MTSI

MACOM Technology Solutions Holdings, Inc.

Technology · $21.8B market cap

Verdict

Share price

$321.60

close of Oct 3, 2026

Fair value

$116.38

Sticker Price

Payback Price

$46.55

buy price

Overpriced

MTSI is Overpriced: at $321.60 it trades 176% above its fair value of $116.38. Its buy price (Payback Price) is $46.55, 86% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Sales-Based (P/S). Its earnings are small compared with its price, so no reasonable earnings multiple can value it. We value it on its sales instead, at the price-to-sales ratio it has typically traded at.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.7% a year✗
Equity per share growth8.1% a year✗
Sales growth7.9% a year✗
Free cash flow growth17.3% a year✓
Return on invested capital5.7%✗

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Superinvestors

2 of the investors we track hold MTSI. In Q2 2026, 1 opened a position and 1 added. Who we track

Moves in Q2 2026

New position: Lee Ainslie

Added: Polen Capital Management

About MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc., along with its affiliated entities, specializes in the design and production of sophisticated analog semiconductor solutions. These critical components are integral to both wireless and wired connectivity systems, spanning the entire electromagnetic spectrum from radio frequency (RF) to lightwave, including microwave and millimeter wave bands. The company operates globally…

Semiconductors

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works