Astera Labs vs Macom Technology Solutions Holdings
Astera Labs and Macom Technology Solutions Holdings are similar in size: $853m and $967m of revenue in their latest fiscal years. Astera Labs grew faster (115.1% against 32.6%). Astera Labs kept more of each dollar of sales as profit: a net margin of 25.7% against -5.6%. Astera Labs carries less debt relative to equity (0.0% against 38.1%).
| Latest fiscal year | Astera LabsALAB, 2025 | Macom Technology Solutions HoldingsMTSI, 2025 |
|---|---|---|
| Revenue | $853m | $967m |
| Revenue growth | 115.1% | 32.6% |
| Net income | $219m | −$54.2m |
| Operating margin | 20.3% | 13.4% |
| Net margin | 25.7% | -5.6% |
| Return on equity | 18.8% | -4.4% |
| Free cash flow | $282m | $193m |
| Cash | $168m | $112m |
| Total debt | $0 | $505m |
| Debt to equity | 0.0% | 38.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $0 | $43.1m |
| Employees | 756 | — |
| Market value | $40.70bn | $18.37bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | — | 62 (Moderate) |
| Insider trades, 12 months | 0 buys, 504 sales | 0 buys, 178 sales |