MOBX vs MTSI vs SLAB vs SWKS

For growth investors, Mobix Labs, Inc.

(MOBX) is the stronger pick with 53. 9% 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 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 -97. 9% for Mobix Labs, Inc. (MOBX). Over 10 years, the gap is even starker: MTSI returned +836. 0% versus MOBX's -97. 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), Mobix Labs, Inc.

(MOBX) is the lower-risk stock at 0. 93β versus MACOM Technology Solutions Holdings, Inc. 's 1. 69β — meaning MTSI is approximately 82% more volatile than MOBX relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 41% for MACOM Technology Solutions Holdings, Inc. — giving it more financial flexibility in a downturn.

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

(MOBX) is pulling ahead at 53. 9% versus -2. 2% for Skyworks Solutions, Inc. (SWKS). On earnings-per-share growth, the picture is similar: Silicon Laboratories Inc. grew EPS 66. 6% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, MOBX leads at 44. 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.

Skyworks Solutions, Inc.

(SWKS) is the more profitable company, earning 11. 7% net margin versus -465. 4% for Mobix Labs, Inc. — meaning it keeps 11. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus -439. 6% for MOBX. At the gross margin level — before operating expenses — SLAB leads at 58. 2%, 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 80. 3x for Silicon Laboratories Inc. — 67. 0x 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. MOBX, MTSI, SLAB do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Skyworks Solutions, Inc.

(SWKS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (4. 2% yield). MACOM Technology Solutions Holdings, Inc. (MTSI) carries a higher beta of 1. 69 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SWKS: +33. 9%, MTSI: +836. 0%), 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: MOBX is a small-cap high-growth stock; MTSI is a mid-cap high-growth stock; SLAB is a small-cap high-growth stock; SWKS is a mid-cap income-oriented stock. SWKS pays a dividend while MOBX, MTSI, SLAB 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.