MACOM Technology Solutions Holdings, Inc. (MTSI) is a Technology stock trading at $266.11 (as of 2026-08-20), with a market capitalization of $20.32B and a trailing P/E of 84.4. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
MTSI designs and manufactures analog semiconductor solutions used in wireless and wireline systems across RF, microwave, millimeter-wave, and lightwave ranges. It offers standard and custom devices (including integrated circuits, multi-chip modules, diodes, amplifiers, switches, and passive/active components) for applications such as wireless base stations, optical networks, radar, and medical systems, serving telecom, industrial, and defense customers.
MACOM Technology Solutions Holdings designs and manufactures analog semiconductor solutions (including diodes, amplifiers, switches, and custom devices) used in wireless and wireline applications, and it makes money by selling these semiconductor components and subsystems to customers across telecom, data center, and industrial and defense end markets.
The core of the profit engine is turning order momentum into revenue quickly, tracked by how much business is both booked and shipped within the quarter (Turns business share) and how strong near-term demand is (Book-to-bill ratio).
| Ind+Def | $0.1B |
| DataCenter | $0.1B |
| Telecom | $0.1B |
Business quality (Solid): Investors can directly watch demand and execution using disclosed operating KPIs, including book-to-bill and booked-and-shipped timing, but the company also shows high top customer concentration (51%), which increases exposure to customer-specific spending and timing shifts.
Valuation: At 157× earnings, MTSI trades 206% above the Semiconductors average (51×). Note: one-time items can distort reported P/E.
| Price | $266.11 |
| Market Cap | $20.32B |
| P/E Ratio | 84.4 |
| EV / EBITDA | 74.1 |
| Price / Book | 13.19 |
| Price / Sales | 17.46 |
| FCF Yield | 1.0% |
| DCF Value (model) | $15.07 |
| DCF Upside vs Price | -94.3% |
| Revenue (TTM) | $967.26M |
| Net Margin | -5.6% |
| Revenue Growth (YoY) | 35.8% |
| EPS Growth (YoY) | 169.4% |
| FCF Growth (YoY) | 14.8% |
| Altman Z-Score | 16.42 (safe) |
| Piotroski F-Score | 5/9 (moderate) |
| Stock P/E | 84.4 |
| Sector P/E (Technology) | 33.9 |
| Industry P/E (Electronic Equipment) | 39.4 |
| vs Sector | 148.6% |
| vs Industry | 114.2% |
| Top Institutional Holder | FMR LLC ($2.36B) |
| Institutional Holders Tracked | 10 |
| Congressional Trades (recent) | 10 |
| Sector | Technology |
| Industry | Electronic Equipment |
| CEO | Stephen G. Daly |
| Employees | 1,700 |
| Country | US |
| IPO Date | 2012-03-15 |
Data as of 2026-08-20.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.