MTSI vs. STM: MACOM vs. STMicroelectronics Stock Comparison
How do MACOM (MTSI) and STMicroelectronics (STM) 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 STMicroelectronics (STM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
MACOM (MTSI) trades as ordinary local shares, while STMicroelectronics (STM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | MTSI | STM |
|---|---|---|
| Name | MACOM Technology Solutions Holdings, Inc. | STMicroelectronics N.V. |
| Country/Region | United States | Switzerland |
| 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 | 37.30 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | March 15, 2012 | December 8, 1994 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MTSI | STM |
|---|---|---|
| Total Return (1Y) | 33.29% | 90.64% |
| Total Return (3Y, Annualized) | 46.28% | 4.24% |
| Total Return (5Y, Annualized) | 25.03% | -1.95% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MTSI | STM |
|---|---|---|
| Volatility (1Y, Annualized) | 68.69% | 62.24% |
| Beta (5Y) | 1.83 | 2.00 |
| Max Drawdown (5Y) | -53.54% | -66.66% |
| Avg. Volume (3M) | 1.51M | 9.18M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MTSI | STM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.42 | 1.39 |
| Sortino Ratio (1Y) | 0.58 | 2.07 |
Profitability
ROE (TTM)
Both MACOM (MTSI) at 22.17% and STMicroelectronics (STM) at 2.95% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
STM
Semiconductors & Semiconductor Equipment industry group
2.95%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- STM
- 2.95%
- Q1
- 1.29%
- Min
- -16.89%
Net Margin (TTM)
Both MACOM (MTSI) at 25.25% and STMicroelectronics (STM) at 3.80% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
STM
Semiconductors & Semiconductor Equipment industry group
3.80%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- STM
- 3.80%
- Q1
- 0.90%
- Min
- -37.77%
Operating Margin (TTM)
MACOM (MTSI) at 31.66% operates in the top operating margin quartile, ahead of STMicroelectronics (STM) at 11.10%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
11.10%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- STM
- 11.10%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | MTSI | STM |
|---|---|---|
| ROE (TTM) | 22.17% | 2.95% |
| ROA (TTM) | 8.66% | 2.63% |
| Net Margin (TTM) | 25.25% | 3.80% |
| Operating Margin (TTM) | 31.66% | 11.10% |
| Gross Margin (TTM) | 58.11% | 35.53% |
Growth
Revenue Growth
Only one side can be read here: STMicroelectronics (STM) reports revenue growth of -11.07%, ranked against its industry; MACOM (MTSI) has no revenue growth figure this period.
EPS Growth
Only one side can be read here: STMicroelectronics (STM) reports EPS growth of -89.16%, ranked against its industry; MACOM (MTSI) has no EPS growth figure this period.
Growth Metrics
| Metric | MTSI | STM |
|---|---|---|
| Revenue Growth (YoY) | -- | -11.07% |
| Revenue Growth (3Y CAGR) | -- | -9.89% |
| EPS Growth (YoY) | -- | -89.16% |
| EPS Growth (3Y CAGR) | 49.88% | -66.39% |
Financial Strength
Current Ratio (MRQ)
Both MACOM (MTSI) at 2.54 and STMicroelectronics (STM) at 3.13 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
STM
Semiconductors & Semiconductor Equipment industry group
3.13
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- STM
- 3.13
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Both MACOM (MTSI) at 0.24 and STMicroelectronics (STM) at 0.19 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
STM
Semiconductors & Semiconductor Equipment industry group
0.19
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- STM
- 0.19
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | MTSI | STM |
|---|---|---|
| Current Ratio (MRQ) | 2.54 | 3.13 |
| Debt / Equity (MRQ) | 0.24 | 0.19 |
| Net Debt / EBITDA | -1.04 | -0.63 |
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 STMicroelectronics (STM) reports a yield of 0.90%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
0.90%
- Max
- 1.37%
- STM
- 0.90%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
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 STMicroelectronics (STM) reports a payout of 63.16%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
63.16%
- STM
- 63.16%
- Max
- 49.64%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MTSI | STM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.90% |
| Dividend Payout Ratio (TTM) | 0.00% | 63.16% |
Valuation
P/E Ratio (TTM)
MACOM (MTSI) at 48.95 is near its industry’s usual P/E ratio, while STMicroelectronics (STM) at 73.19 sits in the richer quartile — STM needs stronger growth or earnings quality to justify the premium.
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
STM
Semiconductors & Semiconductor Equipment industry group
73.19
- Max
- 110.34
- STM
- 73.19
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
STMicroelectronics (STM) at 2.73 sits in the cheaper P/S ratio quartile while MACOM (MTSI) at 12.14 prices around its industry’s middle — STM costs less per dollar of sales, though read it alongside growth and margins.
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
STM
Semiconductors & Semiconductor Equipment industry group
2.73
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- STM
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
STMicroelectronics (STM) at 2.09 looks cheap against book in the lower P/B ratio quartile, while MACOM (MTSI) at 9.50 carries a premium in the upper quartile — a clear price-to-book gap.
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
STM
Semiconductors & Semiconductor Equipment industry group
2.09
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- STM
- 2.09
- Min
- 0.20
Valuation Metrics
| Metric | MTSI | STM |
|---|---|---|
| P/E Ratio (TTM) | 48.95 | 73.19 |
| P/S Ratio (TTM) | 12.14 | 2.73 |
| P/B Ratio (MRQ) | 9.50 | 2.09 |
| Free Cash Flow Yield (TTM) | 1.15% | 0.29% |