Strategy Inc. vs Skyworks Solutions Inc — how do they compare? Strategy Inc. trades at $97.33 (market cap $37.84B), while Skyworks Solutions Inc trades at $67.72 (market cap $10.28B). The key difference: Strategy Inc. is far larger — about 3.7× Skyworks Solutions Inc's market cap, and Skyworks Solutions Inc pays a 4.13% dividend while Strategy Inc. pays none. Which is the better fit depends on your goals.
| MSTR | SWKS | |
|---|---|---|
Market Cap | $37.84B | $10.28B |
Sector | Technology | Technology |
52-Week High | $394.39 | $83.40 |
52-Week Low | $82.31 | $52.50 |
Enterprise Value | $56.61B | $10.16B |
Dividend Yield | — | 4.13% |
Signals from Pluang's Aura AI — not financial advice
MSTR trades at $97.33, down 2.68% on the day, with a bearish technical signal and weak fundamentals including a negative net income margin of -6,102.96% and three consecutive quarterly earnings misses. The company's performance remains heavily influenced by its Bitcoin holdings, with recent news highlighting Bitcoin sales to fund stock buybacks and address capital structure concerns.
The outlook is mixed: analyst consensus is bullish with a $210 price target, but high leverage, volatile Bitcoin exposure, and persistent losses pose significant risks. Investment appeal hinges on Bitcoin's recovery and management's ability to stabilize finances, making it speculative for equity investors.
Skyworks Solutions (SWKS) trades at $68.79, down 2.59% on the day, showing mixed technical signals with bullish moving averages but neutral oscillators. The company delivered three consecutive quarterly earnings beats, with Q3 2026 EPS of $1.08 exceeding expectations by $0.05. Revenue trends show contraction from $5.5B in 2022 to $4.1B in 2025, while profit margins declined from 23.24% to 11.67% over the same period. The pending Qorvo combination represents a significant strategic development, with regulatory approvals progressing and leadership teams announced.
The stock faces headwinds from revenue contraction and margin pressure, but strong institutional buying and analyst optimism (58% buy ratings) provide support. Key risks include integration challenges with Qorvo, ongoing margin compression, and mobile market concentration. Upside potential exists if the combination delivers synergies and AI data center growth accelerates.
Trailing returns across standard periods
Latest headlines on both assets
MicroStrategy Inc is a provider of enterprise analytics and mobility software. It offers MicroStrategy Analytics platform that delivers reports and dashboards and enables users to conduct ad hoc analysis and share insights through mobile devices or the Web
Read more on MSTR →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 →