Technology |
52-Week High | $18.21 | $83.40 |
52-Week Low | $8.58 | $52.50 |
Enterprise Value | $3.84B | $10.16B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
Kingsoft Cloud (KC) trades at $11.75, down 1.76% today, with a bullish technical signal supported by moving averages. The company shows strong revenue growth trends (37% YoY in Q1 2026) and has beaten EPS estimates for three consecutive quarters, though it remains unprofitable with a -9.39% net margin. Recent news highlights AI-driven growth momentum, with AI cloud billing now exceeding half of public cloud revenue.
The outlook is cautiously optimistic with 70% analyst buy ratings, but profitability challenges and significant capital expenditures pose risks. The stock's valuation appears reasonable with P/S of 2.22, though negative ROE and ROA indicate operational inefficiencies that need addressing for sustained growth.
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
Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →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 →