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MACOM Technology Solutions Holdings, Inc. (MTSI) vs Semtech Corporation (SMTC)

MACOM Technology Solutions Holdings, Inc. and Semtech Corporation are both Semiconductors companies. MACOM Technology Solutions Holdings, Inc. is the larger, with a market value of $14.5B against $8.5B — 1.7× the size. MACOM Technology Solutions Holdings, Inc. trades at the lower P/E: 47.5× against 62.0×. MACOM Technology Solutions Holdings, Inc. grew revenue faster over the last twelve months: 37.3% against 17.8%. MACOM Technology Solutions Holdings, Inc. has the higher net margin (25.3% vs 13.1%) and the higher return on invested capital (14.6% vs 5.68%). Across the 22 metrics below, MACOM Technology Solutions Holdings, Inc. leads on 17 and Semtech Corporation on 5.

Valuation

Metric MTSI SMTC Semiconductors median
P/E 47.51 61.96 40.58
P/S 12.07 8.17 6.53
P/B 10.40 12.81 4.63
Price to free cash flow 56.82 52.16 50.51
EV/EBITDA 57.01 68.65 22.09
EV/Sales 11.78 8.42 5.41
Earnings yield 2.11% 1.61% 0.94%
Free cash flow yield 1.76% 1.92% 1.01%

Profitability

Metric MTSI SMTC Semiconductors median
Gross margin 58.03% 52.12% 52.12%
Operating margin 23.01% 8.04% 7.30%
Net margin 25.25% 13.12% 3.87%
Free cash flow margin 21.24% 15.66% 3.33%
Return on equity 0.00% 23.66% 1.15%
Return on assets 15.15% 10.09% 2.03%
Return on invested capital 14.56% 5.68% 2.66%

Growth

Metric MTSI SMTC Semiconductors median
Revenue growth (TTM) 37.26% 17.84% 17.60%
EPS growth (last fiscal year) 690.78% 79.65% 27.88%
Revenue growth, 5-year CAGR 16.95% 12.03% 5.14%
Net income growth, 5-year CAGR 54.59% 0.00% 0.00%

Health

Metric MTSI SMTC Semiconductors median
Debt to equity 0.24 0.66 0.13
Current ratio 2.53 1.70 3.35
Net debt to EBITDA (1.05) 3.54 0.58

Dividend

Metric MTSI SMTC Semiconductors median
Dividend yield — — 1.58%
Payout ratio — — 0.38

Size

Metric MTSI SMTC Semiconductors median
Market cap 14.54b 8.54b 4.99b

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