ROG vs EME vs PWR vs MTSI

For growth investors, MACOM Technology Solutions Holdings, Inc.

(MTSI) is the stronger pick with 32. 6% revenue growth year-over-year, versus -2. 3% for Rogers Corporation (ROG). EMCOR Group, Inc. (EME) offers the better valuation at 32. 8x trailing P/E (31. 6x forward), making it the more compelling value choice. Analysts rate Rogers Corporation (ROG) a "Buy" — based on 12 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 trailing P/E, EMCOR Group, Inc.

(EME) is the cheapest at 32. 8x versus Quanta Services, Inc. at 110. 4x. On forward P/E, EMCOR Group, Inc. is actually cheaper at 31. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: EMCOR Group, Inc. wins at 0. 50x versus Quanta Services, Inc. 's 3. 33x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Quanta Services, Inc.

(PWR) delivered a total return of +651. 1%, compared to -27. 8% for Rogers Corporation (ROG). Over 10 years, the gap is even starker: PWR returned +31. 4% versus ROG's +117. 5%. 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), Rogers Corporation (ROG) is the lower-risk stock at 1.

24β versus MACOM Technology Solutions Holdings, Inc. 's 1. 75β — meaning MTSI is approximately 41% more volatile than ROG relative to the S&P 500. On balance sheet safety, Rogers Corporation (ROG) carries a lower debt/equity ratio of 3% versus 41% for MACOM Technology Solutions Holdings, Inc. — 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 -2. 3% for Rogers Corporation (ROG). On earnings-per-share growth, the picture is similar: EMCOR Group, Inc. grew EPS 31. 0% year-over-year, compared to -340. 0% for Rogers Corporation. Over a 3-year CAGR, PWR leads at 18. 4% 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.

EMCOR Group, Inc.

(EME) is the more profitable company, earning 7. 5% net margin versus -7. 6% for Rogers Corporation — meaning it keeps 7. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MTSI leads at 13. 4% versus 5. 8% for PWR. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, EMCOR Group, Inc. (EME) is the more undervalued stock at a PEG of 0. 50x versus Quanta Services, Inc. 's 3. 33x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, EMCOR Group, Inc. (EME) trades at 31. 6x forward P/E versus 76. 9x for MACOM Technology Solutions Holdings, Inc. — 45. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ROG: 9. 3% to $150. 00.

In this comparison, EME (0.

1% yield) pays a dividend. ROG, PWR, MTSI do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, EMCOR Group, Inc.

(EME) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1863% 10Y return). Both have compounded well over 10 years (EME: +1863%, PWR: +31. 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.

These companies operate in different sectors (ROG (Technology) and EME (Industrials) and PWR (Industrials) and MTSI (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ROG is a small-cap quality compounder stock; EME is a mid-cap high-growth stock; PWR is a mid-cap high-growth 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.