MACOM Technology Solutions Holdings, Inc.: stock overview

MTSINASDAQTechnology · Semiconductors & Related Devices

Price

$232.06

November 13, 2026Market cap $17.8B

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  • The full history: 17 fiscal years, from FY2010
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

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In short

MACOM Technology Solutions had revenue of $1.3B in the fiscal year to October 2, 2026 and net income of $335M, a net margin of 25.3%. Revenue grew by 17.0% a year on average over the last 5 years. At $232.06 the shares trade at a P/E of 53.2, against a median of 63.7 over the last 3 fiscal years. It holds more cash than debt, by $421M. It pays no dividend.

From its SEC filings (latest fiscal year to October 2, 2026) and the price of November 13, 2026.

Its SEC filings
Market cap
$17.8B
76.79M shares
P/E
53.2
Today53.2
Median63.7
Revenue, fiscal year
$1.3B
+17.0% a year over 5 years
Net margin
25.3%
FY2025: -5.6%, above 30% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

FY2024–FY2026 fiscal years

+34.9% a year over 2 years

  • FY2026Oct 2, 202610-K
    Revenue$1.3B
  • FY2025Oct 3, 202510-K
    Revenue$967M
  • FY2024Sep 27, 202410-K
    Revenue$730M

Fiscal years in figures

MTSI's revenue, profit, cash flow and dividend with each year-end price, from FY2010 to FY2023, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $9.5B
$17.8B
Enterprise value 
$17.4B
P/E 
53.2
EV / EBIT 
57.0
EV / Revenue 
13.1
P/B 3-year median: 7.2
10.5
FCF yield 3-year median: 1.7%
1.6%
Earnings yield 3-year median: 0.9%
1.9%

Profitability

Gross margin 
58.0%
Operating margin 
23.0%
Net margin 3-year median: 10.5%
25.3%
ROIC 
14.5%
ROIC, 5-year average 
6.9%
ROE 
22.9%

Growth

Revenue, yearly change 
+37.3%
EPS, yearly change 
–
FCF, yearly change 
+51.8%
Revenue, average a year 
+17.0%
EPS, average a year 
+51.5%

The yearly change compares FY2026 with FY2025.

Balance sheet

Cash 
$792M
Total debt 
$407M
Of which operating leases 
$36M
Net cash 
$421M
Net debt / EBITDA 
-1.1x
Interest cover 
204.1x
Current ratio 
–

Balance sheet of October 2, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
0.32%
Total returned 
0.32%
Shares, yearly change 
+2.5%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 36).

Gross margin

54.7%

Above 84% of the 179 companies in its industry, and 73% of all.

Operating margin

13.4%

Above 79% of the 189 companies in its industry, and 72% of all.

Net margin

-5.6%

Above 30% of the 193 companies in its industry, and 23% of all.

ROE

-4.0%

Above 34% of the 176 companies in its industry, and 24% of all.

ROA

-2.6%

Above 37% of the 194 companies in its industry, and 25% of all.

Revenue growth

32.6%

Above 84% of the 183 companies in its industry, and 90% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
MACOM Technology Solutions Holdings, Inc.
CIK
1493594
Exchange
NASDAQ
Industry (SIC)
3674 · Semiconductors & Related Devices
Fiscal year ends
October 3
Latest annual report
October 2, 2026
Reporting currency
USD
Shares
76.79M

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The full analysis

What do MACOM Technology Solutions's filings show?

These are MACOM Technology Solutions's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about MTSI

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What is MTSI's market cap?

MACOM Technology Solutions Holdings, Inc.'s market cap is $17.8B, at a price of $232.06 on November 13, 2026 and 76.79M shares.

What is MTSI's P/E?

MTSI's P/E is 53.2, on earnings per share of $4.31 in the fiscal year to October 2, 2026. The median over the last 3 fiscal years was 63.7.

How much revenue does MTSI have?

MACOM Technology Solutions had revenue of $1.3B in the fiscal year to October 2, 2026. Over the last 5 years it changed by +17.0% a year on average.

Does MTSI pay a dividend?

No. MACOM Technology Solutions paid no regular dividend over the last 12 months.

Where do the figures come from?

From MACOM Technology Solutions Holdings, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.