Corpay, Inc. (CPAY) vs MACOM Technology Solutions Holdings, Inc. (MTSI)

A side-by-side comparison of Corpay, Inc. and MACOM Technology Solutions Holdings, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CPAY vs MTSI

growth of $100 · dividends reinvested · last 10y
CPAY +130.4% (+8.7%/yr)MTSI +659.6% (+22.5%/yr)MTSI compounded faster over this window
02004006008001kStart $10020182020202220242026$230$760
CPAY MTSI

CPAY vs MTSI: by the numbers

  • •CPAY is the larger company ($25.79B vs $24.54B market cap).
  • •CPAY trades at the lower trailing earnings multiple (24.02 vs 103.41 P/E), one valuation lens rather than an overall verdict.
  • •CPAY converts more revenue to profit (22.72% vs 20.70% net margin).
  • •CPAY grew revenue faster over the past five years (15.16% vs 14.21% CAGR).

Metrics side by side

Valuation

MetricCPAYMTSI
P/E ratio24.02103.41
Forward P/E14.4158.34
PEG ratio1.83N/A
P/S ratio5.1421.08
P/B ratio7.2815.92
EV / EBITDA13.3593.23
FCF yield6.35%0.48%

Profitability

MetricCPAYMTSI
Gross margin73.34%56.56%
Operating margin40.80%18.11%
Net margin22.72%20.70%
ROE32.21%15.64%
ROIC8.92%8.94%

Growth (annualized)

MetricCPAYMTSI
Revenue CAGR (5Y)15.16%14.21%
EPS CAGR (5Y)12.72%N/A
FCF CAGR (5Y)-1.40%4.09%
Total return CAGR (5Y)8.15%37.52%

Frequently asked

Which has the lower trailing P/E, CPAY or MTSI?
CPAY has the lower trailing P/E: CPAY trades at 24.02 and MTSI at 103.41. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CPAY or MTSI?
Over the past five years, CPAY grew revenue faster — CPAY at a 15.16% CAGR versus MTSI at 14.21%.
Is CPAY or MTSI more profitable?
CPAY runs the higher net margin — CPAY at 22.72% versus MTSI at 20.70%.
How have CPAY and MTSI total returns compared?
Over the past 10 years, CPAY delivered 8.55% and MTSI delivered 22.47% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 3, 2026.