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MACOM Technology Solutions Holdings, Inc. (MTSI) vs Tower Semiconductor Ltd. (TSEM)

MACOM Technology Solutions Holdings, Inc. and Tower Semiconductor Ltd. are both Semiconductors companies. MACOM Technology Solutions Holdings, Inc. and Tower Semiconductor Ltd. are of similar size ($14.9B and $14.5B). Tower Semiconductor Ltd. trades at the lower P/E: 42.5× against 60.5×. MACOM Technology Solutions Holdings, Inc. grew revenue faster over the last twelve months: 28.4% against 21.6%. MACOM Technology Solutions Holdings, Inc. has the higher net margin (20.7% vs 19.4%) and the lower return on invested capital (10.3% vs 11.7%). Across the 22 metrics below, Tower Semiconductor Ltd. leads on 15 and MACOM Technology Solutions Holdings, Inc. on 7.

Valuation

Metric MTSI TSEM Semiconductors median
P/E 60.47 42.53 36.98
P/S 12.69 8.25 6.03
P/B 9.59 4.94 3.87
Price to free cash flow 76.06 47.75 43.80
EV/EBITDA 52.92 23.20 20.84
EV/Sales 12.47 7.53 5.07
Earnings yield 1.65% 2.35% 1.13%
Free cash flow yield 1.31% 2.09% 1.06%

Profitability

Metric MTSI TSEM Semiconductors median
Gross margin 56.54% 29.62% 52.21%
Operating margin 18.11% 19.17% 5.47%
Net margin 20.70% 19.36% 4.26%
Free cash flow margin 16.68% 0.00% 5.02%
Return on equity 17.18% 0.00% 2.86%
Return on assets 11.61% 9.80% 2.03%
Return on invested capital 10.26% 11.67% 2.28%

Growth

Metric MTSI TSEM Semiconductors median
Revenue growth (TTM) 28.36% 21.61% 17.60%
EPS growth (last fiscal year) (170.19%) 4.86% 27.66%
Revenue growth, 5-year CAGR 12.78% 4.35% 5.14%
Net income growth, 5-year CAGR 0.00% 21.78% 0.00%

Health

Metric MTSI TSEM Semiconductors median
Debt to equity 0.26 0.05 0.12
Current ratio 2.34 3.72 3.39
Net debt to EBITDA (1.15) (1.99) 0.53

Dividend

Metric MTSI TSEM Semiconductors median
Dividend yield — — 1.62%
Payout ratio — — 0.38

Size

Metric MTSI TSEM Semiconductors median
Market cap 14.54b 14.87b 5.69b

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