LGL vs MTSI vs QRVO vs SWKS

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus -2. 2% for Skyworks Solutions, Inc. (SWKS). Skyworks Solutions, Inc. (SWKS) offers the better valuation at 21. 7x trailing P/E (13. 4x 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, Skyworks Solutions, Inc.

(SWKS) is the cheapest at 21. 7x versus The LGL Group, Inc. at 90. 0x. On forward P/E, Skyworks Solutions, Inc. is actually cheaper at 13. 4x.

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

(MTSI) delivered a total return of +577. 7%, compared to -52. 0% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: MTSI returned +836. 0% versus SWKS's +33. 9%. 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), The LGL Group, Inc.

(LGL) is the lower-risk stock at 0. 33β versus MACOM Technology Solutions Holdings, Inc. 's 1. 69β — meaning MTSI is approximately 407% more volatile than LGL relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 46% for Qorvo, 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 -2. 2% for Skyworks Solutions, Inc. (SWKS). On earnings-per-share growth, the picture is similar: Qorvo, Inc. grew EPS 524. 1% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, LGL leads at 15. 5% 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.

The LGL Group, Inc.

(LGL) is the more profitable company, earning 19. 4% net margin versus -5. 6% for MACOM Technology Solutions Holdings, Inc. — meaning it keeps 19. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus -61. 4% for LGL. 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, Skyworks Solutions, Inc.

(SWKS) trades at 13. 4x forward P/E versus 73. 3x for MACOM Technology Solutions Holdings, Inc. — 59. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SWKS: 8. 3% to $72. 30.

In this comparison, SWKS (4.

2% yield) pays a dividend. LGL, MTSI, QRVO do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, The LGL Group, Inc.

(LGL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 33), +115. 4% 10Y return). Both have compounded well over 10 years (LGL: +115. 4%, QRVO: +98. 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: LGL is a small-cap high-growth stock; MTSI is a mid-cap high-growth stock; QRVO is a small-cap quality compounder stock; SWKS is a mid-cap income-oriented stock. SWKS pays a dividend while LGL, MTSI, QRVO 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.