Competition & Peer Data API & CSV Delivery Connect to AI Assistant via MCP

Macom Technology Solutions Holdings Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Macom Technology Solutions Holdings Inc (MTSI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q3 2026
Competitors Tracked
62
Publicly traded peers
Peer Group Market Share
0.15 %
vs 0.20 % a year ago
Revenue Growth Y/Y
35.77 %
Peers: 79.69 %
Net Margin
29.43 %
Peers: 48.26 %

Key Findings: Macom Technology Solutions Holdings Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 1,164M vs 727,576M combined for tracked competitors (0.2% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+17.6% annualized vs trailing 12 months), vs accelerating (+26.9%) for its tracked peer group.
  • Growth: Macom Technology Solutions Holdings Inc generated 35.8% revenue growth year over year in Q3 2026, vs 79.7% for its tracked competitors combined.
  • Profitability: Its 29.4% net margin compares with 48.3% for the peer group.
  • Scale: Macom Technology Solutions Holdings Inc ranks #26 of 117 companies by market capitalization in the Semiconductors industry, holding 0.2% of industry market cap.
  • Peer revenue share: Macom Technology Solutions Holdings Inc accounted for 0.2% of combined revenue among its tracked peer group, down from 0.2% a year earlier.
  • Peer differentiation: Revenue per employee of $0.58M compares with $0.73M for the peer group (0.8x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

MTSI Sales vs. its Competitors, Q3 2026

Macom Technology Solutions Holdings Inc reported revenue growth of 35.77 % year on year in Q3 2026, below its competitors' combined revenue growth of 79.69 %.

With a net margin of 29.43 %, Macom Technology Solutions Holdings Inc reported lower profitability than its competitors (48.26 %).

Macom Technology Solutions Holdings Inc generated 0.15 % of the combined sales of its peer group, down from 0.20 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/MTSI/competitors
https://api.csimarket.com/api/v1/companies/MTSI/relationships
https://api.csimarket.com/api/v1/companies/MTSI/similar
Programmatic access for models, analytics, and integration workflows.

Macom Technology Solutions Holdings Inc vs. its Competitors, Q3 2026

Revenue growth, year on year

Macom Technology Solutions Holdings Inc +35.8 %
Competitors combined +79.7 %

Net income growth, year on year

Macom Technology Solutions Holdings Inc +175.7 %
Competitors combined +167.1 %

Net margin

Macom Technology Solutions Holdings Inc +29.4 %
Competitors combined +48.3 %

Revenue run-rate vs trailing 12 months

Macom Technology Solutions Holdings Inc +17.6 %
Competitors combined +26.9 %

TTM net margin

Macom Technology Solutions Holdings Inc +20.7 %
Competitors combined +44.3 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Macom Technology Solutions Holdings Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Macom Technology Solutions Holdings Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (3) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (6) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (3) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Macom Technology Solutions Holdings Inc's competitor groups requires a Commercial License.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 35.8% for Macom Technology Solutions Holdings Inc. Macom Technology Solutions Holdings Inc's share of combined industry revenue moved from 0.05% to 0.06%, a gain of 0.01 percentage points.

Macom Technology Solutions Holdings Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Macom Technology Solutions Holdings Inc Yes Yes Yes -
Competitors combined (62) 64% 73% 56% 17%
High-Confidence Competitors (9) 67% 78% 67% 25%
Similar-Size Competitors (10) 90% 78% 56% 11%
Similar Growth & Profitability (8) 100.00 % (8 of 8) 100.00 % (8 of 8) 100.00 % (8 of 8) 0.00 % (0 of 7)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q3 2026

0.2%market share
  • Macom Technology Solutions Holdings Inc0.2%
  • Competitors combined99.9%

Share of combined quarterly revenue of Macom Technology Solutions Holdings Inc and its 62 tracked competitors.

See Macom Technology Solutions Holdings Inc's full market share breakdown »

MTSI Stock Performance relative to its Competitors

MTSI Competitors (weighted) Percent change over the selected range

Macom Technology Solutions Holdings Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
59%beat U.S.A. 500
Competitors Combined
(36 of 61)
87.5%beat U.S.A. 500
High-Confidence
(7 of 8)
90%beat U.S.A. 500
Similar-Size
(9 of 10)
100%beat U.S.A. 500
Similar Growth & Profitability
(5 of 5)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Macom Technology Solutions Holdings Inc 118.50 % Outperformed
Competitors combined (61) 40.4% 63.2%
High-Confidence Competitors (8) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (5) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Macom Technology Solutions Holdings Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

MTSI Stock Performance relative to High-Confidence Competitors

MTSI High-Confidence Competitors (equal-weighted, 11) Percent change over the selected range

MTSI Stock Performance relative to Similar-Size Competitors

MTSI Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

MTSI Stock Performance relative to Similar Growth & Profitability Competitors

MTSI Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Micron Technology Inc 282.9% Outperformed
2 Netlist Inc 282.9% Outperformed
3 Maxlinear Inc 282.9% Outperformed
4 Marvell Technology Inc 282.9% Outperformed
5 Silicom Ltd 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Macom Technology Solutions Holdings Inc's best-performing tracked competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Macom Technology Solutions Holdings Inc's Comment on Competition and Industry Peers

The company operates in highly competitive markets with evolving customer requirements. Key competitive factors include engineering talent, timely product design and delivery, product breadth and diversity, reliable supply, quality customer service and technical support, and financial reliability and operational stability. The company primarily competes with customers' internal design resources and other suppliers of high-performance analog semiconductor solutions for wireless and wireline RF, microwave, millimeter wave, and photonic applications. Some competitors possess greater financial resources and scale. Competition is expected to evolve due to new entrants, mergers, alliances, and emerging technologies, including alternative technologies and low-cost silicon process technology manufacturers. Certain competitors also serve as customers and foundry service providers. Named competitors include Analog Devices, Inc. (ADI), Broadcom Inc., Credo Technology Group Holding Ltd., Marvell Technology Inc., and MaxLinear.

Publicly Traded Peers of Macom Technology Solutions Holdings Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Macom Technology Solutions Holdings Inc 22,169.36 1,163.97 240.93 2,000
Nvidia Corp 5,598,544.90 302,969.00 192,879.00 42,000
Broadcom Inc 1,758,978.40 89,104.00 38,265.00 33,000
Micron Technology Inc 1,217,759.03 90,274.00 50,469.00 53,000
Texas Instruments Incorporated 259,863.20 19,453.00 6,052.00 33,000
Marvell Technology Inc 233,075.37 8,715.90 5,059.10 7,480
SUBTOTAL 10,637,386.49 770,936.75 333,077.06 1,050,318
57 more competitors available

Sign in to see all competitors of Macom Technology Solutions Holdings Inc .

Sources: Macom Technology Solutions Holdings Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Macom Technology Solutions Holdings Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Macom Technology Solutions Holdings Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
MaxLinear Named by the company 85% 2022 to 2026 3
Broadcom Inc. Named by the company 85% 2022 to 2026 3
Guerrilla RF, Inc. Named by the company 85% 2022 to 2026 3
Credo Technology Group Holding Ltd. Named by the company 85% 2022 to 2026 3
Analog Devices, Inc. Named by the company 85% 2022 to 2026 3
NXP Semiconductors Named by the company 85% 2022 to 2026 3
Broadcom Inc. Named by the company 85% 2022 to 2026 3
Marvell Technology Inc. Named by the company 85% 2022 to 2026 3
Wolfspeed Inc Named by the company 85% 2022 to 2026 3
NXP Semiconductors N.V. Named by the company 85% 2022 to 2026 3
Qorvo Inc Named by the company 85% 2022 to 2026 3
Semtech Corp Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Macom Technology Solutions Holdings Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.

Macom Technology Solutions Holdings Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Macom Technology Solutions Holdings Inc Reportable 100.00 % - -
Nvidia Corp Compute and Networking 91.34 % Graphics 8.66 % -
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Micron Technology Inc CMBU 33.21 % MCBU 27.79 % AEBU 11.18 %
Texas Instruments Incorporated Analog 81.33 % Embedded Processing 14.98 % Other Operating 3.69 %
Marvell Technology Inc Reportable 100.00 % - -

Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

21 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Macom Technology Solutions Holdings Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Macom Technology Solutions Holdings Inc 22,169 581,987 120,463
Nvidia Corp 5,598,545 7,213,548 4,592,357
Broadcom Inc 1,758,978 2,700,121 1,159,545
Micron Technology Inc 1,217,759 1,703,283 952,245
Texas Instruments Incorporated 259,863 589,485 183,394
Marvell Technology Inc 233,075 1,165,227 676,350
PEERS TOTAL 10,615,217 734,293 317,495
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Macom Technology Solutions Holdings Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Macom Technology Solutions Holdings Inc United States 39.45 % China and Hong Kong 34.32 % Other Countries 14.65 %
Nvidia Corp United States 78.13 % Taiwan 14.71 % China including Hong Kong 5.57 %
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Marvell Technology Inc China 43.75 % Other Countries 27.70 % Taiwan 21.49 %
Amphenol Corporation Other foreign locations 48.31 % US 38.98 % CN 12.71 %
International Business Machines Corporation Americas 49.04 % EMEA 32.82 % Asia Pacific 18.13 %

Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

32 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Macom Technology Solutions Holdings Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 109 companies in Macom Technology Solutions Holdings Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Macom Technology Solutions Holdings Inc ranks #26 of 109 companies by market capitalization in its industry, holding 0.18 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,365, indicating a moderately concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Nvidia Corp 5,598,545 44.26 %
2 Broadcom Inc 1,783,853 14.10 %
3 Micron Technology Inc 1,217,759 9.63 %
4 Advanced Micro Devices Inc 1,011,902 8.00 %
5 Intel Corporation 1,234 5.2%
6 Applied Materials Inc 1,234 5.2%
7 Arm Holdings Plc 1,234 5.2%
8 Texas Instruments Incorporated 1,234 5.2%
9 Marvell Technology Inc 1,234 5.2%
10 Analog Devices Inc 1,234 5.2%
26 Macom Technology Solutions Holdings Inc 22,169 0.18 %
Full Industry Market Structure

Market cap and industry share for the rest of Macom Technology Solutions Holdings Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-29.

Macom Technology Solutions Holdings Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
21 Jabil Inc 34,291 49.18 % -4.80 % 1.59 1.02
22 On Semiconductor Corporation 31,149 53.56 % -18.65 % 2.13 0.91
23 Globalfoundries Inc 26,857 35.23 % -30.16 % 1.86 0.75
24 Qnity Electronics Inc 26,588 26.91 % -13.76 % 1.49 0.64
25 Tower Semiconductor Ltd 1,234 12.3% 4.5% 1.10 0.80
26 Macom Technology Solutions Holdings Inc 22,169 118.52 % -13.70 % 1.93 1.54
27 First Solar Inc 1,234 12.3% 4.5% 1.10 0.80
28 Sitime Corporation 1,234 12.3% 4.5% 1.10 0.80
29 Semtech Corp 1,234 12.3% 4.5% 1.10 0.80
30 Lattice Semiconductor Corp 1,234 12.3% 4.5% 1.10 0.80
31 Amkor Technology Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Macom Technology Solutions Holdings Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-29. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Macom Technology Solutions Holdings Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Semiconductors industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (151 companies). See the full Semiconductors industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 56.54 % 34.40 % (avg) +22.1 pp
Operating Margin 18.11 % industry median +15.3 pp
EBITDA Margin 36.45 % 7.07 % (avg) +29.4 pp
Capital Intensity (Capex / Revenue) 7.46 % 9.39 % (avg) -1.9 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Macom Technology Solutions Holdings Inc's Valuation vs Competitive Position

Valuation multiples vs the Semiconductors industry average (151 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Semiconductors industry valuation benchmarks.
Metric Company Industry Average Difference
P/E 108.3x 43.3x +65.0x
EV / EBITDA 61.9x 22.7x +39.1x
P/B 18.8x 6.6x +12.3x
Return on Equity 17.09 % industry aggregate -29.74 %
Return on Invested Capital 6.63 % -0.16 % (avg) 6.79 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Macom Technology Solutions Holdings Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.
Metric 20182019202020212022202320242025
Revenue Growth -12.95 %-20.68 %19.51 %10.47 %12.56 %-10.09 %26.40 %29.12 %
Operating Margin -16.59 %-80.43 %4.65 %15.53 %20.73 %12.76 %10.14 %15.23 %
Return on Invested Capital -4.68 %-25.39 %1.95 %6.35 %6.99 %3.27 %2.97 %5.16 %
P/E ---28.1x14.2x82.3x-84.9x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Macom Technology Solutions Holdings Inc's Strategic Group Map

Every company in Macom Technology Solutions Holdings Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Macom Technology Solutions Holdings Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.

Revenue Growth (TTM, %)Operating Margin (%)ARMMacom Technology Solutions Holdings IncMRVLMLNXMCHPACIAGLWMPADTTMI

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Macom Technology Solutions Holdings Inc's BCG Growth-Share Matrix

Relative market share (vs Macom Technology Solutions Holdings Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Macom Technology Solutions Holdings Inc

Macom Technology Solutions Holdings Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 10.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Nvidia Corp alone holds 44% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Macom Technology Solutions Holdings Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Moderate Industry HHI of 2,365 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 7.46 % vs industry average 9.39 % (see Profitability & Cost Structure above)
Supplier Power Not covered on this page See Macom Technology Solutions Holdings Inc's dedicated suppliers page for concentration and dependency data
Buyer Power Not covered on this page See Macom Technology Solutions Holdings Inc's dedicated customers page for concentration and dependency data
Threat of Substitutes - No systematic data source for cross-product substitution exists in this system; not estimated

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.

Macom Technology Solutions Holdings Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Macom Technology Solutions Holdings Inc
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Macom Technology Solutions Holdings Inc falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Macom Technology Solutions Holdings Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 15.3 points above the industry median.
  • Latest-quarter revenue run-rate is accelerating (+17.6% annualized vs trailing 12 months).
  • Outperforming the U.S.A. 500 over the trailing 12 months.

Weaknesses

  • Return on equity 29.7 points below the industry aggregate.
  • Low relative market share vs the industry leader (0.00x).

Opportunities

  • Industry revenue growing at a healthy 10.3% median pace.

Threats

  • Industry dominated by Nvidia Corp, holding 44.26 % of industry market cap.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Macom Technology Solutions Holdings Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Macom Technology Solutions Holdings Inc 0.33 3.68 0.30 0.56
Nvidia Corp 0.40 4.07 0.09 1.28
Broadcom Inc 0.99 2.05 0.75 0.50
Micron Technology Inc 1.02 2.91 0.17 0.89
Texas Instruments Incorporated 1.09 4.53 0.88 0.56
Marvell Technology Inc 0.98 2.25 0.31 0.38
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Macom Technology Solutions Holdings Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Macom Technology Solutions Holdings Inc Q2 2026+35.8 %+18.4 %+175.7 %+117.4 %
Nvidia CorpQ2 2026+105.9 %+17.9 %+125.9 %+2.3 %
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Micron Technology Inc Q2 2026+345.7 %+73.7 %+1,398.3 %+104.9 %
Texas Instruments IncorporatedQ2 2026+22.8 %+13.2 %+52.9 %+28.2 %
Marvell Technology IncQ1 2026+27.6 %+9.0 %-70.1 %-70.3 %
PEERS TOTAL+75.7 %+22.4 %+163.3 %+17.6 %
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Macom Technology Solutions Holdings Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Macom Technology Solutions Holdings Inc Q2 2026+26.7 %+14.6 %+124.8 %+36.3 %
Nvidia CorpQ2 2026+86.8 %+17.7 %+41.3 %+52.4 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Micron Technology Inc Q2 2026+10.5 %+4.8 %+166.4 %+22.5 %
Texas Instruments IncorporatedQ2 2026+12.7 %+4.2 %-60.6 %-24.0 %
Marvell Technology IncQ1 2026+22.8 %+8.1 %+30.3 %+35.4 %
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

Macom Technology Solutions Holdings Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Macom Technology Solutions Holdings Inc 11.51%13.59%17.09%7.192.00
Nvidia Corp81.41%95.06%110.11%6.903.11
Broadcom Inc 21.57%24.07%43.74%9.188.31
Micron Technology Inc 49.92%56.57%70.55%5.332.97
Texas Instruments Incorporated17.31%18.74%35.77%8.851.71
Marvell Technology Inc22.14%25.02%33.73%4.943.48
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Macom Technology Solutions Holdings Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Macom Technology Solutions Holdings Inc 90.4319.05--14.39
Nvidia Corp29.1818.480.19518.1924.45
Broadcom Inc 45.8519.740.24132.6817.64
Micron Technology Inc 24.0713.490.0381.9912.09
Texas Instruments Incorporated42.9913.361.75421.8614.43
Marvell Technology Inc89.4826.74-78.8012.80
PEERS AVERAGE31.9413.80274.0815.88
57 more Peers available

Sign in to see all peers for Macom Technology Solutions Holdings Inc .

P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.