Knowles vs MACOM Technology Solutions
KN and MTSI side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How KN and MTSI compare
MACOM Technology Solutions is the larger company, worth 6.7 times as much as Knowles ($19.1B against $2.9B).
On earnings, Knowles is cheaper: it trades at 41.2× trailing earnings, against 79.8× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (28.4% versus 16.1% for Knowles).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with 10.8% at Knowles.
MACOM Technology Solutions scores higher on the StockData Score (13 against 10 for Knowles), 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 | KN | MTSI |
|---|---|---|
| Size and price | ||
| Market cap | $2.9B | $19.1B |
| Share price | $33.81 | $249.86 |
| Change, 1 year | 49.4% | 40.0% |
| Change, 5 years | 53.3% | 222% |
| Beta (5Y) | 1.27 | 1.51 |
| Employees | 5,200 | 2,000 |
| StockData Score | ||
| Total score | 10 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 4 | 5 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 41.2× (better) | 79.8× |
| P/S | 4.3× (better) | 16.4× |
| P/B | 3.6× (better) | 12.4× |
| EV/EBITDA | 21.7× (better) | 71.4× |
| P/FCF | – | 93.5× |
| FCF yield | – | 1.1% |
| Fair value | $28.07 | $123.48 |
| Margin of safety | −20.4% (better) | −102% |
| Growth | ||
| Revenue growth (TTM) | 16.1% | 28.4% (better) |
| Revenue growth, 5Y average | −4.9% | 12.8% (better) |
| Net income growth (TTM) | 71.9% | – |
| EPS growth (TTM) | 70.8% | – |
| EPS growth, 5Y average | 48.2% | – |
| Profitability | ||
| Gross margin | 44.4% | 56.5% (better) |
| Operating margin | 14.6% | 18.1% (better) |
| Net margin | 10.8% | 20.7% (better) |
| FCF margin | – | 17.5% |
| Return on equity | 9.3% | 17.2% (better) |
| Return on invested capital | 9.6% | 15.8% (better) |
| Financial health | ||
| Debt / equity | 0.15 (better) | 0.22 |
| Net debt / EBITDA | 0.51 (better) | −1.23 |
| Current ratio | 2.94 (better) | 2.34 |
| Altman Z-score | 6.69 | 20.11 (better) |
| Piotroski F-score | – | 5 |
| Dividends and buybacks | ||
| Buyback yield | 2.0% | – |
| Shareholder yield | 2.0% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 103% | 95.9% |
| Held by insiders | 2.2% | 6.8% |
| Insider net buying, 12 months | −$24.4M (better) | −$283M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.5% | 4.0% |
Go deeper
- KN stock overview
- KN income statement
- KN 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.