MACOM Technology Solutions vs Tower Semiconductor
MTSI and TSEM 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 TSEM compare
MACOM Technology Solutions grew revenue faster over the last twelve months (28.4% versus 9.1% for Tower Semiconductor).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with 14.1% at Tower Semiconductor.
MACOM Technology Solutions scores higher on the StockData Score (13 against 7 for Tower Semiconductor), 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 | TSEM |
|---|---|---|
| Size and price | ||
| Market cap | $17.9B | – |
| Share price | $234.39 | $166.48 |
| Change, 1 year | 53.5% | 99.4% |
| Change, 5 years | 219% | 373% |
| Beta (5Y) | 1.48 | 1.02 |
| Employees | 2,000 | 1,296 |
| StockData Score | ||
| Total score | 13 (better) | 7 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 0 |
| Performance score | 5 (better) | 4 |
| Health score | 5 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 74.9× | – |
| P/S | 15.4× | – |
| P/B | 11.6× | – |
| EV/EBITDA | 66.9× | – |
| P/FCF | 87.7× | – |
| FCF yield | 1.1% | – |
| Fair value | $123.70 | – |
| Margin of safety | −89.5% | – |
| Growth | ||
| Revenue growth (TTM) | 28.4% (better) | 9.1% |
| Revenue growth, 5Y average | 12.8% (better) | 4.4% |
| Net income growth (TTM) | – | 6.1% |
| EPS growth (TTM) | – | 4.9% |
| EPS growth, 5Y average | – | 20.6% |
| Profitability | ||
| Gross margin | 56.5% (better) | 23.2% |
| Operating margin | 18.1% (better) | 12.4% |
| Net margin | 20.7% (better) | 14.1% |
| FCF margin | 17.5% (better) | −3.1% |
| Return on equity | 17.2% (better) | 8.3% |
| Return on invested capital | 15.8% (better) | 10.9% |
| Financial health | ||
| Debt / equity | 0.22 | – |
| Net debt / EBITDA | −1.23 | −0.18 |
| Interest coverage | – | 53.1× |
| Current ratio | 2.34 | 4.91 (better) |
| Altman Z-score | 18.94 | – |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | – |
| Ownership | ||
| Held by institutions | 95.9% | 56.2% |
| Held by insiders | 6.7% | 0.75% |
| Insider net buying, 12 months | −$320M | −$60.0M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 4.8% | 4.1% |
Go deeper
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
- TSEM stock overview
- TSEM income statement
- TSEM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.