Qorvo Inc. Common Stock (QRVO)

FairStock Score: 61/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Qorvo sells semiconductor solutions for wireless, wired, and power markets through HPA, CSG, and ACG. I start with price and value: at the close on 2026-10-05, the shares were $114.17, near the upper end of the 52-week range of $74.92-$121.09. FairStock calculations show a P/E of 26.49, P/B of 2.90, EV/EBITDA of 13.12, and a Graham Number of $61.78, leaving a negative margin of safety of 84.80%. That is not a Graham bargain. The Lynch category is TURNAROUND: it returned to profit after a loss within the last three years. The filed numbers support that: FY2024, ended 2024-03-30, had a net loss of $70.3M and diluted EPS of -$0.72; FY2025, ended 2025-03-29, earned $55.6M and $0.58; FY2026, ended 2026-03-28, earned $339.0M and $3.62. In fiscal Q3 2026, the quarter ended 2025-12-27, revenue was $993.0M, net income $164.1M, and diluted EPS $1.75. Cash generation is real: trailing free cash flow is $649.5M, a 6.5% FCF yield, with debt/equity of 0.45 and an Altman Z-Score of 3.01. But revenue is not growing: FY2026 was $3.7B, same as FY2025 and below FY2024's $3.8B. FairStock's ROE of 11.56% and ROCE of 6.71% are modest, and beta of 1.46 signals cyclicality. FairStock's PEG of 0.11 may look cheap, but it depends on a profit rebound continuing. I see an improving, cash-generative turnaround, not a wide-moat compounder.

In plain English: Qorvo makes chips and other parts used in wireless, wired, and power products. The company has moved from a loss to a solid profit and throws off cash, but sales have not been growing and the stock looks expensive compared with its accounting value. It looks like a turnaround that is improving, not a cheap bargain.

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Data as of 2026-10-05 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2025-12-27) · fiscal Q2 2026 10-Q (period ended 2025-09-27) · fiscal Q1 2026 10-Q (period ended 2025-06-28) · fiscal Q3 2025 10-Q (period ended 2024-12-28) · FY2026 10-K (period ended 2026-03-28) · FY2025 10-K (period ended 2025-03-29) · FY2024 10-K (period ended 2024-03-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer