MACOM Technology Solutions Holdings, Inc. (MTSI) vs Tower Semiconductor Ltd. (TSEM)

A side-by-side comparison of MACOM Technology Solutions Holdings, Inc. and Tower Semiconductor Ltd. 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.

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Total return — MTSI vs TSEM

growth of $100 · dividends reinvested · last 10y
MTSI +638.8% (+22.1%/yr)TSEM +1510.0% (+32.0%/yr)TSEM compounded faster over this window
05001k2k2kStart $10020182020202220242026$739$1,610
MTSI TSEM

MTSI vs TSEM: by the numbers

  • •TSEM is the larger company ($27.18B vs $24.54B market cap).
  • •TSEM trades at the lower trailing earnings multiple (95.20 vs 103.41 P/E), one valuation lens rather than an overall verdict.
  • •MTSI converts more revenue to profit (20.70% vs 16.94% net margin).
  • •MTSI grew revenue faster over the past five years (14.21% vs 4.61% CAGR).

Metrics side by side

Valuation

MetricMTSITSEM
P/E ratio103.4195.20
Forward P/E58.3461.88
PEG ratioN/A4.62
P/S ratio21.0815.90
P/B ratio15.928.81
EV / EBITDA93.2345.47
FCF yield0.48%1.12%

Profitability

MetricMTSITSEM
Gross margin56.56%26.87%
Operating margin18.11%16.16%
Net margin20.70%16.94%
ROE15.64%9.38%
ROIC8.94%7.37%

Growth (annualized)

MetricMTSITSEM
Revenue CAGR (5Y)14.21%4.61%
EPS CAGR (5Y)N/A20.30%
FCF CAGR (5Y)4.09%N/A
Total return CAGR (5Y)37.52%51.61%

Frequently asked

Which has the lower trailing P/E, MTSI or TSEM?
TSEM has the lower trailing P/E: MTSI trades at 103.41 and TSEM at 95.20. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, MTSI or TSEM?
Over the past five years, MTSI grew revenue faster — MTSI at a 14.21% CAGR versus TSEM at 4.61%.
Is MTSI or TSEM more profitable?
MTSI runs the higher net margin — MTSI at 20.70% versus TSEM at 16.94%.
How have MTSI and TSEM total returns compared?
Over the past 10 years, MTSI delivered 22.47% and TSEM delivered 31.83% 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.