AVGO vs. MTSI: Broadcom vs. MACOM Stock Comparison

November 11, 2026

How do Broadcom (AVGO) and MACOM (MTSI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Broadcom (AVGO) and MACOM (MTSI) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

Company profile comparison for Broadcom (AVGO) and MACOM (MTSI)
Profile Item	AVGO	MTSI
Name	Broadcom Inc.	MACOM Technology Solutions Holdings, Inc.
Country/Region	United States	United States
GICS Sector	Information Technology	Information Technology
GICS Industry Group	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Industry	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Sub-Industry	Semiconductors	Semiconductors
Market Capitalization	1,401.97 billion USD	16.11 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	August 6, 2009	March 15, 2012
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AVGO

MTSI

GSPC

Broadcom (AVGO) vs. MACOM (MTSI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Broadcom (AVGO) and MACOM (MTSI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Broadcom (AVGO) and MACOM (MTSI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Total Return (1Y)	-8.02%	33.29%
Total Return (3Y, Annualized)	53.49%	46.28%
Total Return (5Y, Annualized)	44.26%	25.03%

Risk Profile

Drawdown History

AVGO

MTSI

GSPC

Broadcom (AVGO) vs. MACOM (MTSI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Broadcom (AVGO) and MACOM (MTSI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Volatility (1Y, Annualized)	48.06%	68.69%
Beta (5Y)	1.50	1.83
Max Drawdown (5Y)	-41.15%	-53.54%
Avg. Volume (3M)	23.75M	1.51M

Risk-Adjusted Performance

Risk-Return Positioning

AVGO and MTSI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Sharpe Ratio (1Y)	-0.26	0.42
Sortino Ratio (1Y)	-0.35	0.58

Profitability

ROE (TTM)

Broadcom (AVGO) at 44.25% sits in the top ROE quartile, while MACOM (MTSI) at 22.17% is closer to the peer norm — stronger capital efficiency for AVGO.

AVGO

Semiconductors & Semiconductor Equipment industry group

44.25%

Max: 52.82%
AVGO: 44.25%
Q3: 22.26%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

MTSI

Semiconductors & Semiconductor Equipment industry group

22.17%

Max: 52.82%
Q3: 22.26%
MTSI: 22.17%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their ROE against the Semiconductors & Semiconductor Equipment industry group benchmark.

Net Margin (TTM)

Broadcom (AVGO) at 42.94% retains a top-quartile share of revenue as profit, ahead of MACOM (MTSI) at 25.25%, which keeps about the industry-typical share.

AVGO

Semiconductors & Semiconductor Equipment industry group

42.94%

Max: 63.80%
AVGO: 42.94%
Q3: 28.36%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

MTSI

Semiconductors & Semiconductor Equipment industry group

25.25%

Max: 63.80%
Q3: 28.36%
MTSI: 25.25%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their net margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Operating Margin (TTM)

Both Broadcom (AVGO) at 54.31% and MACOM (MTSI) at 31.66% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

AVGO

Semiconductors & Semiconductor Equipment industry group

54.31%

Max: 58.66%
AVGO: 54.31%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

MTSI

Semiconductors & Semiconductor Equipment industry group

31.66%

Max: 58.66%
MTSI: 31.66%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
ROE (TTM)	44.25%	22.17%
ROA (TTM)	15.37%	8.66%
Net Margin (TTM)	42.94%	25.25%
Operating Margin (TTM)	54.31%	31.66%
Gross Margin (TTM)	75.52%	58.11%

Growth

Revenue Growth

Only one side can be read here: Broadcom (AVGO) reports revenue growth of 23.87%, ranked against its industry; MACOM (MTSI) has no revenue growth figure this period.

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Broadcom (AVGO) reports EPS growth of 287.80%, ranked against its industry; MACOM (MTSI) has no EPS growth figure this period.

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Revenue Growth (YoY)	23.87%	--
Revenue Growth (3Y CAGR)	24.38%	--
EPS Growth (YoY)	287.80%	--
EPS Growth (3Y CAGR)	21.60%	49.88%

Financial Strength

Current Ratio (MRQ)

Both Broadcom (AVGO) at 2.50 and MACOM (MTSI) at 2.54 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

AVGO

Semiconductors & Semiconductor Equipment industry group

2.50

Max: 10.33
Q3: 5.62
Median: 3.33
AVGO: 2.50
Q1: 2.35
Min: 1.03

MTSI

Semiconductors & Semiconductor Equipment industry group

2.54

Max: 10.33
Q3: 5.62
Median: 3.33
MTSI: 2.54
Q1: 2.35
Min: 1.03

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their current ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Debt / Equity (MRQ)

Both Broadcom (AVGO) at 0.60 and MACOM (MTSI) at 0.24 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

AVGO

Semiconductors & Semiconductor Equipment industry group

0.60

Max: 1.46
Q3: 0.65
AVGO: 0.60
Median: 0.27
Q1: 0.04
Min: 0.00

MTSI

Semiconductors & Semiconductor Equipment industry group

0.24

Max: 1.46
Q3: 0.65
Median: 0.27
MTSI: 0.24
Q1: 0.04
Min: 0.00

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their debt-to-equity ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Current Ratio (MRQ)	2.50	2.54
Debt / Equity (MRQ)	0.60	0.24
Net Debt / EBITDA	0.68	-1.04

Dividends

Dividend Yield (TTM)

MACOM (MTSI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Broadcom (AVGO) reports a yield of 0.89%, ranking against industry peers normally.

AVGO

Semiconductors & Semiconductor Equipment industry group

0.89%

Max: 1.37%
AVGO: 0.89%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

MTSI

Semiconductors & Semiconductor Equipment industry group

0.00%

Max: 1.37%
Q3: 0.65%
MTSI: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their dividend yield against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

MACOM (MTSI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Broadcom (AVGO) reports a payout of 32.44%, ranking against industry peers normally.

AVGO

Semiconductors & Semiconductor Equipment industry group

32.44%

Max: 49.64%
AVGO: 32.44%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

MTSI

Semiconductors & Semiconductor Equipment industry group

0.00%

Max: 49.64%
Q3: 21.71%
MTSI: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
Dividend Yield (TTM)	0.89%	0.00%
Dividend Payout Ratio (TTM)	32.44%	0.00%

Valuation

P/E Ratio (TTM)

Both Broadcom (AVGO) at 37.51 and MACOM (MTSI) at 48.95 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

AVGO

Semiconductors & Semiconductor Equipment industry group

37.51

Max: 110.34
Q3: 66.81
AVGO: 37.51
Median: 37.02
Q1: 23.96
Min: 8.12

MTSI

Semiconductors & Semiconductor Equipment industry group

48.95

Max: 110.34
Q3: 66.81
MTSI: 48.95
Median: 37.02
Q1: 23.96
Min: 8.12

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

MACOM (MTSI) at 12.14 is priced about in line with its industry on P/S ratio, while Broadcom (AVGO) at 15.73 sits in the pricier quartile — AVGO costs more per dollar of sales.

AVGO

Semiconductors & Semiconductor Equipment industry group

15.73

Max: 21.42
AVGO: 15.73
Q3: 12.27
Median: 5.76
Q1: 2.73
Min: 0.00

MTSI

Semiconductors & Semiconductor Equipment industry group

12.14

Max: 21.42
Q3: 12.27
MTSI: 12.14
Median: 5.76
Q1: 2.73
Min: 0.00

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

Both Broadcom (AVGO) at 14.06 and MACOM (MTSI) at 9.50 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

AVGO

Semiconductors & Semiconductor Equipment industry group

14.06

AVGO: 14.06
Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
Min: 0.20

MTSI

Semiconductors & Semiconductor Equipment industry group

9.50

Max: 14.06
MTSI: 9.50
Q3: 7.44
Median: 4.29
Q1: 2.30
Min: 0.20

Broadcom (AVGO) vs. MACOM (MTSI): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Broadcom (AVGO) and MACOM (MTSI)
Metric	AVGO	MTSI
P/E Ratio (TTM)	37.51	48.95
P/S Ratio (TTM)	15.73	12.14
P/B Ratio (MRQ)	14.06	9.50
Free Cash Flow Yield (TTM)	2.18%	1.15%