TGM's two-stage DCF values Skyworks Solutions, Inc. (SWKS) between $86.99 and $129.46 depending on assumptions, with a base case of $102.24. Growth is taken from the company's own record (5-year revenue CAGR (FCF growth too volatile to use) (floored at 2%)), fading to 2.5% long-run; the discount rate (11.5%) reflects its beta.
What would today's price require?
$75.38 is justified only if free cash flow grows about -5.7% a year (fading to 2.5% long-run) at a 11.5% required return — slower than the company has actually grown.
| Scenario | FCF growth (fading to 2.5%) | Discount | Value / share |
|---|---|---|---|
| Conservative | 0.5%/yr | 12.5% | $86.99 |
| Base case | 2.0%/yr | 11.5% | $102.24 |
| Optimistic | 5.0%/yr | 10.5% | $129.46 |
| Third-party model estimate (FMP) | independent reference · retrieved Sep 8, 2026 · assumptions not provided | $79.56 | |
The FMP figure is a third-party point estimate. Its cash-flow forecast, discount rate, terminal growth, and valuation date are not included in the stored response, so TGMCharts presents it only as a reference—not as an intrinsic-value conclusion or price target.
Current Price
$75.38
Market-Implied Growth
-5.7%/yr
vs -3.3% 5Y actual
Model Scenario Range
$86.99 – $129.46
model output — not a price target
Edit the assumptions to see how they change the estimated fair value. Opens seeded with TGM's data-driven base case for SWKS (growth from its own 5-year record, discount from its beta), so the sandbox starts where the scenarios above leave off. Illustrative model — not investment advice.
Base inputs: FCF $1.4B · 0.15B shares · net cash $165.5M
Estimated Fair Value
$102.24
+35.6% vs $75.38
How the estimated fair value shifts with the discount rate (WACC) and terminal growth, holding your 2.0%/yr FCF growth and 10-year horizon fixed. Green = above today's $75.38; red = below. Your current case is outlined.
| WACC ↓ / Terminal → | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
|---|---|---|---|---|---|
| 9.5% | $118 | $124 | $131 | $139 | $148 |
| 10.5% | $105 | $110 | $115 | $121 | $127 |
| 11.5% | $94.86 | $98.36 | $102 | $107 | $111 |
| 12.5% | $86.30 | $89.10 | $92.16 | $95.54 | $99.29 |
| 13.5% | $79.17 | $81.44 | $83.92 | $86.62 | $89.58 |
