QRVO
Qorvo, Inc.
Semiconductors
Market Cap$8.39B
5Y Perf.-13.6%
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Stock Comparison
QRVO vs MTSI
Revenue, margins, valuation, and 5-year total return — side by side.
MTSI
MACOM Technology Solutions Holdings, Inc.
Semiconductors
Market Cap$27.00B
5Y Perf.+1033.5%
QRVO vs MTSI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | QRVO | MTSI |
|---|---|---|
| Industry | Semiconductors | Semiconductors |
| Market Cap | $8.39B | $27.00B |
| Revenue (TTM) | $3.68B | $1.07B |
| Net Income (TTM) | $339M | $177M |
| Gross Margin | 45.9% | 55.3% |
| Operating Margin | 11.2% | 16.0% |
| Forward P/E | 13.9x | 73.3x |
| Total Debt | $1.55B | $538M |
| Cash & Equiv. | $1.22B | $112M |
QRVO vs MTSI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
QRVO
MTSI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Qorvo, Inc. (QRVO) | 100 | 86.4 | -13.6% |
| MACOM Technology So… (MTSI) | 100 | 1133.5 | +1033.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: QRVO vs MTSI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: MTSI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Qorvo, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
QRVO
Qorvo, Inc.
The Income Pick
QRVO is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.26
- Lower volatility, beta 1.26, Low D/E 46.3%, current ratio 3.24x
- Beta 1.26, current ratio 3.24x
Best for: income & stability and sleep-well-at-night
MTSI
MACOM Technology Solutions Holdings, Inc.
The Growth Play
MTSI carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 32.6%, EPS growth -170.2%, 3Y rev CAGR 12.7%
- 8.4% 10Y total return vs QRVO's 98.4%
- 32.6% revenue growth vs QRVO's -1.1%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | MTSI | 32.6% revenue growth vs QRVO's -1.1% |
| Value | QRVO | Lower P/E (13.9x vs 73.3x) |
| Quality / Margins | MTSI | 16.5% margin vs QRVO's 9.2% |
| Stability / Safety | QRVO | Beta 1.26 vs MTSI's 1.69 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | MTSI | +200.8% vs QRVO's +25.1% |
| Efficiency (ROA) | MTSI | 8.6% ROA vs QRVO's 5.6%, ROIC 6.0% vs 8.1% |
QRVO vs MTSI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
QRVO vs MTSI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLMTSILAGGINGQRVO
QRVOQorvo, Inc.
1leads
MTSIMACOM Technology Solu…
3leads
6 Total Categories
CATEGORYLEADERvs QRVOMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
MTSI5/6
Valuation MetricsMultiples, price ratios, and targets
QRVO5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MTSI5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
MTSI6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
MTSI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
QRVO is the larger business by revenue, generating $3.7B annually — 3.4x MTSI's $1.1B. MTSI is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to QRVO's 9.2%. On growth, MTSI holds the edge at +22.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| RevenueTrailing 12 months | $3.7B | $1.1B |
| EBITDAEarnings before interest/tax | $607M | $223M |
| Net IncomeAfter-tax profit | $339M | $177M |
| Free Cash FlowCash after capex | $680M | $168M |
| Gross MarginGross profit ÷ Revenue | +45.9% | +55.3% |
| Operating MarginEBIT ÷ Revenue | +11.2% | +16.0% |
| Net MarginNet income ÷ Revenue | +9.2% | +16.5% |
| FCF MarginFCF ÷ Revenue | +18.5% | +15.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.0% | +22.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -3.0% | +42.9% |
MTSI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
QRVO leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, QRVO's 21.2x EV/EBITDA is more attractive than MTSI's 142.1x.
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| Market CapShares × price | $8.4B | $27.0B |
| Enterprise ValueMkt cap + debt − cash | $8.7B | $27.4B |
| Trailing P/EPrice ÷ TTM EPS | 25.01x | -492.99x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.90x | 73.25x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 21.20x | 142.12x |
| Price / SalesMarket cap ÷ Revenue | 2.28x | 27.91x |
| Price / BookPrice ÷ Book value/share | 2.53x | 20.06x |
| Price / FCFMarket cap ÷ FCF | 12.35x | 140.00x |
QRVO leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
MTSI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
MTSI delivers a 13.2% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $10 for QRVO. MTSI carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to QRVO's 0.46x. On the Piotroski fundamental quality scale (0–9), QRVO scores 8/9 vs MTSI's 5/9, reflecting strong financial health.
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| ROE (TTM)Return on equity | +9.7% | +13.2% |
| ROA (TTM)Return on assets | +5.6% | +8.6% |
| ROICReturn on invested capital | +8.1% | +6.0% |
| ROCEReturn on capital employed | +8.0% | +7.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.46x | 0.41x |
| Net DebtTotal debt minus cash | $330M | $426M |
| Cash & Equiv.Liquid assets | $1.2B | $112M |
| Total DebtShort + long-term debt | $1.5B | $538M |
| Interest CoverageEBIT ÷ Interest expense | 6.34x | 32.37x |
MTSI leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
MTSI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MTSI five years ago would be worth $67,774 today (with dividends reinvested), compared to $5,280 for QRVO. Over the past 12 months, MTSI leads with a +200.8% total return vs QRVO's +25.1%. The 3-year compound annual growth rate (CAGR) favors MTSI at 87.1% vs QRVO's -1.3% — a key indicator of consistent wealth creation.
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| YTD ReturnYear-to-date | +4.9% | +105.7% |
| 1-Year ReturnPast 12 months | +25.1% | +200.8% |
| 3-Year ReturnCumulative with dividends | -3.9% | +554.9% |
| 5-Year ReturnCumulative with dividends | -47.2% | +577.7% |
| 10-Year ReturnCumulative with dividends | +98.4% | +836.0% |
| CAGR (3Y)Annualised 3-year return | -1.3% | +87.1% |
MTSI leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — QRVO and MTSI each lead in 1 of 2 comparable metrics.
Risk & Volatility
QRVO is the less volatile stock with a 1.26 beta — it tends to amplify market swings less than MTSI's 1.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MTSI currently trades 98.9% from its 52-week high vs QRVO's 85.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.26x | 1.69x |
| 52-Week HighHighest price in past year | $106.30 | $364.00 |
| 52-Week LowLowest price in past year | $71.64 | $117.05 |
| % of 52W HighCurrent price vs 52-week peak | +85.2% | +98.9% |
| RSI (14)Momentum oscillator 0–100 | 56.5 | 79.1 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 1.1M |
Evenly matched — QRVO and MTSI each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates QRVO as "Hold" and MTSI as "Buy". Consensus price targets imply -1.8% upside for QRVO (target: $89) vs -7.7% for MTSI (target: $332).
| Metric | QRVOQorvo, Inc. | MTSIMACOM Technology … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $88.86 | $332.00 |
| # AnalystsCovering analysts | 42 | 23 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +6.3% | +0.2% |
Insufficient data to determine a leader in this category.
Key Takeaway
MTSI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). QRVO leads in 1 (Valuation Metrics). 1 tied.
Best OverallMACOM Technology Solutions … (MTSI)Leads 3 of 6 categories
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QRVO vs MTSI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is QRVO or MTSI a better buy right now?
For growth investors, MACOM Technology Solutions Holdings, Inc.
(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus -1. 1% for Qorvo, Inc. (QRVO). Qorvo, Inc. (QRVO) offers the better valuation at 25. 0x trailing P/E (13. 9x 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 — QRVO or MTSI?
On forward P/E, Qorvo, Inc.
is actually cheaper at 13. 9x.
03Which is the better long-term investment — QRVO or MTSI?
Over the past 5 years, MACOM Technology Solutions Holdings, Inc.
(MTSI) delivered a total return of +577. 7%, compared to -47. 2% for Qorvo, Inc. (QRVO). Over 10 years, the gap is even starker: MTSI returned +836. 0% versus QRVO's +98. 4%. 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 — QRVO or MTSI?
By beta (market sensitivity over 5 years), Qorvo, Inc.
(QRVO) is the lower-risk stock at 1. 26β versus MACOM Technology Solutions Holdings, Inc. 's 1. 69β — meaning MTSI is approximately 34% more volatile than QRVO 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 46% for Qorvo, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — QRVO or MTSI?
By revenue growth (latest reported year), MACOM Technology Solutions Holdings, Inc.
(MTSI) is pulling ahead at 32. 6% versus -1. 1% for Qorvo, Inc. (QRVO). 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, MTSI leads at 12. 7% 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.
06Which has better profit margins — QRVO or MTSI?
Qorvo, Inc.
(QRVO) is the more profitable company, earning 9. 2% net margin versus -5. 6% for MACOM Technology Solutions Holdings, Inc. — meaning it keeps 9. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus 11. 2% for QRVO. 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.
07Is QRVO or MTSI more undervalued right now?
On forward earnings alone, Qorvo, Inc.
(QRVO) trades at 13. 9x forward P/E versus 73. 3x for MACOM Technology Solutions Holdings, Inc. — 59. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for QRVO: -1. 8% to $88. 86.
08Which pays a better dividend — QRVO or MTSI?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is QRVO or MTSI 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 (+836. 0% 10Y return). Both have compounded well over 10 years (MTSI: +836. 0%, 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.
10What are the main differences between QRVO and MTSI?
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: QRVO is a small-cap quality compounder stock; MTSI is a mid-cap high-growth stock. 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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Revenue Growth>
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(QRVO: -7.0% · MTSI: 22.5%)Net Margin>
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