MACOM Technology Solutions vs Photronics
MTSI and PLAB 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 MTSI and PLAB compare
MACOM Technology Solutions is the larger company, worth 11 times as much as Photronics ($17.7B against $1.6B).
On earnings, Photronics is cheaper: it trades at 9.7× trailing earnings, against 53.8× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (37.3% versus 1.2% for Photronics).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 25.3% compared with 19.0% at Photronics.
MACOM Technology Solutions scores higher on the StockData Score (17 against 16 for Photronics), 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 | MTSI | PLAB |
|---|---|---|
| Size and price | ||
| Market cap | $17.7B | $1.6B |
| Share price | $232.06 | $27.55 |
| Change, 1 year | 35.8% | 22.7% |
| Change, 5 years | 199% | 95.9% |
| Beta (5Y) | 1.50 | 1.70 |
| Employees | 2,000 | 1,908 |
| StockData Score | ||
| Total score | 17 (better) | 16 |
| Valuation score | 2 | 5 (better) |
| Growth score | 4 (better) | 1 |
| Performance score | 6 (better) | 5 |
| Health score | 5 | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 53.8× | 9.7× (better) |
| P/S | 13.3× | 1.9× (better) |
| P/B | 10.4× | 1.3× (better) |
| EV/EBITDA | 46.9× | 5.2× (better) |
| P/FCF | 60.6× | 14.7× (better) |
| PEG | 1.08 (better) | 1.75 |
| FCF yield | 1.7% | 6.8% (better) |
| Fair value | $167.09 | $58.44 |
| Margin of safety | −38.9% | 52.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 37.3% (better) | 1.2% |
| Revenue growth, 5Y average | 16.9% (better) | 6.9% |
| Net income growth (TTM) | – | 52.2% |
| EPS growth (TTM) | – | 61.4% |
| EPS growth, 5Y average | 51.5% (better) | 34.4% |
| Profitability | ||
| Gross margin | 58.0% (better) | 33.7% |
| Operating margin | 23.0% (better) | 22.5% |
| Net margin | 25.3% (better) | 19.0% |
| FCF margin | 22.0% (better) | 12.7% |
| Return on equity | 22.2% (better) | 13.7% |
| Return on invested capital | 23.0% | 29.2% (better) |
| Financial health | ||
| Debt / equity | 0.20 | 0.00 (better) |
| Net debt / EBITDA | −1.23 | −2.45 |
| Current ratio | 2.53 | 4.94 (better) |
| Altman Z-score | 18.46 (better) | 5.79 |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | – | 0.00% |
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 95.9% | 93.4% |
| Held by insiders | 6.8% | 3.2% |
| Insider net buying, 12 months | −$283M | −$24.2M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 4.0% | 7.1% |
Go deeper
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
- PLAB stock overview
- PLAB income statement
- PLAB valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.