Fundamental analysis SKYT (Skywater Technology Inc)

Updated on 09/08/2026

Method and analysis by Lubin Danilo, founder of Lubin Investment. Score computed automatically, with no human opinion.

We analyzed Skywater Technology stock against the 10 quality criteria of Lubin Investment. The company gets a quality score of 7/10, meaning medium quality.

Sector: Semiconductors. Listing: US. Current price: 32.46 USD.

Lubin scoring methodology

Skywater Technology Inc (SKYT)'s score is calculated automatically from 10 objective financial criteria, with no human intervention or opinion. Each criterion is validated (YES / PARTIAL / NO) based on thresholds drawn from the financial literature (Warren Buffett, Michael Mauboussin, Aswath Damodaran). The final score is the sum of validations.

The thresholds come from the financial literature, not from our preferences: see the valuation work of Aswath Damodaran (NYU Stern) and the SEC investor education resources (investor.gov).

Skywater Technology's accounts are public: you can check every figure in its official 10-K filings with the SEC (EDGAR).

The 10 quantitative criteria analyzed

1. Profitable: net margin > 5%
2. Growing revenue: revenue growing > 10%/year over 5 years
3. Growing earnings per share: FCF per share adjusted for stock-based compensation, > 10%/year over 5 years
4. Share count under control: stable or declining (net buybacks = value creation for shareholders)
5. Growing revenue per employee: revenue and revenue per employee both grow ≥ 10%/year over 5 years; partial when only one growth driver reaches its tier (fallback: free cash flow margin > 10% when employee history is unavailable)
6. Expanding margins: operating margin widens over 5 years (operating leverage)
7. Return on invested capital: Cash ROCE > 15% per year
8. Debt under control: net debt repayable in less than 3 years of free cash flow
9. Earnings converted to cash: free cash flow exceeds accounting net income
10. Net collection period: short or negative cash conversion cycle

Frequently asked questions

Is Skywater Technology a quality stock?

Skywater Technology gets a quality score of 7/10 (medium quality), calculated over the 10 Lubin Investment criteria: profitability, revenue and free cash flow growth, share buybacks, margins, debt and return on capital.

How is Skywater Technology's score calculated?

The score is the total of validated criteria (YES / PARTIAL / NO) using thresholds drawn from the financial literature (Warren Buffett, Mauboussin, Aswath Damodaran), automatically and with no human opinion.

Where to see Skywater Technology's full analysis?

The full interactive analysis (10-criteria detail, history, P/FCF valuation, sector comparisons) is available at https://lubin-investment.com/analyse/SKYT?lng=en.

Other stocks in the Semiconductors sector

• Actions Technology (688049.SS), score 10/10, P/FCF 35.3×
• Beijing XIAOCHENG Technology Stock (300139.SZ), score 10/10, P/FCF 64.9×
• Rambus (RMBS), score 9/10, P/FCF 38.1×
• NVIDIA (NVDA), score 9/10, P/FCF 45.3×

Go further

👉 See the full interactive analysis of SKYT

Other resources : All stocks in the Semiconductors sector.