Microchip Technology vs MACOM Technology Solutions
MCHP 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 MCHP and MTSI compare
Microchip Technology is the larger company, worth 2.3 times as much as MACOM Technology Solutions ($42.0B against $17.9B).
On earnings, MACOM Technology Solutions is cheaper: it trades at 74.9× trailing earnings, against 115× for Microchip Technology.
MACOM Technology Solutions grew revenue faster over the last twelve months (28.4% versus 20.9% for Microchip Technology).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with 9.3% at Microchip Technology.
Microchip Technology pays a dividend yielding 2.4%; MACOM Technology Solutions does not pay one.
MACOM Technology Solutions scores higher on the StockData Score (13 against 12 for Microchip Technology), 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 | MCHP | MTSI |
|---|---|---|
| Size and price | ||
| Market cap | $42.0B | $17.9B |
| Share price | $77.34 | $234.39 |
| Change, 1 year | 23.7% | 53.5% |
| Change, 5 years | −9.8% | 219% |
| Beta (5Y) | 1.67 | 1.48 |
| Employees | 18K | 2,000 |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 2 | 5 (better) |
| Health score | 4 | 5 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 115× | 74.9× (better) |
| P/S | 8.2× (better) | 15.4× |
| P/B | 6.5× (better) | 11.6× |
| EV/EBITDA | 32.0× (better) | 66.9× |
| P/FCF | 37.8× (better) | 87.7× |
| FCF yield | 2.6% (better) | 1.1% |
| Fair value | $33.00 | $123.70 |
| Margin of safety | −134% | −89.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 20.9% | 28.4% (better) |
| Revenue growth, 5Y average | −2.8% | 12.8% (better) |
| EPS growth, 5Y average | −19.5% | – |
| Profitability | ||
| Gross margin | 60.2% (better) | 56.5% |
| Operating margin | 15.5% | 18.1% (better) |
| Net margin | 9.3% | 20.7% (better) |
| FCF margin | 21.7% (better) | 17.5% |
| Return on equity | 7.2% | 17.2% (better) |
| Return on invested capital | 5.6% | 15.8% (better) |
| Financial health | ||
| Debt / equity | 0.83 | 0.22 (better) |
| Net debt / EBITDA | 3.46 (better) | −1.23 |
| Interest coverage | 3.7× | – |
| Current ratio | 1.92 | 2.34 (better) |
| Altman Z-score | 4.28 | 18.94 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 2.4% | – |
| Payout ratio | 206% | – |
| Years of dividend growth | 17 | – |
| Dividend growth, 5Y average | 19.5% | – |
| Buyback yield | −0.15% | – |
| Shareholder yield | 2.2% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 100% | 95.9% |
| Held by insiders | 2.0% | 6.7% |
| Insider net buying, 12 months | −$71.1M (better) | −$320M |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | – | 4.8% |
Go deeper
- MCHP stock overview
- MCHP income statement
- MCHP valuation and score
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.