MACOM Technology Solutions (MTSI) Competitors

$102.85
+3.87 (+3.91%)
(As of 05/3/2024 ET)

MTSI vs. RMBS, LSCC, CRUS, SLAB, POWI, DIOD, SMTC, AMBA, DQ, and CSIQ

Should you be buying MACOM Technology Solutions stock or one of its competitors? The main competitors of MACOM Technology Solutions include Rambus (RMBS), Lattice Semiconductor (LSCC), Cirrus Logic (CRUS), Silicon Laboratories (SLAB), Power Integrations (POWI), Diodes (DIOD), Semtech (SMTC), Ambarella (AMBA), Daqo New Energy (DQ), and Canadian Solar (CSIQ). These companies are all part of the "semiconductors & related devices" industry.

MACOM Technology Solutions vs.

Rambus (NASDAQ:RMBS) and MACOM Technology Solutions (NASDAQ:MTSI) are both mid-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, dividends, media sentiment, profitability, analyst recommendations, community ranking, institutional ownership and risk.

Rambus has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500. Comparatively, MACOM Technology Solutions has a beta of 1.65, indicating that its stock price is 65% more volatile than the S&P 500.

MACOM Technology Solutions received 216 more outperform votes than Rambus when rated by MarketBeat users. Likewise, 72.13% of users gave MACOM Technology Solutions an outperform vote while only 61.43% of users gave Rambus an outperform vote.

CompanyUnderperformOutperform
RambusOutperform Votes
387
61.43%
Underperform Votes
243
38.57%
MACOM Technology SolutionsOutperform Votes
603
72.13%
Underperform Votes
233
27.87%

Rambus has a net margin of 78.14% compared to Rambus' net margin of 10.01%. MACOM Technology Solutions' return on equity of 16.99% beat Rambus' return on equity.

Company Net Margins Return on Equity Return on Assets
Rambus78.14% 16.99% 13.98%
MACOM Technology Solutions 10.01%12.67%7.64%

88.5% of Rambus shares are held by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are held by institutional investors. 1.0% of Rambus shares are held by insiders. Comparatively, 22.8% of MACOM Technology Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, Rambus and Rambus both had 19 articles in the media. Rambus' average media sentiment score of 0.97 beat MACOM Technology Solutions' score of 0.50 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rambus
6 Very Positive mention(s)
6 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
MACOM Technology Solutions
6 Very Positive mention(s)
6 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Rambus presently has a consensus target price of $77.75, indicating a potential upside of 38.64%. MACOM Technology Solutions has a consensus target price of $105.78, indicating a potential upside of 2.85%. Given MACOM Technology Solutions' stronger consensus rating and higher possible upside, analysts clearly believe Rambus is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rambus
0 Sell rating(s)
0 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
3.00
MACOM Technology Solutions
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.89

Rambus has higher earnings, but lower revenue than MACOM Technology Solutions. Rambus is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rambus$461.12M13.20$333.90M$3.2717.15
MACOM Technology Solutions$648.41M11.43$91.58M$0.88116.88

Summary

Rambus beats MACOM Technology Solutions on 9 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MTSI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MTSI vs. The Competition

MetricMACOM Technology SolutionsSemiconductors & related devices IndustryComputer SectorNASDAQ Exchange
Market Cap$7.41B$44.41B$20.64B$7.72B
Dividend YieldN/A2.17%2.79%3.95%
P/E Ratio116.8817.04216.2815.05
Price / Sales11.4315.55530.0688.37
Price / Cash38.0121.5029.1736.12
Price / Book7.095.676.644.36
Net Income$91.58M$922.68M$638.65M$214.85M
7 Day Performance1.12%1.99%1.14%2.26%
1 Month Performance2.17%-3.73%-1.17%-2.35%
1 Year Performance82.29%32.28%30.14%9.00%

MACOM Technology Solutions Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RMBS
Rambus
3.9987 of 5 stars
$54.82
-9.4%
$77.75
+41.8%
+20.0%$5.95B$461.12M18.27623Earnings Report
Gap Up
LSCC
Lattice Semiconductor
3.4377 of 5 stars
$68.60
-10.7%
$83.36
+21.5%
-13.0%$9.44B$737.15M37.081,156Analyst Report
Gap Up
High Trading Volume
CRUS
Cirrus Logic
2.9812 of 5 stars
$88.57
-1.9%
$96.43
+8.9%
+7.5%$4.77B$1.90B28.121,702Upcoming Earnings
Short Interest ↑
News Coverage
Gap Up
SLAB
Silicon Laboratories
0.6513 of 5 stars
$121.49
-1.8%
$135.00
+11.1%
-9.5%$3.88B$782.26M-36.701,846Gap Up
POWI
Power Integrations
4.0426 of 5 stars
$66.72
-1.7%
$86.17
+29.1%
-6.8%$3.80B$444.54M68.78819Upcoming Earnings
Gap Up
DIOD
Diodes
1.6841 of 5 stars
$73.01
-1.3%
$72.40
-0.8%
-12.6%$3.37B$1.66B14.878,635Upcoming Earnings
Short Interest ↑
News Coverage
SMTC
Semtech
2.6899 of 5 stars
$37.62
+1.5%
$39.85
+5.9%
+115.6%$2.43B$868.76M-2.211,917News Coverage
AMBA
Ambarella
1.9345 of 5 stars
$45.97
+1.6%
$71.08
+54.6%
-25.2%$1.88B$226.47M-10.84915Gap Up
DQ
Daqo New Energy
4.3203 of 5 stars
$19.20
-10.9%
$36.23
+88.7%
-54.9%$1.26B$2.31B3.554,099Earnings Report
Analyst Report
News Coverage
Gap Down
CSIQ
Canadian Solar
4.2989 of 5 stars
$16.21
-1.4%
$31.78
+96.0%
-53.2%$1.05B$7.61B4.1818,423Upcoming Earnings
Analyst Revision
News Coverage
Gap Up

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This page (NASDAQ:MTSI) was last updated on 5/5/2024 by MarketBeat.com Staff

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