MACOM Technology Solutions Holdings Inc (MTSI)vsSynopsys Inc (SNPS)
MTSI
MACOM Technology Solutions Holdings Inc
$359.88
+4.47%
TECHNOLOGY · Cap: $25.84B
SNPS
Synopsys Inc
$516.48
+2.23%
TECHNOLOGY · Cap: $98.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 646% more annual revenue ($8.01B vs $1.07B). MTSI leads profitability with a 16.5% profit margin vs 13.8%. MTSI appears more attractively valued with a PEG of 2.05. MTSI earns a higher WallStSmart Score of 60/100 (C+).
MTSI
Buy60
out of 100
Grade: C+
SNPS
Hold47
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 22.5% year-over-year
Earnings expanding 42.9% YoY
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 19.9x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : MTSI
The strongest argument for MTSI centers on Revenue Growth, EPS Growth. Profitability is solid with margins at 16.5% and operating margin at 17.6%. Revenue growth of 22.5% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : MTSI
The primary concerns for MTSI are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 147.2x leaves little room for execution misses.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 79.2x leaves little room for execution misses.
Key Dynamics to Monitor
MTSI carries more volatility with a beta of 1.60 — expect wider price swings.
SNPS is growing revenue faster at 65.5% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MTSI scores higher overall (60/100 vs 47/100), backed by strong 16.5% margins and 22.5% revenue growth. Both earn "Buy" and "Hold" 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.
Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
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