AIOT vs MTSI

Analysts rate PowerFleet, Inc.

(AIOT) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, MACOM Technology Solutions Holdings, Inc.

(MTSI) delivered a total return of +470. 3%, compared to -30. 6% for PowerFleet, Inc. (AIOT). Over 10 years, the gap is even starker: MTSI returned +700. 5% versus AIOT's -30. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), MACOM Technology Solutions Holdings, Inc.

(MTSI) is the lower-risk stock at 1. 75β versus PowerFleet, Inc. 's 2. 70β — meaning AIOT is approximately 54% more volatile than MTSI relative to the S&P 500. On balance sheet safety, MACOM Technology Solutions Holdings, Inc. (MTSI) carries a lower debt/equity ratio of 41% versus 64% for PowerFleet, Inc. — giving it more financial flexibility in a downturn.

On earnings-per-share growth, the picture is similar: PowerFleet, Inc.

grew EPS 60. 6% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, AIOT leads at 42. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

MACOM Technology Solutions Holdings, Inc.

(MTSI) is the more profitable company, earning -5. 6% net margin versus -14. 1% for PowerFleet, Inc. — meaning it keeps -5. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus -7. 1% for AIOT. At the gross margin level — before operating expenses — MTSI leads at 54. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for AIOT: 141.

7% to $8. 00.

In this comparison, AIOT (22.

8% yield) pays a dividend. MTSI does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+700. 5% 10Y return). PowerFleet, Inc. (AIOT) carries a higher beta of 2. 70 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MTSI: +700. 5%, AIOT: -30. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AIOT is a small-cap income-oriented stock; MTSI is a mid-cap high-growth stock. AIOT pays a dividend while MTSI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.