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MTSI MACOM Technology Solutions Holdings, Inc.

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Information Technology · Semiconductors & Electronic Components · data as of 2026-10-22 · latest quarter 2026-07-03, filed 2026-08-06

Market cap
$17.54B
P/E (trailing)
72.8×
P/E vs. sector
2.2×
FCF yield
1.1%
Avg daily $ volume
$298.03M
Days to next report
22
Quality checklist

3 of 6 checks passed · quarter ending 2026-07-03

  • ROIC at least 10%9.9%
  • Operating margin up over 3 years−0.9 pp
  • Free cash flow at least 80% of net income84.7%
  • Share count up at most 5% in 3 years7.6%
  • Net debt at most 3× EBITDA0.9×
  • Revenue grew over 3 years19.9%
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
−$188.99M −1.0 pp of the company
1 buying · 3 selling · 5 holding
Mutual funds & ETFs
−$24.19M −0.1 pp of the company
0 buying · 4 selling · 4 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
MTSISector12 quartersMarket cap$17.54B$9.71BEnterprise value$17.8B$13.46BAvg daily $ volume$298.03M$182.65MDaily turnover1.7%1.5%
Growth
MTSISector12 quartersRevenue CAGR 3y19.9%8.2%4.3% → 19.9%Revenue CAGR 5y14.2%10.2%Revenue growth YoY35.8%14.1%-15.6% → 35.8%Revenue acceleration+13.3 pp+0.6 pp−1.8 pp → +13.3 ppFCF growth YoY1.8%17.2%-5.5% → 1.8%FCF conversion84.7%137.7%155.3% → 84.7%Forward growth (HoM est.)27.8%11.4%
Valuation
MTSISector12 quartersP/E (trailing)72.8×35.1×P/E (forward, HoM est.)57.0×31.5×P/E vs. sector2.2×1.0×PEG (HoM est.)2.052.92EV/EBITDA64.7×19.7×EV/Sales15.3×4.9×FCF yield1.1%3.6%Dividend yield0.0%0.0%Shareholder yield0.3%2.1%
Quality
MTSISector12 quartersQuality checks passed34ROIC9.9%11.8%7.0% → 9.9%Gross profitability30.7%31.6%24.8% → 30.7%Gross margin56.5%57.6%59.5% → 56.5%Gross margin Δ 3y−3.8 pp+1.2 pp−0.4 pp → −3.8 ppOperating margin18.1%12.8%16.6% → 18.1%Operating margin Δ 3y−0.9 pp+3.6 pp−2.2 pp → −0.9 ppDebt/equity0.2×0.5×0.5× → 0.2×Net debt/EBITDA0.9×0.7×1.7× → 0.9×Interest coverage—10.1×Share count Δ 3y7.6%-2.3%6.1% → 7.6%Stock compensation / revenue7.2%4.2%5.9% → 7.2%Accruals ratio-1.5%-5.6%-4.8% → -1.5%
Earnings & estimates
MTSISector12 quartersDays to next report2213
Ownership & positioning
MTSISector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$68.35KInstitutional ownership95.8%93.5%Institutional Δ QoQ−3.4 pp+1.3 ppConviction funds net buying—+0.0 ppActive managers net buying−1.0 pp+0.1 ppActive funds net buying−0.1 pp+0.0 ppDays to cover2.624.04Short % of shares out4.5%5.5%Short interest Δ+0.6 pp+0.1 pp

Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Terms of use

Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.