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

MACOM Technology Solutions Holdings, Inc. and Tower Semiconductor Ltd. are both Semiconductors companies. Tower Semiconductor Ltd. is the larger, with a market value of $25.5B against $22.0B — 1.2× the size. MACOM Technology Solutions Holdings, Inc. trades at the lower P/E: 89.2× against 89.7×. MACOM Technology Solutions Holdings, Inc. grew revenue faster over the last twelve months: 28.4% against 14.9%. MACOM Technology Solutions Holdings, Inc. has the higher net margin (20.7% vs 16.9%) and the higher return on invested capital (10.3% vs 9.97%). Across the 21 metrics below, Tower Semiconductor Ltd. leads on 12 and MACOM Technology Solutions Holdings, Inc. on 9.

Valuation

Metric MTSI TSEM Semiconductors median
P/E 89.24 89.68 49.41
P/S 18.73 15.22 8.58
P/B 14.15 8.47 5.49
Price to free cash flow 112.26 81.90 47.02
EV/EBITDA 78.55 41.34 30.78
EV/Sales 18.51 14.44 8.79
Earnings yield 1.12% 1.12% 0.62%
Free cash flow yield 0.89% 1.22% 0.59%

Profitability

Metric MTSI TSEM Semiconductors median
Gross margin 56.54% 26.87% 52.25%
Operating margin 18.11% 16.16% 4.85%
Net margin 20.70% 16.94% 4.77%
Free cash flow margin 16.68% 18.04% 8.65%
Return on equity 17.18% 10.53% 3.11%
Return on assets 11.61% 8.30% 1.91%
Return on invested capital 10.26% 9.97% 2.46%

Growth

Metric MTSI TSEM Semiconductors median
Revenue growth (TTM) 28.36% 14.90% 16.66%
EPS growth (last fiscal year) (170.19%) 4.86% —
Revenue growth, 5-year CAGR 12.78% 4.35% 5.60%
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 0.05
Current ratio 2.34 4.91 3.35
Net debt to EBITDA (1.15) (1.99) 0.58

Dividend

Metric MTSI TSEM Semiconductors median
Dividend yield — — 1.93%
Payout ratio 0.00 0.00 0.00

Size

Metric MTSI TSEM Semiconductors median
Market cap 21.95b 25.45b 5.67b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack