MTSI vs. QCOM: MACOM vs. QUALCOMM Stock Comparison

November 11, 2026

How do MACOM (MTSI) and QUALCOMM (QCOM) 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 QUALCOMM (QCOM) 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 QUALCOMM (QCOM)
Profile Item	MTSI	QCOM
Name	MACOM Technology Solutions Holdings, Inc.	QUALCOMM Incorporated
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	16.11 billion USD	176.99 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	March 15, 2012	December 13, 1991
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

MTSI

QCOM

GSPC

MACOM (MTSI) vs. QUALCOMM (QCOM), 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

Loading price history…

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

Calendar-Year Returns

Loading price history…

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

Performance Metrics

Price performance metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
Total Return (1Y)	33.29%	4.41%
Total Return (3Y, Annualized)	46.28%	15.75%
Total Return (5Y, Annualized)	25.03%	3.17%

Risk Profile

Drawdown History

MTSI

QCOM

GSPC

MACOM (MTSI) vs. QUALCOMM (QCOM), 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

Loading price history…

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

Risk Metrics

Risk profile metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
Volatility (1Y, Annualized)	68.69%	55.42%
Beta (5Y)	1.83	1.73
Max Drawdown (5Y)	-53.54%	-44.29%
Avg. Volume (3M)	1.51M	12.25M

Risk-Adjusted Performance

Risk-Return Positioning

MTSI and QCOM 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 QUALCOMM (QCOM)
Metric	MTSI	QCOM
Sharpe Ratio (1Y)	0.42	0.00
Sortino Ratio (1Y)	0.58	0.00

Profitability

ROE (TTM)

QUALCOMM (QCOM) at 52.82% sits in the top ROE quartile, while MACOM (MTSI) at 22.17% is closer to the peer norm — stronger capital efficiency for QCOM.

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%

QCOM

Semiconductors & Semiconductor Equipment industry group

52.82%

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

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

Net Margin (TTM)

QUALCOMM (QCOM) at 31.61% 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%

QCOM

Semiconductors & Semiconductor Equipment industry group

31.61%

Max: 63.80%
QCOM: 31.61%
Q3: 28.36%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

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

Operating Margin (TTM)

MACOM (MTSI) at 31.66% operates in the top operating margin quartile, ahead of QUALCOMM (QCOM) at 15.41%, which runs around its industry’s norm.

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%

QCOM

Semiconductors & Semiconductor Equipment industry group

15.41%

Max: 58.66%
Q3: 30.23%
Median: 15.91%
QCOM: 15.41%
Q1: 7.54%
Min: -25.74%

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

Profitability Metrics

Profitability metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
ROE (TTM)	22.17%	52.82%
ROA (TTM)	8.66%	10.13%
Net Margin (TTM)	25.25%	31.61%
Operating Margin (TTM)	31.66%	15.41%
Gross Margin (TTM)	58.11%	53.10%

Growth

Revenue Growth

Only one side can be read here: QUALCOMM (QCOM) reports revenue growth of -2.63%, ranked against its industry; MACOM (MTSI) has no revenue growth figure this period.

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

EPS Growth

Only one side can be read here: QUALCOMM (QCOM) reports EPS growth of 153.49%, ranked against its industry; MACOM (MTSI) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
Revenue Growth (YoY)	--	-2.63%
Revenue Growth (3Y CAGR)	--	6.38%
EPS Growth (YoY)	--	153.49%
EPS Growth (3Y CAGR)	49.88%	25.53%

Financial Strength

Current Ratio (MRQ)

MACOM (MTSI) at 2.54 keeps current ratio within its industry’s typical mid-range, while QUALCOMM (QCOM) at 1.86 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for QCOM.

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

QCOM

Semiconductors & Semiconductor Equipment industry group

1.86

Max: 10.33
Q3: 5.62
Median: 3.33
Q1: 2.35
QCOM: 1.86
Min: 1.03

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

Debt / Equity (MRQ)

Both MACOM (MTSI) at 0.24 and QUALCOMM (QCOM) at 0.53 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

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

QCOM

Semiconductors & Semiconductor Equipment industry group

0.53

Max: 1.46
Q3: 0.65
QCOM: 0.53
Median: 0.27
Q1: 0.04
Min: 0.00

MACOM (MTSI) vs. QUALCOMM (QCOM): 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 QUALCOMM (QCOM)
Metric	MTSI	QCOM
Current Ratio (MRQ)	2.54	1.86
Debt / Equity (MRQ)	0.24	0.53
Net Debt / EBITDA	-1.04	0.78

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 QUALCOMM (QCOM) reports a yield of 2.31%, 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%

QCOM

Semiconductors & Semiconductor Equipment industry group

2.31%

QCOM: 2.31%
Max: 1.37%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

MACOM (MTSI) vs. QUALCOMM (QCOM): 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 QUALCOMM (QCOM) reports a payout of 28.50%, 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%

QCOM

Semiconductors & Semiconductor Equipment industry group

28.50%

Max: 49.64%
QCOM: 28.50%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
Dividend Yield (TTM)	0.00%	2.31%
Dividend Payout Ratio (TTM)	0.00%	28.50%

Valuation

P/E Ratio (TTM)

QUALCOMM (QCOM) at 13.02 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 QCOM, 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

QCOM

Semiconductors & Semiconductor Equipment industry group

13.02

Max: 110.34
Q3: 66.81
Median: 37.02
Q1: 23.96
QCOM: 13.02
Min: 8.12

MACOM (MTSI) vs. QUALCOMM (QCOM): 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 QUALCOMM (QCOM) at 4.10 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

QCOM

Semiconductors & Semiconductor Equipment industry group

4.10

Max: 21.42
Q3: 12.27
Median: 5.76
QCOM: 4.10
Q1: 2.73
Min: 0.00

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

P/B Ratio (MRQ)

QUALCOMM (QCOM) at 5.83 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

QCOM

Semiconductors & Semiconductor Equipment industry group

5.83

Max: 14.06
Q3: 7.44
QCOM: 5.83
Median: 4.29
Q1: 2.30
Min: 0.20

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

Valuation Metrics

Valuation metrics for MACOM (MTSI) and QUALCOMM (QCOM)
Metric	MTSI	QCOM
P/E Ratio (TTM)	48.95	13.02
P/S Ratio (TTM)	12.14	4.10
P/B Ratio (MRQ)	9.50	5.83
Free Cash Flow Yield (TTM)	1.15%	5.15%