FormFactor vs MACOM Technology Solutions
FORM and MTSI side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How FORM and MTSI compare
MACOM Technology Solutions is the larger company, worth 2.6 times as much as FormFactor ($17.9B against $6.8B).
On earnings, FormFactor is cheaper: it trades at 60.0× trailing earnings, against 74.9× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (28.4% versus 18.0% for FormFactor).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with 12.8% at FormFactor.
MACOM Technology Solutions scores higher on the StockData Score (13 against 12 for FormFactor), 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 | FORM | MTSI |
|---|---|---|
| Size and price | ||
| Market cap | $6.8B | $17.9B |
| Share price | $87.53 | $234.39 |
| Change, 1 year | 83.4% | 53.5% |
| Change, 5 years | 97.1% | 219% |
| Beta (5Y) | 1.66 | 1.48 |
| Employees | 2,153 | 2,000 |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 4 | 5 (better) |
| Health score | 5 | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 60.0× (better) | 74.9× |
| P/S | 7.6× (better) | 15.4× |
| P/B | 6.2× (better) | 11.6× |
| EV/EBITDA | 56.1× (better) | 66.9× |
| P/FCF | 50.2× (better) | 87.7× |
| PEG | 29.82 | – |
| FCF yield | 2.0% (better) | 1.1% |
| Fair value | $52.94 | $123.70 |
| Margin of safety | −65.3% (better) | −89.5% |
| Growth | ||
| Revenue growth (TTM) | 18.0% | 28.4% (better) |
| Revenue growth, 5Y average | 2.5% | 12.8% (better) |
| Net income growth (TTM) | 163% | – |
| EPS growth (TTM) | 161% | – |
| EPS growth, 5Y average | −7.0% | – |
| Profitability | ||
| Gross margin | 43.1% | 56.5% (better) |
| Operating margin | 12.9% | 18.1% (better) |
| Net margin | 12.8% | 20.7% (better) |
| FCF margin | 15.1% | 17.5% (better) |
| Return on equity | 11.0% | 17.2% (better) |
| Return on invested capital | 13.2% | 15.8% (better) |
| Financial health | ||
| Debt / equity | 0.01 (better) | 0.22 |
| Net debt / EBITDA | −2.88 | −1.23 |
| Current ratio | 4.08 (better) | 2.34 |
| Altman Z-score | 19.42 (better) | 18.94 |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Buyback yield | 0.02% | – |
| Shareholder yield | 0.02% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 92.4% | 95.9% |
| Held by insiders | 0.87% | 6.7% |
| Insider net buying, 12 months | −$22.1M (better) | −$320M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.2% | 4.8% |
Go deeper
- FORM stock overview
- FORM income statement
- FORM 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.