MACOM Technology Solutions (MTSI) Competitors

$100.85
-0.75 (-0.74%)
(As of 05/17/2024 ET)

MTSI vs. RMBS, CRUS, LSCC, POWI, SLAB, 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), Cirrus Logic (CRUS), Lattice Semiconductor (LSCC), Power Integrations (POWI), Silicon Laboratories (SLAB), 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 better stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, media sentiment, analyst recommendations, profitability, risk, community ranking, dividends and earnings.

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%

Rambus currently has a consensus price target of $80.00, suggesting a potential upside of 38.00%. MACOM Technology Solutions has a consensus price target of $111.00, suggesting a potential upside of 10.06%. Given MACOM Technology Solutions' stronger consensus rating and higher possible upside, equities 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)
9 Buy rating(s)
0 Strong Buy rating(s)
2.90

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

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

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$465.23M13.43$333.90M$3.2717.73
MACOM Technology Solutions$637.28M11.41$91.58M$0.88114.60

MACOM Technology Solutions received 217 more outperform votes than Rambus when rated by MarketBeat users. Likewise, 72.20% of users gave MACOM Technology Solutions an outperform vote while only 61.49% of users gave Rambus an outperform vote.

CompanyUnderperformOutperform
RambusOutperform Votes
388
61.49%
Underperform Votes
243
38.51%
MACOM Technology SolutionsOutperform Votes
605
72.20%
Underperform Votes
233
27.80%

In the previous week, MACOM Technology Solutions had 2 more articles in the media than Rambus. MarketBeat recorded 11 mentions for MACOM Technology Solutions and 9 mentions for Rambus. Rambus' average media sentiment score of 1.02 beat MACOM Technology Solutions' score of 0.79 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
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Rambus and MACOM Technology Solutions tied by winning 9 of the 18 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$7.27B$42.21B$21.29B$7.96B
Dividend YieldN/A2.09%2.70%3.91%
P/E Ratio114.6026.64248.8218.78
Price / Sales11.4113.81552.1077.92
Price / Cash37.5524.7329.3631.98
Price / Book6.966.366.714.76
Net Income$91.58M$818.31M$638.70M$217.17M
7 Day Performance-1.07%3.67%2.06%2.90%
1 Month Performance8.66%11.90%6.56%6.66%
1 Year Performance70.41%10.01%25.54%9.89%

MACOM Technology Solutions Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RMBS
Rambus
4.1499 of 5 stars
$58.10
+2.0%
$80.00
+37.7%
-1.3%$6.26B$461.12M17.77623
CRUS
Cirrus Logic
4.334 of 5 stars
$110.67
+2.7%
$107.86
-2.5%
+38.7%$5.97B$1.79B22.451,702Analyst Downgrade
News Coverage
Gap Down
LSCC
Lattice Semiconductor
3.8319 of 5 stars
$71.46
+0.9%
$82.09
+14.9%
-13.8%$9.83B$737.15M45.811,156Analyst Forecast
POWI
Power Integrations
4.5885 of 5 stars
$77.36
+0.9%
$87.40
+13.0%
-9.8%$4.39B$429.93M84.09819Insider Selling
News Coverage
SLAB
Silicon Laboratories
0.6822 of 5 stars
$130.66
+2.8%
$135.00
+3.3%
-7.0%$4.06B$641.85M-39.471,846Positive News
DIOD
Diodes
1.7297 of 5 stars
$72.34
+2.0%
$74.20
+2.6%
-21.9%$3.34B$1.66B19.718,635Short Interest ↑
SMTC
Semtech
2.4518 of 5 stars
$39.40
+2.0%
$39.85
+1.1%
+86.1%$2.54B$868.76M-2.321,917Analyst Forecast
News Coverage
Positive News
AMBA
Ambarella
1.7887 of 5 stars
$46.20
+0.5%
$71.08
+53.9%
-32.0%$1.89B$226.47M-10.90915Short Interest ↑
News Coverage
DQ
Daqo New Energy
4.3355 of 5 stars
$19.27
+2.4%
$27.63
+43.4%
-52.9%$1.27B$2.31B9.055,765Positive News
CSIQ
Canadian Solar
4.1457 of 5 stars
$17.27
+7.5%
$31.78
+84.0%
-60.8%$1.14B$7.61B6.0022,234Short Interest ↑
High Trading Volume

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This page (NASDAQ:MTSI) was last updated on 5/19/2024 by MarketBeat.com Staff

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