FEIM vs MTSI vs LITE vs VSAT

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus 5. 5% for Viasat, Inc. (VSAT). Frequency Electronics, Inc. (FEIM) offers the better valuation at 22. 3x trailing P/E (74. 1x forward), making it the more compelling value choice. Analysts rate MACOM Technology Solutions Holdings, Inc. (MTSI) a "Buy" — based on 23 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, Frequency Electronics, Inc.

(FEIM) is the cheapest at 22. 3x versus Lumentum Holdings Inc. at 2412. 9x. On forward P/E, Frequency Electronics, Inc. is actually cheaper at 74. 1x.

Over the past 5 years, Lumentum Holdings Inc.

(LITE) delivered a total return of +976. 6%, compared to +33. 8% for Viasat, Inc. (VSAT). Over 10 years, the gap is even starker: LITE returned +36. 4% versus VSAT's -12. 1%. 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 Viasat, Inc. 's 2. 92β — meaning VSAT is approximately 67% more volatile than MTSI relative to the S&P 500. On balance sheet safety, Frequency Electronics, Inc. (FEIM) carries a lower debt/equity ratio of 16% versus 2% for Lumentum Holdings Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), MACOM Technology Solutions Holdings, Inc.

(MTSI) is pulling ahead at 32. 6% versus 5. 5% for Viasat, Inc. (VSAT). On earnings-per-share growth, the picture is similar: Frequency Electronics, Inc. grew EPS 316. 9% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, VSAT leads at 23. 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.

Frequency Electronics, Inc.

(FEIM) is the more profitable company, earning 34. 1% net margin versus -12. 7% for Viasat, Inc. — meaning it keeps 34. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FEIM leads at 16. 8% versus -10. 9% for LITE. 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.

On forward earnings alone, Frequency Electronics, Inc.

(FEIM) trades at 74. 1x forward P/E versus 114. 4x for Lumentum Holdings Inc. — 40. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VSAT: -13. 1% to $57. 67.

In this comparison, FEIM (1.

8% yield) pays a dividend. MTSI, LITE, VSAT do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Frequency Electronics, Inc.

(FEIM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 8% yield, +473. 8% 10Y return). Viasat, Inc. (VSAT) carries a higher beta of 2. 92 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (FEIM: +473. 8%, VSAT: -12. 1%), 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: FEIM is a small-cap high-growth stock; MTSI is a mid-cap high-growth stock; LITE is a mid-cap high-growth stock; VSAT is a small-cap quality compounder stock. FEIM pays a dividend while MTSI, LITE, VSAT do 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.