Quality Investor

Qorvo, Inc.

Rank #233Capital Return

QRVO · Nasdaq · Technology

Qorvo, Inc. (QRVO) — Rank #233 by gross profitability (GP/assets 0.29) · ROE 10.1% · Piotroski F-Score 8 / 9.

As-of 2026-09-15 · CIK 0001604778 · all metrics point-in-time as of the filing date.

About

Qorvo, Inc. engages in development and commercialization of technologies and products for wireless, wired, and power markets in the United States, China, rest of Asia, Taiwan, and Europe.

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It operates through three segments: High Performance Analog (HPA), Connectivity and Sensors Group (CSG), and Advanced Cellular Group (ACG). The HPA segment supplies radio frequency, analog mixed signal, and power management solutions for defense and aerospace markets, as well as offers compound semiconductor foundry services, wafer processing, advanced packaging and heterogeneous integration solutions. The CSG segment supplies connectivity and sensor solutions featuring various technologies, such as UWB, Matter, Bluetooth Low Energy, Zigbee, Thread, Wi-Fi, and cellular solutions. It serves smart home, industrial automation, automotive, smartphones, wearables, gaming, and industrial and enterprise access points markets. The ACG segment supplies cellular solutions for smartphones, wearables, laptops, tablets, and various other devices. It also offers foundry services for defense primes and other defense and aerospace customers. The company sells its products directly to original equipment manufacturers and original design manufacturers, as well as through a network of sales representative firms and distributors. Qorvo, Inc.

was founded in 1957 and is headquartered in Greensboro, North Carolina.

Industry
Semiconductors
Sector
Technology
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
April 3
Website
qorvo.com

Price History

QRVO-37.1% · -8.8% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

$10.23B

P/E (annual)

32.0

P/S (annual)

2.8

P/B

3.1

P/OCF (annual)

12.7

Shareholder Yield

2.0%

Employees

5,200

Industry

Semiconductors

Exchange

Nasdaq

Signal Flags

2 green1 red
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Revenue declining YoYRevenue contracted year over year

Quality Profile

Profitability

1/1 pass
GP / assets
0.29
Return on equity
10.1%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.74
Current ratio
3.24×
Net cash
-$313.86M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
3.7%

Growth

1/2 pass
Revenue growth
-1.1%
Piotroski F-Score
8 / 9
Share dilution
-2.0%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

What Growth Is Priced In

Implied revenue growth (10Y)

4.6%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Buyback tailwind: -2.0% — per-share value needs a total required return of 2.6% once share-count change is priced in.

vs. own 6-year median revenue growth: 2.3%

priced above its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

0.5%

r = 10% (base)

4.6%

r = 12%

8.2%

Net debt / market cap: 2.9%

Base FCF: $679.6M3Y mean FCF: $623.4M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

25.0xCheap
11.7xmed 36.9x135.9x

P / S

Price / revenue per share

2.3xCheap
2.0xmed 2.7x5.2x

P / B

Price / book value per share

2.5xCheap
2.2xmed 2.7x4.5x

P / GP

Price / gross profit per share

5.0xCheap
4.9xmed 7.5x11.4x

P / FCF

Price / free cash flow per share

12.5xCheap
12.5xmed 15.5x22.5x

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.29

Primary signal (Novy-Marx).

12th of 17 SIC 3674 peers

Return on equity

10.1%

Gross margin

45.9%

14th of 17 SIC 3674 peers

Revenue growth (YoY)

-1.1%

RPO growth (YoY)

-10.4%

Remaining performance obligations growth — RPO > revenue = forward demand building.

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2023202420252026
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

1.0%

Revenue CAGR (5Y)

-1.7%

Earnings CAGR (3Y)

48.7%

FCF CAGR (3Y)

-0.2%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.74

12th of 16 SIC 3674 peers (best = lowest)

Current ratio

3.24×

9th of 17 SIC 3674 peers

Quick ratio

2.25×

Net cash

-$313.86M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$679.56M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.00

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.7%

Stock-based comp intensity.

Piotroski F-Score

F-Score

8 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20212026
Hypergrowth
Capital Return
Decline
Startup