Data last refreshed 58 days ago — analysis may not reflect the latest market data

MTSIMTSI

US

NEUTRAL

$380.37

P/E

163.90

PEG

FCF Yield

Rev Growth YoY

+27.1% YoY

Gross Margin

55.7%

Health Score

D/E Ratio

0.43

Confidence

LOW


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Business Snapshot

MACOM Technology Solutions Holdings designs and manufactures high-performance analog semiconductor products for use in communications, aerospace, defense, and industrial applications. The company competes as a niche leader in RF, microwave, and millimeter-wave technology, serving both commercial and defense customers with differentiated products. The company's market capitalization and trailing twelve-month revenue figures were not available in the data set, limiting a precise assessment of scale. A defining characteristic is its exposure to both commercial cyclical markets and structurally growing defense spending, which provides some revenue diversification.

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Financial Health

Score: N/A Gross margin of 55.7% indicates healthy product-level profitability, though a prior-year comparison was unavailable to assess trend direction. Net margin of 16.5% is solid, suggesting reasonable operating efficiency after all expenses...

Risk Assessment

  • VALUATION — P/E of 163.9x is dramatically above the sector average of 22x, leaving no room for earnings disappointment.
  • EARNINGS QUALITY — Only 1 of the last 4 quarters beat analyst estimates, suggesting low earnings predictability.
  • TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed.
  • FCF / CASH BURN — Free cash flow data was not provided, preventing assessment of whether the company is generating cash or burning it to fund growth....

Score: N/A Gross margin of 55.7% indicates healthy product-level profitability, though a prior-year comparison was unavailable to assess trend direction. Net margin of 16.5% is solid, suggesting reasonable operating efficiency after all expenses. The balance sheet is conservative, with a debt-to-equity ratio of only 0.43x and a strong current ratio of 3.71x, indicating ample short-term liquidity and low financial leverage. Return on equity stands at 13.2%, a moderate level of profitability generated on shareholders' equity. Free cash flow and FCF yield were not provided, making it impossible to assess cash generation or dividend/reinvestment capacity from the data.

- VALUATION — P/E of 163.9x is dramatically above the sector average of 22x, leaving no room for earnings disappointment. - EARNINGS QUALITY — Only 1 of the last 4 quarters beat analyst estimates, suggesting low earnings predictability. - TECHNICALS — RSI, MACD, and moving average data unavailable for this period; momentum cannot be independently confirmed. - FCF / CASH BURN — Free cash flow data was not provided, preventing assessment of whether the company is generating cash or burning it to fund growth.

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Full 8-section analysis includes:

Financial Health
Growth Momentum
Valuation Snapshot
Risk Flags
Sentiment & News
Technical Snapshot
Full Verdict with Confidence Rating
Last updated 1403 hours ago · Data sourced from FMP & Finnhub · Not financial advice