Comparison

ADVANCED MICRO DEVICES INC (AMD) vs SKYWORKS SOLUTIONS, INC. (SWKS)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMD

ADVANCED MICRO DEVICES INC

Semiconductors

Revenue, FY25: $34.64B
Net income: $4.34B
Operating cash flow: $7.71B
Free cash flow: $6.74B
Net margin: 12.51%
Operating margin: 10.66%
Gross margin: 49.52%

SWKS

SKYWORKS SOLUTIONS, INC.

Semiconductors

Revenue, FY25: $4.09B
Net income: $477M
Operating cash flow: $1.3B
Free cash flow: -
Net margin: 11.67%
Operating margin: 12.23%
Gross margin: 41.16%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMD	SWKS
Revenue growth, latest filed year	+34.34%	−2.18%
Piotroski F-score	8 of 9	6 of 9
P/E against its own history	77.65% above	106.29% above

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMD

Semiconductor supply
China
Export controls
Litigation
Tax
Supply chain

And 21 more.

SWKS

Semiconductor supply
Debt covenants
Litigation
China
Tax
Commodity prices

And 23 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.18% · 0.06%

Updated Sep 2, 2026 · the newer of the two companies' filings