PRSO vs SMTC vs SIMO vs MTSI

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus 4. 7% for Semtech Corporation (SMTC). Silicon Motion Technology Corporation (SIMO) offers the better valuation at 16. 6x trailing P/E (29. 9x forward), making it the more compelling value choice. Analysts rate Semtech Corporation (SMTC) a "Buy" — based on 32 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, Silicon Motion Technology Corporation is actually cheaper at 29.

9x.

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

(MTSI) delivered a total return of +513. 6%, compared to -99. 3% for Peraso Inc. (PRSO). Over 10 years, the gap is even starker: MTSI returned +795. 9% versus PRSO's -100. 0%. 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), Peraso Inc.

(PRSO) is the lower-risk stock at 1. 11β versus Semtech Corporation's 2. 73β — meaning SMTC is approximately 147% more volatile than PRSO relative to the S&P 500. On balance sheet safety, Peraso Inc. (PRSO) carries a lower debt/equity ratio of 9% versus 102% for Semtech Corporation — 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 4. 7% for Semtech Corporation (SMTC). On earnings-per-share growth, the picture is similar: Semtech Corporation grew EPS 86. 7% year-over-year, compared to -170. 2% for MACOM Technology Solutions Holdings, Inc.. Over a 3-year CAGR, PRSO leads at 36. 9% 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.

Silicon Motion Technology Corporation (SIMO) is the more profitable company, earning 13.

9% net margin versus -73. 6% for Peraso Inc. — meaning it keeps 13. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus -85. 3% for PRSO. 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, Silicon Motion Technology Corporation (SIMO) trades at 29.

9x forward P/E versus 76. 9x for MACOM Technology Solutions Holdings, Inc. — 47. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SIMO: 3. 5% to $251. 25.

In this comparison, SIMO (3.

3% yield) pays a dividend. PRSO, SMTC, MTSI do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Silicon Motion Technology Corporation (SIMO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (3.

3% yield, +533. 8% 10Y return). Semtech Corporation (SMTC) carries a higher beta of 2. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SIMO: +533. 8%, SMTC: +460. 9%), 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: PRSO is a small-cap quality compounder stock; SMTC is a mid-cap quality compounder stock; SIMO is a small-cap deep-value stock; MTSI is a mid-cap high-growth stock. SIMO pays a dividend while PRSO, SMTC, MTSI 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.