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.
MTSI
MACOM Technology Solutions Holdings, Inc.
$321.60TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
TSEM
Tower Semiconductor Ltd.
$240.86TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — MTSI vs TSEM
growth of $100 · dividends reinvested · last 10yMTSI +638.8% (+22.1%/yr)TSEM +1510.0% (+32.0%/yr)TSEM compounded faster over this window
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
| Metric | MTSI | TSEM |
|---|---|---|
| P/E ratio | 103.41 | 95.20 |
| Forward P/E | 58.34 | 61.88 |
| PEG ratio | N/A | 4.62 |
| P/S ratio | 21.08 | 15.90 |
| P/B ratio | 15.92 | 8.81 |
| EV / EBITDA | 93.23 | 45.47 |
| FCF yield | 0.48% | 1.12% |
Profitability
| Metric | MTSI | TSEM |
|---|---|---|
| Gross margin | 56.56% | 26.87% |
| Operating margin | 18.11% | 16.16% |
| Net margin | 20.70% | 16.94% |
| ROE | 15.64% | 9.38% |
| ROIC | 8.94% | 7.37% |
Growth (annualized)
| Metric | MTSI | TSEM |
|---|---|---|
| Revenue CAGR (5Y) | 14.21% | 4.61% |
| EPS CAGR (5Y) | N/A | 20.30% |
| 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.
Go deeper
Dig into the metrics
MACOM Technology Solutions P/E ratioTower Semiconductor P/E ratioMACOM Technology Solutions ROETower Semiconductor ROEMACOM Technology Solutions operating marginTower Semiconductor operating marginMACOM Technology Solutions revenue growthTower Semiconductor revenue growthMACOM Technology Solutions free cash flowTower Semiconductor free cash flow
MACOM Technology Solutions & Tower Semiconductor appear in these rankings
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.