MACOM Technology Solutions Holdings, Inc. (MTSI) vs Zoom Communications, Inc. (ZM)

A side-by-side comparison of MACOM Technology Solutions Holdings, Inc. and Zoom Communications, 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.

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Total return — MTSI vs ZM

growth of $100 · dividends reinvested · last 7y
MTSI +1859.8% (+53.0%/yr)ZM +49.8% (+5.9%/yr)MTSI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$1,960$150
MTSI ZM

MTSI vs ZM: by the numbers

  • •ZM is the larger company ($27.24B vs $24.54B market cap).
  • •ZM trades at the lower trailing earnings multiple (8.62 vs 103.41 P/E), one valuation lens rather than an overall verdict.
  • •ZM converts more revenue to profit (65.19% vs 20.70% net margin).
  • •MTSI grew revenue faster over the past five years (14.21% vs 6.54% CAGR).

Metrics side by side

Valuation

MetricMTSIZM
P/E ratio103.418.62
Forward P/E58.3415.11
PEG ratioN/A0.38
P/S ratio21.085.45
P/B ratio15.922.41
EV / EBITDA93.2318.99
FCF yield0.48%7.07%

Profitability

MetricMTSIZM
Gross margin56.56%77.30%
Operating margin18.11%23.73%
Net margin20.70%65.19%
ROE15.64%28.80%
ROIC8.94%8.02%

Growth (annualized)

MetricMTSIZM
Revenue CAGR (5Y)14.21%6.54%
EPS CAGR (5Y)N/A21.68%
FCF CAGR (5Y)4.09%2.88%
Total return CAGR (5Y)37.52%-19.06%

Frequently asked

Which has the lower trailing P/E, MTSI or ZM?
ZM has the lower trailing P/E: MTSI trades at 103.41 and ZM at 8.62. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, MTSI or ZM?
Over the past five years, MTSI grew revenue faster — MTSI at a 14.21% CAGR versus ZM at 6.54%.
Is MTSI or ZM more profitable?
ZM runs the higher net margin — MTSI at 20.70% versus ZM at 65.19%.
How have MTSI and ZM total returns compared?
Over the past 5 years, MTSI delivered 37.52% and ZM delivered -19.06% 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.