MACOM Technology Solutions vs Skyworks Solutions
MTSI and SWKS 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 SWKS compare
MACOM Technology Solutions is the larger company, worth 1.4 times as much as Skyworks Solutions ($17.9B against $13.2B).
On earnings, Skyworks Solutions is cheaper: it trades at 45.4× trailing earnings, against 74.9× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (28.4% versus 0.06% for Skyworks Solutions).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with 7.2% at Skyworks Solutions.
Skyworks Solutions pays a dividend yielding 2.4%; MACOM Technology Solutions does not pay one.
MACOM Technology Solutions scores higher on the StockData Score (13 against 11 for Skyworks 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 | MTSI | SWKS |
|---|---|---|
| Size and price | ||
| Market cap | $17.9B | $13.2B |
| Share price | $234.39 | $87.58 |
| Change, 1 year | 53.5% | 11.2% |
| Change, 5 years | 219% | −46.6% |
| Beta (5Y) | 1.48 | 1.31 |
| Employees | 2,000 | 10K |
| StockData Score | ||
| Total score | 13 (better) | 11 |
| Valuation score | 0 | 1 (better) |
| Growth score | 3 (better) | 0 |
| Performance score | 5 (better) | 2 |
| Health score | 5 | 6 (better) |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/E | 74.9× | 45.4× (better) |
| P/S | 15.4× | 3.3× (better) |
| P/B | 11.6× | 2.3× (better) |
| EV/EBITDA | 66.9× | 40.5× (better) |
| P/FCF | 87.7× | 30.4× (better) |
| FCF yield | 1.1% | 3.3% (better) |
| Fair value | $123.70 | $60.75 |
| Margin of safety | −89.5% | −44.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 28.4% (better) | 0.06% |
| Revenue growth, 5Y average | 12.8% (better) | 4.0% |
| Net income growth (TTM) | – | −26.8% |
| EPS growth (TTM) | – | −22.8% |
| EPS growth, 5Y average | – | −8.5% |
| Profitability | ||
| Gross margin | 56.5% (better) | 40.7% |
| Operating margin | 18.1% (better) | 7.6% |
| Net margin | 20.7% (better) | 7.2% |
| FCF margin | 17.5% (better) | 10.8% |
| Return on equity | 17.2% (better) | 5.1% |
| Return on invested capital | 15.8% (better) | 5.6% |
| Financial health | ||
| Debt / equity | 0.22 (better) | 0.00 |
| Net debt / EBITDA | −1.23 | −2.62 |
| Interest coverage | – | 11.5× |
| Current ratio | 2.34 | 3.10 (better) |
| Altman Z-score | 18.94 (better) | 6.70 |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.4% |
| Payout ratio | – | 147% |
| Years of dividend growth | – | 12 |
| Dividend growth, 5Y average | – | 9.1% |
| Shareholder yield | 0.00% | 2.4% (better) |
| Ownership | ||
| Held by institutions | 95.9% | 122% |
| Held by insiders | 6.7% | 0.49% |
| Insider net buying, 12 months | −$320M | −$765K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 4.8% | 18.6% |
Go deeper
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
- SWKS stock overview
- SWKS income statement
- SWKS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.