Stock AnalizMACOM Technology Solutions Holdings, Inc. MTSI
Semiconductors · IPO 2012 · data as of November 13, 2026
MACOM Technology Solutions Holdings, Inc. (MTSI) is a technology company listed in the US with a market value of about $17.8B. In fiscal year 2026 it had revenue of $1.3B and net income of $335M, a net margin of 25.3%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is future growth (5/5); the weakest is shareholder returns (0/5).
Key numbers: a P/E of 53.8, a price to free cash flow of 60.9, 5-year revenue growth of 17% a year, a 5-year average ROIC of 7%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 11% below the current price.
Score: 2.8 / 5
Checks passed
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- Pays a dividend
- Share count down over 3 years (buybacks)
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.3B | $967M | $730M | $648M | $675M | $607M | $530M | $500M | $570M | $699M |
| Net income | $335M | -$54M | $77M | $92M | $440M | $38M | -$46M | -$384M | -$140M | -$169M |
| Free cash flow | $293M | $193M | $140M | $142M | $150M | $130M | $154M | -$17M | -$17M | $28M |
| EPS (diluted) | $4.31 | $-0.73 | $1.04 | $1.28 | $6.18 | $0.54 | $-0.69 | $-5.84 | $-2.57 | $-2.79 |
| Net margin | 25.2% | -5.6% | 10.5% | 14.1% | 65.2% | 6.3% | -8.7% | -76.8% | -24.5% | -24.3% |
| ROIC | 12.7% | 5.5% | 3.9% | 6.0% | 7.3% | 6.6% | 0.3% | -35.4% | -6.9% | -0.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 16 analysts is $327.00, 41% above the current price; targets range from $220.00 to $450.00; the consensus rating is “Strong buy”; expected EPS is $9.80 for the fiscal year ending September 30, 2027.
Frequently asked questions
What is MACOM Technology Solutions’s P/E ratio?
About 53.8, based on the last twelve months of diluted earnings per share (forward P/E about 22.3).
Is MACOM Technology Solutions stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 11% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does MACOM Technology Solutions pay a dividend?
Not currently.
Is MACOM Technology Solutions a good stock to buy?
We do not give buy or sell advice. MACOM Technology Solutions scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.