Skyworks Solutions Inc vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Skyworks Solutions Inc trades at $76.44 (market cap $18.08B), while USA Rare Earth Inc. Class A Common Stock trades at $10.13 (market cap $3.87B). The key difference: Skyworks Solutions Inc is far larger — about 4.7× USA Rare Earth Inc. Class A Common Stock's market cap, and Skyworks Solutions Inc pays a 4.13% dividend while USA Rare Earth Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Skyworks Solutions Inc for 50 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| SWKS | USAR | |
|---|---|---|
Market Cap | $18.08B | $3.87B |
Volume | 5,128,915 | 20,993,390 |
Sector | Technology | Basic Materials |
52-Week High | $91.45 | $33.68 |
52-Week Low | $52.50 | $10.32 |
Typical Hold Time | 50 Days | 0 Days |
Enterprise Value | $17.96B | $2.35B |
Dividend Yield | 4.13% | — |
Signals from Pluang's Aura AI — not financial advice
Skyworks Solutions (SWKS) trades at $76.56, up 2.49% with a bearish technical signal despite recent earnings beats. The stock shows declining revenue and profit margins over recent years but maintains strong analyst support with 60% buy ratings. The pending Qorvo merger represents a significant catalyst, with regulatory clearances obtained and potential for $500 million in synergies. Current valuation metrics include a P/E of 39.68 and P/S of 2.87.
The merger with Qorvo offers substantial growth potential through expanded scale and market diversification, though integration risks and declining financial metrics warrant caution. With the current price below the $79.70 consensus target, upside exists if merger benefits materialize, but investors face execution risk and competitive pressures in the semiconductor sector.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →