MACOM Technology Solutions Holdings, Inc. (MTSI) vs Skyworks Solutions, Inc. (SWKS)

MACOM Technology Solutions Holdings, Inc. and Skyworks Solutions, Inc. are both Semiconductors companies. MACOM Technology Solutions Holdings, Inc. is the larger, with a market value of $25.2B against $18.0B — 1.4× the size. Skyworks Solutions, Inc. trades at the lower P/E: 38.3× against 95.9×. MACOM Technology Solutions Holdings, Inc. grew revenue faster over the last twelve months: 28.4% against 0.06%. MACOM Technology Solutions Holdings, Inc. has the higher net margin (20.7% vs 7.23%) and the higher return on invested capital (10.3% vs 3.51%). Across the 22 metrics below, MACOM Technology Solutions Holdings, Inc. leads on 11 and Skyworks Solutions, Inc. on 11.

Valuation

Metric MTSI SWKS Semiconductors median
P/E 95.89 38.31 48.20
P/S 20.12 2.80 8.22
P/B 15.20 1.96 5.00
Price to free cash flow 120.63 27.50 51.38
EV/EBITDA 84.48 14.84 30.79
EV/Sales 19.90 2.85 8.57
Earnings yield 1.04% 2.61% 0.65%
Free cash flow yield 0.83% 3.64% 0.59%

Profitability

Metric MTSI SWKS Semiconductors median
Gross margin 56.54% 40.73% 52.28%
Operating margin 18.11% 7.61% 4.76%
Net margin 20.70% 7.23% 4.26%
Free cash flow margin 16.68% 10.18% 8.47%
Return on equity 17.18% 5.09% 2.59%
Return on assets 11.61% 3.83% 1.78%
Return on invested capital 10.26% 3.51% 2.27%

Growth

Metric MTSI SWKS Semiconductors median
Revenue growth (TTM) 28.36% 0.06% 16.92%
EPS growth (last fiscal year) (170.19%) (16.53%) 27.17%
Revenue growth, 5-year CAGR 12.78% 4.02% 5.83%
Net income growth, 5-year CAGR 0.00% (10.15%) 0.00%

Health

Metric MTSI SWKS Semiconductors median
Debt to equity 0.26 0.09 0.05
Current ratio 2.34 3.10 3.28
Net debt to EBITDA (1.15) (0.39) 0.58

Dividend

Metric MTSI SWKS Semiconductors median
Dividend yield — 2.85% 1.07%
Payout ratio — 1.10 0.40

Size

Metric MTSI SWKS Semiconductors median
Market cap 25.21b 17.95b 5.36b

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