FormFactor vs MACOM Technology Solutions
FORM 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 FORM and MTSI compare
MACOM Technology Solutions is the larger company, worth 2.6 times as much as FormFactor ($17.7B against $6.8B).
On earnings, FormFactor is cheaper: it trades at 40.0× trailing earnings, against 53.8× for MACOM Technology Solutions.
MACOM Technology Solutions grew revenue faster over the last twelve months (37.3% versus 29.1% for FormFactor).
MACOM Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 25.3% compared with 17.7% at FormFactor.
MACOM Technology Solutions scores higher on the StockData Score (17 against 14 for FormFactor), 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 | FORM | MTSI |
|---|---|---|
| Size and price | ||
| Market cap | $6.8B | $17.7B |
| Share price | $87.53 | $232.06 |
| Change, 1 year | 69.5% | 35.8% |
| Change, 5 years | 104% | 199% |
| Beta (5Y) | 1.70 | 1.50 |
| Employees | 2,153 | 2,000 |
| StockData Score | ||
| Total score | 14 | 17 (better) |
| Valuation score | 2 | 2 |
| Growth score | 3 | 4 (better) |
| Performance score | 4 | 6 (better) |
| Health score | 5 | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 40.0× (better) | 53.8× |
| P/S | 7.0× (better) | 13.3× |
| P/B | 5.8× (better) | 10.4× |
| EV/EBITDA | 35.9× (better) | 46.9× |
| P/FCF | 37.7× (better) | 60.6× |
| PEG | 19.88 | 1.08 (better) |
| FCF yield | 2.7% (better) | 1.7% |
| Fair value | $74.96 | $167.09 |
| Margin of safety | −16.8% (better) | −38.9% |
| Growth | ||
| Revenue growth (TTM) | 29.1% | 37.3% (better) |
| Revenue growth, 5Y average | 2.5% | 16.9% (better) |
| Net income growth (TTM) | 325% | – |
| EPS growth (TTM) | 321% | – |
| EPS growth, 5Y average | −7.0% | 51.5% (better) |
| Profitability | ||
| Gross margin | 47.1% | 58.0% (better) |
| Operating margin | 18.3% | 23.0% (better) |
| Net margin | 17.7% | 25.3% (better) |
| FCF margin | 18.5% | 22.0% (better) |
| Return on equity | 15.8% | 22.2% (better) |
| Return on invested capital | 20.2% | 23.0% (better) |
| Financial health | ||
| Debt / equity | 0.01 (better) | 0.20 |
| Net debt / EBITDA | −2.14 | −1.23 |
| Current ratio | 3.68 (better) | 2.53 |
| Altman Z-score | 18.24 | 18.46 (better) |
| Piotroski F-score | 5 | 7 (better) |
| Dividends and buybacks | ||
| Buyback yield | 0.00% | – |
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 92.4% | 95.9% |
| Held by insiders | 0.87% | 6.8% |
| Insider net buying, 12 months | −$22.9M (better) | −$283M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 3.6% | 4.0% |
Go deeper
- FORM stock overview
- FORM income statement
- FORM valuation and score
- MTSI stock overview
- MTSI income statement
- MTSI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.