Comprehensive Stock Comparison
Compare MACOM Technology Solutions Holdings, Inc. (MTSI) vs Marvell Technology, Inc. (MRVL) 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 MRVL's 4.7% |
| Value | MRVL | Lower P/E (28.7x vs 55.5x) |
| Quality / Margins | MRVL | 31.7% net margin vs MTSI's 15.9% |
| Stability / Safety | MTSI | Beta 1.69 vs MRVL's 2.25 |
| Dividends | MRVL | 0.3% yield; MTSI pays no meaningful dividend |
| Momentum (1Y) | MTSI | +114.5% vs MRVL's -10.8% |
| Efficiency (ROA) | MRVL | 11.5% ROA vs MTSI's 7.7%, ROIC -3.1% 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.
Marvell Technology is a semiconductor company that designs and sells data infrastructure chips for data centers, enterprise networking, and automotive applications. It generates revenue primarily from data center products (~40%), enterprise networking (~30%), and carrier infrastructure (~20%), with the remainder from consumer and automotive segments. The company's moat lies in its specialized expertise in data processing, storage, and networking semiconductors—particularly in high-growth areas like cloud computing and AI infrastructure.
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
MTSI leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). MRVL leads in 2 (Financial Metrics, Valuation Metrics).
Financial Metrics (TTM)
MRVL is the larger business by revenue, generating $7.8B annually — 7.6x MTSI's $1.0B. MRVL is the more profitable business, keeping 31.7% of every revenue dollar as net income compared to MTSI's 15.9%. On growth, MRVL holds the edge at +36.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| RevenueTrailing 12 months | $1.0B | $7.8B |
| EBITDAEarnings before interest/tax | $221M | $2.5B |
| Net IncomeAfter-tax profit | $162M | $2.5B |
| Free Cash FlowCash after capex | $133M | $1.6B |
| Gross MarginGross profit ÷ Revenue | +54.5% | +50.7% |
| Operating MarginEBIT ÷ Revenue | +15.2% | +14.8% |
| Net MarginNet income ÷ Revenue | +15.9% | +31.7% |
| FCF MarginFCF ÷ Revenue | +13.0% | +20.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +30.1% | +36.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +192.2% | +3.8% |
Valuation Metrics
On an enterprise value basis, MTSI's 98.7x EV/EBITDA is more attractive than MRVL's 116.5x.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| Market CapShares × price | $18.6B | $70.7B |
| Enterprise ValueMkt cap + debt − cash | $19.0B | $74.1B |
| Trailing P/EPrice ÷ TTM EPS | -339.89x | -80.09x |
| Forward P/EPrice ÷ next-FY EPS est. | 55.51x | 28.71x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 98.67x | 116.46x |
| Price / SalesMarket cap ÷ Revenue | 19.24x | 12.27x |
| Price / BookPrice ÷ Book value/share | 13.83x | 5.27x |
| Price / FCFMarket cap ÷ FCF | 96.53x | 50.91x |
Profitability & Efficiency
MRVL delivers a 17.6% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $12 for MTSI. MRVL carries lower financial leverage with a 0.32x debt-to-equity ratio, signaling a more conservative balance sheet compared to MTSI's 0.41x. On the Piotroski fundamental quality scale (0–9), MTSI scores 5/9 vs MRVL's 3/9, reflecting solid financial health.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| ROE (TTM)Return on equity | +12.0% | +17.6% |
| ROA (TTM)Return on assets | +7.7% | +11.5% |
| ROICReturn on invested capital | +6.0% | -3.1% |
| ROCEReturn on capital employed | +7.6% | -3.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 |
| Debt / EquityFinancial leverage | 0.41x | 0.32x |
| Net DebtTotal debt minus cash | $426M | $3.4B |
| Cash & Equiv.Liquid assets | $112M | $948M |
| Total DebtShort + long-term debt | $538M | $4.3B |
| Interest CoverageEBIT ÷ Interest expense | 33.58x | 14.82x |
Total Returns (with DRIP)
A $10,000 investment in MTSI five years ago would be worth $36,027 today (with dividends reinvested), compared to $16,739 for MRVL. Over the past 12 months, MTSI leads with a +114.5% total return vs MRVL's -10.8%. The 3-year compound annual growth rate (CAGR) favors MTSI at 53.5% vs MRVL's 22.2% — a key indicator of consistent wealth creation.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| YTD ReturnYear-to-date | +41.8% | -8.5% |
| 1-Year ReturnPast 12 months | +114.5% | -10.8% |
| 3-Year ReturnCumulative with dividends | +262.0% | +82.5% |
| 5-Year ReturnCumulative with dividends | +260.3% | +67.4% |
| 10-Year ReturnCumulative with dividends | +554.7% | +780.5% |
| CAGR (3Y)Annualised 3-year return | +53.5% | +22.2% |
Risk & Volatility
MTSI is the less volatile stock with a 1.69 beta — it tends to amplify market swings less than MRVL's 2.25 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 MRVL's 79.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.69x | 2.25x |
| 52-Week HighHighest price in past year | $256.11 | $102.77 |
| 52-Week LowLowest price in past year | $84.00 | $47.09 |
| % of 52W HighCurrent price vs 52-week peak | +96.9% | +79.5% |
| RSI (14)Momentum oscillator 0–100 | 62.3 | 48.0 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 11.3M |
Analyst Outlook
Wall Street rates MTSI as "Buy" and MRVL as "Buy". Consensus price targets imply 44.1% upside for MRVL (target: $118) vs -2.2% for MTSI (target: $243). MRVL is the only dividend payer here at 0.29% yield — a key consideration for income-focused portfolios.
| Metric | MTSIMACOM Technology … | MRVLMarvell Technolog… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $242.63 | $117.68 |
| # AnalystsCovering analysts | 23 | 71 |
| Dividend YieldAnnual dividend ÷ price | — | +0.3% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | — | $0.24 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +1.0% |
Historical Charts
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Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 20 | Feb 26 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 100 | 904.47 | +804.5% |
| Marvell Technology,… (MRVL) | 100 | 369.3 | +269.3% |
MACOM Technology So… (MTSI) returned +260% over 5 years vs Marvell Technology,… (MRVL)'s +67%. A $10,000 investment in MTSI 5 years ago would be worth $36,027 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | $544M | $967M | +77.7% |
| Marvell Technology,… (MRVL) | $2.6B | $5.8B | +117.7% |
MACOM Technology Solutions Holdings, Inc.'s revenue grew from $544M (2016) to $967M (2025) — a 6.6% CAGR. Marvell Technology, Inc.'s revenue grew from $2.6B (2016) to $5.8B (2025) — a 9.0% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 0.3% | -5.6% | -2227.8% |
| Marvell Technology,… (MRVL) | -30.6% | -15.3% | +49.9% |
MACOM Technology Solutions Holdings, Inc.'s net margin went from 0% (2016) to -6% (2025). Marvell Technology, Inc.'s net margin went from -31% (2016) to -15% (2025).
Chart 4P/E Ratio History — 4 Years
| Stock | 2021 | 2024 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 145 | 124.9 | -13.9% |
MACOM Technology Solutions Holdings, Inc. has traded in a 10x–145x P/E range over 4 years; current trailing P/E is ~-340x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| MACOM Technology So… (MTSI) | 0.03 | -0.73 | -2533.3% |
| Marvell Technology,… (MRVL) | -1.59 | -1.02 | +35.8% |
MACOM Technology Solutions Holdings, Inc.'s EPS grew from $0.03 (2016) to $-0.73 (2025) — a NaN% CAGR. Marvell Technology, Inc.'s EPS grew from $-1.59 (2016) to $-1.02 (2025).
Chart 6Free Cash Flow — 5 Years
MACOM Technology Solutions Holdings, Inc. generated $193M FCF in 2025 (+48% vs 2021). Marvell Technology, Inc. generated $1B FCF in 2025 (+99% vs 2021).
MTSI vs MRVL: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is MTSI or MRVL a better buy right now?
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 is the better long-term investment — MTSI or MRVL?
Over the past 5 years, MACOM Technology Solutions Holdings, Inc. (MTSI) delivered a total return of +260.3%, compared to +67.4% for Marvell Technology, Inc. (MRVL). A $10,000 investment in MTSI five years ago would be worth approximately $36K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MRVL returned +780.5% 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.
03Which is safer — MTSI or MRVL?
By beta (market sensitivity over 5 years), MACOM Technology Solutions Holdings, Inc. (MTSI) is the lower-risk stock at 1.69β versus Marvell Technology, Inc.'s 2.25β — meaning MRVL is approximately 33% more volatile than MTSI relative to the S&P 500. On balance sheet safety, Marvell Technology, Inc. (MRVL) carries a lower debt/equity ratio of 32% versus 41% for MACOM Technology Solutions Holdings, Inc. — giving it more financial flexibility in a downturn.
04Which has better profit margins — MTSI or MRVL?
MACOM Technology Solutions Holdings, Inc. (MTSI) is the more profitable company, earning -5.6% net margin versus -15.3% for Marvell Technology, Inc. — meaning it keeps -5.6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13.4% versus -12.5% for MRVL. 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.
05Is MTSI or MRVL more undervalued right now?
On forward earnings alone, Marvell Technology, Inc. (MRVL) trades at 28.7x forward P/E versus 55.5x for MACOM Technology Solutions Holdings, Inc. — 26.8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MRVL: 44.1% to $117.68.
06Which pays a better dividend — MTSI or MRVL?
In this comparison, MRVL (0.3% yield) pays a dividend. MTSI does not pay a meaningful dividend and should not be held primarily for income.
07Is MTSI or MRVL better for a retirement portfolio?
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 (+554.7% 10Y return). Marvell Technology, Inc. (MRVL) carries a higher beta of 2.25 — 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: +554.7%, MRVL: +780.5%), 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.
08What are the main differences between MTSI and MRVL?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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