MACOM Technology Solutions Holdings Inc (MTSI)vsMicron Technology Inc (MU)
MTSI
MACOM Technology Solutions Holdings Inc
$279.69
+0.21%
TECHNOLOGY · Cap: $21.32B
MU
Micron Technology Inc
$1,043.96
+5.00%
TECHNOLOGY · Cap: $1.10T
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 7656% more annual revenue ($90.27B vs $1.16B). MU leads profitability with a 55.9% profit margin vs 20.7%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MTSI
Strong Buy68
out of 100
Grade: B-
MU
Exceptional Buy80
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.8% year-over-year
Earnings expanding 166.7% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 23.3%
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 13.9x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 11.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MTSI
The strongest argument for MTSI centers on Revenue Growth, EPS Growth, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 23.3%. Revenue growth of 35.8% demonstrates continued momentum.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 88.9x leaves little room for execution misses.
Bear Case : MU
The primary concerns for MU are Price/Book.
Key Dynamics to Monitor
MU carries more volatility with a beta of 2.22 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 68/100), backed by strong 55.9% margins and 345.7% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MACOM Technology Solutions Holdings Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
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