KN vs MTSI

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus 7. 2% for Knowles Corporation (KN). Knowles Corporation (KN) offers the better valuation at 67. 6x trailing P/E (26. 2x forward), making it the more compelling value choice. Analysts rate Knowles Corporation (KN) 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 forward P/E, Knowles Corporation is actually cheaper at 26.

2x.

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

(MTSI) delivered a total return of +513. 6%, compared to +65. 0% for Knowles Corporation (KN). Over 10 years, the gap is even starker: MTSI returned +795. 9% versus KN's +160. 4%. 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), Knowles Corporation (KN) is the lower-risk stock at 1.

62β versus MACOM Technology Solutions Holdings, Inc. 's 1. 75β — meaning MTSI is approximately 8% more volatile than KN relative to the S&P 500. On balance sheet safety, Knowles Corporation (KN) carries a lower debt/equity ratio of 19% versus 41% for MACOM Technology Solutions 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 7. 2% for Knowles Corporation (KN). On earnings-per-share growth, the picture is similar: Knowles Corporation grew EPS 118. 7% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, MTSI leads at 12. 7% 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.

Knowles Corporation (KN) is the more profitable company, earning 7.

5% net margin versus -5. 6% for MACOM Technology Solutions Holdings, Inc. — meaning it keeps 7. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus 13. 1% for KN. 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, Knowles Corporation (KN) trades at 26.

2x forward P/E versus 76. 9x for MACOM Technology Solutions Holdings, Inc. — 50. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KN: 13. 9% to $38. 50.

In this comparison, KN (0.

2% 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 (+795. 9% 10Y return). Knowles Corporation (KN) carries a higher beta of 1. 62 — 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: +795. 9%, KN: +160. 4%), 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: KN is a small-cap quality compounder stock; MTSI is a mid-cap high-growth 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.