ESCO Technologies vs MACOM Technology Solutions
ESE and MTSI side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ESE and MTSI compare
MACOM Technology Solutions is the larger company, worth 3.0 times as much as ESCO Technologies ($17.7B against $6.0B).
On earnings, ESCO Technologies is cheaper: it trades at 19.1× trailing earnings, against 53.8× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (37.3% versus 27.0% for ESCO Technologies).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 25.3% compared with 24.4% at ESCO Technologies.
ESCO Technologies pays a dividend yielding 0.14%; MACOM Technology Solutions does not pay one.
ESCO Technologies scores higher on the StockData Score (21 against 17 for MACOM Technology Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESE | MTSI |
|---|---|---|
| Size and price | ||
| Market cap | $6.0B | $17.7B |
| Share price | $231.50 | $232.06 |
| Change, 1 year | 5.2% | 35.8% |
| Change, 5 years | 146% | 199% |
| Beta (5Y) | 0.87 | 1.50 |
| Employees | 3,425 | 2,000 |
| StockData Score | ||
| Total score | 21 (better) | 17 |
| Valuation score | 4 (better) | 2 |
| Growth score | 4 | 4 |
| Performance score | 4 | 6 (better) |
| Health score | 5 | 5 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 19.1× (better) | 53.8× |
| P/S | 4.6× (better) | 13.3× |
| P/B | 3.7× (better) | 10.4× |
| EV/EBITDA | – | 46.9× |
| P/FCF | 28.9× (better) | 60.6× |
| PEG | 0.35 (better) | 1.08 |
| FCF yield | 3.5% (better) | 1.7% |
| Fair value | $292.64 | $167.09 |
| Margin of safety | 20.9% (better) | −38.9% |
| Growth | ||
| Revenue growth (TTM) | 27.0% | 37.3% (better) |
| Revenue growth, 5Y average | 8.4% | 16.9% (better) |
| Net income growth (TTM) | 174% | – |
| EPS growth (TTM) | 173% | – |
| EPS growth, 5Y average | 24.8% | 51.5% (better) |
| Profitability | ||
| Gross margin | 42.0% | 58.0% (better) |
| Operating margin | – | 23.0% |
| Net margin | 24.4% | 25.3% (better) |
| FCF margin | 16.1% | 22.0% (better) |
| Return on equity | 21.4% | 22.2% (better) |
| Return on invested capital | – | 23.0% |
| Financial health | ||
| Debt / equity | 0.05 (better) | 0.20 |
| Net debt / EBITDA | – | −1.23 |
| Current ratio | 1.38 | 2.53 (better) |
| Altman Z-score | 5.97 | 18.46 (better) |
| Piotroski F-score | 4 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.14% | – |
| Payout ratio | 2.6% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 0.00% | – |
| Shareholder yield | 0.14% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 100% | 95.9% |
| Held by insiders | 39.9% | 6.8% |
| Insider net buying, 12 months | $0 (better) | −$283M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 3.2% | 4.0% |
Go deeper
- ESE stock overview
- ESE income statement
- ESE valuation and score
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.