Comprehensive Stock Comparison
Compare MACOM Technology Solutions Holdings, Inc. (MTSI) vs Broadcom Inc. (AVGO) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | MTSI | 32.6% revenue growth vs AVGO's 23.9% |
| Value | AVGO | Lower P/E (31.1x vs 55.5x) |
| Quality / Margins | AVGO | 36.2% net margin vs MTSI's 15.9% |
| Stability / Safety | MTSI | Beta 1.69 vs AVGO's 1.75, lower leverage |
| Dividends | AVGO | 0.7% yield; 15-year raise streak; MTSI pays no meaningful dividend |
| Momentum (1Y) | MTSI | +114.5% vs AVGO's +61.4% |
| Efficiency (ROA) | AVGO | 13.5% ROA vs MTSI's 7.7%, ROIC 14.9% vs 6.0% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
MACOM Technology Solutions designs and manufactures analog semiconductor components for wireless and wireline communications infrastructure. It generates revenue primarily from sales of RF, microwave, and optical semiconductors—roughly 60% from telecommunications infrastructure and 40% from industrial and defense applications. The company's competitive advantage lies in its deep expertise in high-performance analog semiconductors for demanding applications like 5G base stations, military radar, and data center interconnects.
Broadcom is a semiconductor and infrastructure software company that designs and supplies critical components for data centers, networking, and connectivity. It generates revenue primarily from semiconductor sales (~70%) and infrastructure software licensing (~30%), with key segments including wired infrastructure, wireless communications, and enterprise storage. The company's moat lies in its deep engineering expertise, extensive patent portfolio, and entrenched positions in mission-critical infrastructure where customers face high switching costs.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
AVGO leads in 3 of 6 categories (Financial Metrics, Total Returns). MTSI leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
Financial Metrics (TTM)
AVGO is the larger business by revenue, generating $63.9B annually — 62.6x MTSI's $1.0B. AVGO is the more profitable business, keeping 36.2% of every revenue dollar as net income compared to MTSI's 15.9%. On growth, MTSI holds the edge at +30.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.0B | $63.9B |
| EBITDAEarnings before interest/tax | $221M | $34.2B |
| Net IncomeAfter-tax profit | $162M | $23.1B |
| Free Cash FlowCash after capex | $133M | $26.9B |
| Gross MarginGross profit ÷ Revenue | +54.5% | +67.8% |
| Operating MarginEBIT ÷ Revenue | +15.2% | +39.9% |
| Net MarginNet income ÷ Revenue | +15.9% | +36.2% |
| FCF MarginFCF ÷ Revenue | +13.0% | +42.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +30.1% | +22.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +192.2% | +3.1% |
Valuation Metrics
On an enterprise value basis, AVGO's 44.1x EV/EBITDA is more attractive than MTSI's 98.7x.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| Market CapShares × price | $18.6B | $1.52T |
| Enterprise ValueMkt cap + debt − cash | $19.0B | $1.56T |
| Trailing P/EPrice ÷ TTM EPS | -339.89x | 66.99x |
| Forward P/EPrice ÷ next-FY EPS est. | 55.51x | 31.10x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.80x |
| EV / EBITDAEnterprise value multiple | 98.67x | 44.06x |
| Price / SalesMarket cap ÷ Revenue | 19.24x | 23.71x |
| Price / BookPrice ÷ Book value/share | 13.83x | 19.08x |
| Price / FCFMarket cap ÷ FCF | 96.53x | 56.29x |
Profitability & Efficiency
AVGO delivers a 28.4% return on equity — every $100 of shareholder capital generates $28 in annual profit, vs $12 for MTSI. MTSI carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to AVGO's 0.80x. On the Piotroski fundamental quality scale (0–9), MTSI scores 5/9 vs AVGO's 4/9, reflecting solid financial health.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +12.0% | +28.4% |
| ROA (TTM)Return on assets | +7.7% | +13.5% |
| ROICReturn on invested capital | +6.0% | +14.9% |
| ROCEReturn on capital employed | +7.6% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.41x | 0.80x |
| Net DebtTotal debt minus cash | $426M | $49.0B |
| Cash & Equiv.Liquid assets | $112M | $16.2B |
| Total DebtShort + long-term debt | $538M | $65.1B |
| Interest CoverageEBIT ÷ Interest expense | 33.58x | 8.09x |
Total Returns (with DRIP)
A $10,000 investment in AVGO five years ago would be worth $67,244 today (with dividends reinvested), compared to $36,027 for MTSI. Over the past 12 months, MTSI leads with a +114.5% total return vs AVGO's +61.4%. The 3-year compound annual growth rate (CAGR) favors AVGO at 76.4% vs MTSI's 53.5% — a key indicator of consistent wealth creation.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +41.8% | -8.1% |
| 1-Year ReturnPast 12 months | +114.5% | +61.4% |
| 3-Year ReturnCumulative with dividends | +262.0% | +448.6% |
| 5-Year ReturnCumulative with dividends | +260.3% | +572.4% |
| 10-Year ReturnCumulative with dividends | +554.7% | +2389.2% |
| CAGR (3Y)Annualised 3-year return | +53.5% | +76.4% |
Risk & Volatility
MTSI is the less volatile stock with a 1.69 beta — it tends to amplify market swings less than AVGO's 1.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MTSI currently trades 96.9% from its 52-week high vs AVGO's 77.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.69x | 1.75x |
| 52-Week HighHighest price in past year | $256.11 | $414.61 |
| 52-Week LowLowest price in past year | $84.00 | $138.10 |
| % of 52W HighCurrent price vs 52-week peak | +96.9% | +77.1% |
| RSI (14)Momentum oscillator 0–100 | 62.3 | 44.2 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 21.0M |
Analyst Outlook
Wall Street rates MTSI as "Buy" and AVGO as "Buy". Consensus price targets imply 38.9% upside for AVGO (target: $444) vs -2.2% for MTSI (target: $243). AVGO is the only dividend payer here at 0.72% yield — a key consideration for income-focused portfolios.
| Metric | MTSIMACOM Technology … | AVGOBroadcom Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $242.63 | $443.72 |
| # AnalystsCovering analysts | 23 | 57 |
| Dividend YieldAnnual dividend ÷ price | — | +0.7% |
| Dividend StreakConsecutive years of raises | 0 | 15 |
| Dividend / ShareAnnual DPS | — | $2.30 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +0.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 20 | Feb 26 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 100 | 904.47 | +804.5% |
| Broadcom Inc. (AVGO) | 100 | 1,214.64 | +1114.6% |
Broadcom Inc. (AVGO) returned +572% over 5 years vs MACOM Technology So… (MTSI)'s +260%. A $10,000 investment in AVGO 5 years ago would be worth $67,244 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | $544M | $967M | +77.7% |
| Broadcom Inc. (AVGO) | $13.2B | $63.9B | +382.5% |
MACOM Technology Solutions Holdings, Inc.'s revenue grew from $544M (2016) to $967M (2025) — a 6.6% CAGR. Broadcom Inc.'s revenue grew from $13.2B (2016) to $63.9B (2025) — a 19.1% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 0.3% | -5.6% | -2227.8% |
| Broadcom Inc. (AVGO) | -13.1% | 36.2% | +375.6% |
MACOM Technology Solutions Holdings, Inc.'s net margin went from 0% (2016) to -6% (2025). Broadcom Inc.'s net margin went from -13% (2016) to 36% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 145 | 124.9 | -13.9% |
| Broadcom Inc. (AVGO) | 61.2 | 72.6 | +18.6% |
MACOM Technology Solutions Holdings, Inc. has traded in a 10x–145x P/E range over 4 years; current trailing P/E is ~-340x. Broadcom Inc. has traded in a 9x–189x P/E range over 9 years; current trailing P/E is ~67x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 0.03 | -0.73 | -2533.3% |
| Broadcom Inc. (AVGO) | -0.44 | 4.77 | +1184.1% |
MACOM Technology Solutions Holdings, Inc.'s EPS grew from $0.03 (2016) to $-0.73 (2025) — a NaN% CAGR. Broadcom Inc.'s EPS grew from $-0.44 (2016) to $4.77 (2025).
Chart 6Free Cash Flow — 5 Years
MACOM Technology Solutions Holdings, Inc. generated $193M FCF in 2025 (+48% vs 2021). Broadcom Inc. generated $27B FCF in 2025 (+102% vs 2021).
MTSI vs AVGO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is MTSI or AVGO a better buy right now?
Broadcom Inc. (AVGO) offers the better valuation at 67.0x trailing P/E (31.1x 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.
02Which has the better valuation — MTSI or AVGO?
On forward P/E, Broadcom Inc. is actually cheaper at 31.1x.
03Which is the better long-term investment — MTSI or AVGO?
Over the past 5 years, Broadcom Inc. (AVGO) delivered a total return of +572.4%, compared to +260.3% for MACOM Technology Solutions Holdings, Inc. (MTSI). A $10,000 investment in AVGO five years ago would be worth approximately $67K today (assuming dividends reinvested). Over 10 years, the gap is even starker: AVGO returned +23.9% versus MTSI's +554.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MTSI or AVGO?
By beta (market sensitivity over 5 years), MACOM Technology Solutions Holdings, Inc. (MTSI) is the lower-risk stock at 1.69β versus Broadcom Inc.'s 1.75β — meaning AVGO is approximately 4% more volatile than MTSI relative to the S&P 500. On balance sheet safety, MACOM Technology Solutions Holdings, Inc. (MTSI) carries a lower debt/equity ratio of 41% versus 80% for Broadcom Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — MTSI or AVGO?
Broadcom Inc. (AVGO) is the more profitable company, earning 36.2% net margin versus -5.6% for MACOM Technology Solutions Holdings, Inc. — meaning it keeps 36.2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVGO leads at 39.9% versus 13.4% for MTSI. At the gross margin level — before operating expenses — AVGO leads at 67.8%, 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.
06Is MTSI or AVGO more undervalued right now?
On forward earnings alone, Broadcom Inc. (AVGO) trades at 31.1x forward P/E versus 55.5x for MACOM Technology Solutions Holdings, Inc. — 24.4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AVGO: 38.9% to $443.72.
07Which pays a better dividend — MTSI or AVGO?
In this comparison, AVGO (0.7% yield) pays a dividend. MTSI does not pay a meaningful dividend and should not be held primarily for income.
08Is MTSI or AVGO better for a retirement portfolio?
For long-horizon retirement investors, Broadcom Inc. (AVGO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0.7% 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 (AVGO: +23.9%, MTSI: +554.7%), 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.
09What are the main differences between MTSI and AVGO?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. AVGO pays a dividend while MTSI does 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.
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