ALAB vs MRVL vs CRUS vs MTSI vs ALGM

For growth investors, Astera Labs, Inc.

Common Stock (ALAB) is the stronger pick with 115. 1% revenue growth year-over-year, versus -30. 9% for Allegro MicroSystems, Inc. (ALGM). Cirrus Logic, Inc. (CRUS) offers the better valuation at 21. 9x trailing P/E (18. 9x forward), making it the more compelling value choice. Analysts rate Astera Labs, Inc. Common Stock (ALAB) a "Buy" — based on 15 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.

On trailing P/E, Cirrus Logic, Inc.

(CRUS) is the cheapest at 21. 9x versus Astera Labs, Inc. Common Stock at 160. 4x. On forward P/E, Cirrus Logic, Inc. is actually cheaper at 18. 9x.

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

(MTSI) delivered a total return of +513. 6%, compared to +93. 3% for Allegro MicroSystems, Inc. (ALGM). Over 10 years, the gap is even starker: MRVL returned +1581% versus ALGM's +170. 8%. 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), Cirrus Logic, Inc.

(CRUS) is the lower-risk stock at 1. 12β versus Astera Labs, Inc. Common Stock's 2. 99β — meaning ALAB is approximately 168% more volatile than CRUS relative to the S&P 500. On balance sheet safety, Astera Labs, Inc. Common Stock (ALAB) carries a lower debt/equity ratio of 3% versus 41% for MACOM Technology Solutions Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Astera Labs, Inc.

Common Stock (ALAB) is pulling ahead at 115. 1% versus -30. 9% for Allegro MicroSystems, Inc. (ALGM). On earnings-per-share growth, the picture is similar: Marvell Technology, Inc. grew EPS 401. 0% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, ALAB leads at 120. 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.

Marvell Technology, Inc.

(MRVL) is the more profitable company, earning 32. 6% net margin versus -10. 1% for Allegro MicroSystems, Inc. — meaning it keeps 32. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRUS leads at 23. 0% versus -2. 7% for ALGM. At the gross margin level — before operating expenses — ALAB leads at 75. 7%, 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.

On forward earnings alone, Cirrus Logic, Inc.

(CRUS) trades at 18. 9x forward P/E versus 90. 2x for Allegro MicroSystems, Inc. — 71. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALAB: 2. 8% to $201. 13.

In this comparison, MRVL (0.

1% yield) pays a dividend. ALAB, CRUS, MTSI, ALGM do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Cirrus Logic, Inc.

(CRUS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), +421. 3% 10Y return). Allegro MicroSystems, Inc. (ALGM) carries a higher beta of 2. 43 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CRUS: +421. 3%, ALGM: +170. 8%), 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: ALAB is a mid-cap high-growth stock; MRVL is a mid-cap high-growth stock; CRUS is a small-cap quality compounder stock; MTSI is a mid-cap high-growth stock; ALGM is a small-cap quality compounder stock. 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.