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.
MTSI
MACOM Technology Solutions Holdings, Inc.
$321.60TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
ZM
Zoom Communications, Inc.
$92.88TechnologyDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — MTSI vs ZM
growth of $100 · dividends reinvested · last 7yMTSI +1859.8% (+53.0%/yr)ZM +49.8% (+5.9%/yr)MTSI compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | MTSI | ZM |
|---|---|---|
| P/E ratio | 103.41 | 8.62 |
| Forward P/E | 58.34 | 15.11 |
| PEG ratio | N/A | 0.38 |
| P/S ratio | 21.08 | 5.45 |
| P/B ratio | 15.92 | 2.41 |
| EV / EBITDA | 93.23 | 18.99 |
| FCF yield | 0.48% | 7.07% |
Profitability
| Metric | MTSI | ZM |
|---|---|---|
| Gross margin | 56.56% | 77.30% |
| Operating margin | 18.11% | 23.73% |
| Net margin | 20.70% | 65.19% |
| ROE | 15.64% | 28.80% |
| ROIC | 8.94% | 8.02% |
Growth (annualized)
| Metric | MTSI | ZM |
|---|---|---|
| Revenue CAGR (5Y) | 14.21% | 6.54% |
| EPS CAGR (5Y) | N/A | 21.68% |
| 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.
Go deeper
Dig into the metrics
MACOM Technology Solutions P/E ratioZoom Communications P/E ratioMACOM Technology Solutions ROEZoom Communications ROEMACOM Technology Solutions operating marginZoom Communications operating marginMACOM Technology Solutions revenue growthZoom Communications revenue growthMACOM Technology Solutions free cash flowZoom Communications free cash flow
MACOM Technology Solutions & Zoom Communications 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.