MACOM Technology Solutions vs Viavi Solutions
MTSI and VIAV 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 VIAV compare
MACOM Technology Solutions is the larger company, worth 2.4 times as much as Viavi Solutions ($17.9B against $7.4B).
Viavi Solutions grew revenue faster over the last twelve months (40.0% versus 28.4% for MACOM Technology Solutions).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 20.7% compared with −2.0% at Viavi Solutions.
MACOM Technology Solutions scores higher on the StockData Score (13 against 7 for Viavi 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 | VIAV |
|---|---|---|
| Size and price | ||
| Market cap | $17.9B | $7.4B |
| Share price | $234.39 | $29.92 |
| Change, 1 year | 53.5% | 114% |
| Change, 5 years | 219% | 89.5% |
| Beta (5Y) | 1.48 | 1.16 |
| Employees | 2,000 | 4,100 |
| StockData Score | ||
| Total score | 13 (better) | 7 |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 5 (better) | 0 |
| Health score | 5 (better) | 4 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 74.9× | – |
| P/S | 15.4× | 4.9× (better) |
| P/B | 11.6× | 5.1× (better) |
| EV/EBITDA | 66.9× | 66.4× (better) |
| P/FCF | 87.7× (better) | 89.2× |
| FCF yield | 1.1% (better) | 1.1% |
| Fair value | $123.70 | $15.30 |
| Margin of safety | −89.5% (better) | −95.6% |
| Growth | ||
| Revenue growth (TTM) | 28.4% | 40.0% (better) |
| Revenue growth, 5Y average | 12.8% (better) | 4.8% |
| Net income growth (TTM) | – | −187% |
| EPS growth (TTM) | – | −187% |
| Profitability | ||
| Gross margin | 56.5% | 57.7% (better) |
| Operating margin | 18.1% (better) | 6.9% |
| Net margin | 20.7% (better) | −2.0% |
| FCF margin | 17.5% (better) | 5.5% |
| Return on equity | 17.2% (better) | −2.7% |
| Return on invested capital | 15.8% (better) | 6.4% |
| Financial health | ||
| Debt / equity | 0.22 | 0.17 (better) |
| Net debt / EBITDA | −1.23 | −3.85 |
| Interest coverage | – | 2.2× |
| Current ratio | 2.34 (better) | 1.85 |
| Altman Z-score | 18.94 (better) | −31.59 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Buyback yield | – | 0.41% |
| Shareholder yield | 0.00% | 0.41% (better) |
| Ownership | ||
| Held by institutions | 95.9% | 97.5% |
| Held by insiders | 6.7% | 1.3% |
| Insider net buying, 12 months | −$320M | −$61.8M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 4.8% | 5.4% |
Go deeper
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
- VIAV stock overview
- VIAV income statement
- VIAV valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.