MACOM Technology Solutions Holdings Inc (MTSI)vsPalantir Technologies Inc. (PLTR)
MTSI
MACOM Technology Solutions Holdings Inc
$279.69
+0.21%
TECHNOLOGY · Cap: $21.32B
PLTR
Palantir Technologies Inc.
$183.09
+1.04%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 429% more annual revenue ($6.16B vs $1.16B). PLTR leads profitability with a 49.0% profit margin vs 20.7%. PLTR appears more attractively valued with a PEG of 1.60. PLTR earns a higher WallStSmart Score of 75/100 (B).
MTSI
Strong Buy68
out of 100
Grade: B-
PLTR
Strong Buy75
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.8% year-over-year
Earnings expanding 166.7% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 23.3%
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 13.9x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MTSI
The strongest argument for MTSI centers on Revenue Growth, EPS Growth, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 23.3%. Revenue growth of 35.8% demonstrates continued momentum.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 88.9x leaves little room for execution misses.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Key Dynamics to Monitor
MTSI carries more volatility with a beta of 1.71 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (75/100 vs 68/100), backed by strong 49.0% margins and 92.8% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MACOM Technology Solutions Holdings Inc
TECHNOLOGY · SEMICONDUCTORS · USA
MACOM Technology Solutions Holdings, Inc. designs and manufactures analog semiconductor solutions for use in wired and wireless applications in the radio frequency (RF), microwave, millimeter wave and light wave spectrum in the United States, China, Asia Pacific and internationally. . . The company is headquartered in Lowell, Massachusetts.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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