Macom Technology Solutions Holdings vs Semtech
Macom Technology Solutions Holdings and Semtech are similar in size: $967m and $1.05bn of revenue in their latest fiscal years. Macom Technology Solutions Holdings grew faster (32.6% against 15.5%). Semtech kept more of each dollar of sales as profit: a net margin of -3.8% against -5.6%.
| Latest fiscal year | Macom Technology Solutions HoldingsMTSI, 2025 | SemtechSMTC, 2026 |
|---|---|---|
| Revenue | $967m | $1.05bn |
| Revenue growth | 32.6% | 15.5% |
| Net income | −$54.2m | −$40.4m |
| Operating margin | 13.4% | — |
| Net margin | -5.6% | -3.8% |
| Return on equity | -4.4% | -7.4% |
| Free cash flow | $193m | $171m |
| Cash | $112m | $195m |
| Total debt | $505m | $491m |
| Debt to equity | 38.1% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $43.1m | — |
| Employees | — | 977 |
| Market value | $17.42bn | $11.40bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 62 (Moderate) | 38 (Weak) |
| Insider trades, 12 months | 0 buys, 178 sales | 0 buys, 60 sales |