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MTSI vs. MU: MACOM vs. Micron Stock Comparison

How do MACOM (MTSI) and Micron (MU) 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

MACOM (MTSI) and Micron (MU) 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 MACOM (MTSI) and Micron (MU)
Profile ItemMTSIMU
NameMACOM Technology Solutions Holdings, Inc.Micron Technology Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS IndustrySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS Sub-IndustrySemiconductorsSemiconductors
Market Capitalization16.11 billion USD780.68 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMarch 15, 2012June 1, 1984
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MTSI
MU
GSPC
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MACOM (MTSI) vs. Micron (MU), 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 MACOM (MTSI) and Micron (MU). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Total Return (1Y)33.29%208.53%
Total Return (3Y, Annualized)46.28%115.89%
Total Return (5Y, Annualized)25.03%58.28%

Risk Profile

Drawdown History

MTSI
MU
GSPC
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MACOM (MTSI) vs. Micron (MU), 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 MACOM (MTSI) and Micron (MU). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Volatility (1Y, Annualized)68.69%83.85%
Beta (5Y)1.832.44
Max Drawdown (5Y)-53.54%-57.63%
Avg. Volume (3M)1.51M27.63M

Risk-Adjusted Performance

Risk-Return Positioning

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MTSI and MU 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 MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Sharpe Ratio (1Y)0.422.44
Sortino Ratio (1Y)0.583.87

Profitability

ROE (TTM)

Micron (MU) at 88.26% clears its industry range for ROE, a sharper capital-efficiency signal than MACOM (MTSI) at 22.17%, which is closer to a typical peer reading.

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%

MU

Semiconductors & Semiconductor Equipment industry group

88.26%

MU
88.26%
Max
52.82%
Q3
22.26%
Median
10.58%
Q1
1.29%
Min
-16.89%
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MACOM (MTSI) vs. Micron (MU): A comparison of their ROE against the Semiconductors & Semiconductor Equipment industry group benchmark.

Net Margin (TTM)

Micron (MU) at 63.80% retains a top-quartile share of revenue as profit, ahead of MACOM (MTSI) at 25.25%, which keeps about the industry-typical share.

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%

MU

Semiconductors & Semiconductor Equipment industry group

63.80%

MU
63.80%
Max
63.80%
Q3
28.36%
Median
11.44%
Q1
0.90%
Min
-37.77%
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MACOM (MTSI) vs. Micron (MU): A comparison of their net margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Operating Margin (TTM)

Micron (MU) at 80.68% shows unusually strong operating efficiency — above its industry’s operating margin range — and MACOM (MTSI) at 31.66% also operates in the top quartile.

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%

MU

Semiconductors & Semiconductor Equipment industry group

80.68%

MU
80.68%
Max
58.66%
Q3
30.23%
Median
15.91%
Q1
7.54%
Min
-25.74%
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MACOM (MTSI) vs. Micron (MU): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
ROE (TTM)22.17%88.26%
ROA (TTM)8.66%44.56%
Net Margin (TTM)25.25%63.80%
Operating Margin (TTM)31.66%80.68%
Gross Margin (TTM)58.11%80.72%

Growth

Revenue Growth

Only one side can be read here: Micron (MU) reports revenue growth of 256.33%, ranked against its industry; MACOM (MTSI) has no revenue growth figure this period.

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

EPS Growth

Only one side can be read here: Micron (MU) reports EPS growth of 879.31%, ranked against its industry; MACOM (MTSI) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Revenue Growth (YoY)--256.33%
Revenue Growth (3Y CAGR)--104.65%
EPS Growth (YoY)--879.31%
EPS Growth (3Y CAGR)49.88%--

Financial Strength

Current Ratio (MRQ)

Both MACOM (MTSI) at 2.54 and Micron (MU) at 3.31 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

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

MU

Semiconductors & Semiconductor Equipment industry group

3.31

Max
10.33
Q3
5.62
Median
3.33
MU
3.31
Q1
2.35
Min
1.03
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MACOM (MTSI) vs. Micron (MU): A comparison of their current ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Debt / Equity (MRQ)

Micron (MU) at 0.04 keeps leverage in the lower industry quartile, while MACOM (MTSI) at 0.24 runs a more typical debt-to-equity mix.

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

MU

Semiconductors & Semiconductor Equipment industry group

0.04

Max
1.46
Q3
0.65
Median
0.27
Q1
0.04
MU
0.04
Min
0.00
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MACOM (MTSI) vs. Micron (MU): A comparison of their debt-to-equity ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Current Ratio (MRQ)2.543.31
Debt / Equity (MRQ)0.240.04
Net Debt / EBITDA-1.04-0.35

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 Micron (MU) reports a yield of 0.09%, ranking against industry peers normally.

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%

MU

Semiconductors & Semiconductor Equipment industry group

0.09%

Max
1.37%
Q3
0.65%
MU
0.09%
Median
0.00%
Q1
0.00%
Min
0.00%
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MACOM (MTSI) vs. Micron (MU): 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 Micron (MU) reports a payout of 0.71%, ranking against industry peers normally.

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%

MU

Semiconductors & Semiconductor Equipment industry group

0.71%

Max
49.64%
Q3
21.71%
MU
0.71%
Median
0.00%
Q1
0.00%
Min
0.00%
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MACOM (MTSI) vs. Micron (MU): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
Dividend Yield (TTM)0.00%0.09%
Dividend Payout Ratio (TTM)0.00%0.71%

Valuation

P/E Ratio (TTM)

Micron (MU) at 9.28 sits in the cheaper P/E ratio quartile, while MACOM (MTSI) at 48.95 is closer to its industry’s usual earnings multiple — a discount for MU, though growth and earnings durability still matter.

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

MU

Semiconductors & Semiconductor Equipment industry group

9.28

Max
110.34
Q3
66.81
Median
37.02
Q1
23.96
MU
9.28
Min
8.12
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MACOM (MTSI) vs. Micron (MU): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both MACOM (MTSI) at 12.14 and Micron (MU) at 5.86 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

MU

Semiconductors & Semiconductor Equipment industry group

5.86

Max
21.42
Q3
12.27
MU
5.86
Median
5.76
Q1
2.73
Min
0.00
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MACOM (MTSI) vs. Micron (MU): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

Micron (MU) at 5.64 is valued about in line with its industry on P/B ratio, while MACOM (MTSI) at 9.50 carries an above-peer premium to book — MTSI is pricier on assets.

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

MU

Semiconductors & Semiconductor Equipment industry group

5.64

Max
14.06
Q3
7.44
MU
5.64
Median
4.29
Q1
2.30
Min
0.20
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MACOM (MTSI) vs. Micron (MU): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for MACOM (MTSI) and Micron (MU)
MetricMTSIMU
P/E Ratio (TTM)48.959.28
P/S Ratio (TTM)12.145.86
P/B Ratio (MRQ)9.505.64
Free Cash Flow Yield (TTM)1.15%3.73%