MTSI vs. SWKS: MACOM vs. Skyworks Stock Comparison
How do MACOM (MTSI) and Skyworks (SWKS) 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 Skyworks (SWKS) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
| Profile Item | MTSI | SWKS |
|---|---|---|
| Name | MACOM Technology Solutions Holdings, Inc. | Skyworks Solutions, 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 | 16.11 billion USD | 19.33 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | March 15, 2012 | September 7, 1984 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Total Return (1Y) | 33.29% | 23.99% |
| Total Return (3Y, Annualized) | 46.28% | 2.11% |
| Total Return (5Y, Annualized) | 25.03% | -10.13% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Volatility (1Y, Annualized) | 68.69% | 50.40% |
| Beta (5Y) | 1.83 | 1.50 |
| Max Drawdown (5Y) | -53.54% | -67.29% |
| Avg. Volume (3M) | 1.51M | 6.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.42 | 0.39 |
| Sortino Ratio (1Y) | 0.58 | 0.59 |
Profitability
ROE (TTM)
Both MACOM (MTSI) at 22.17% and Skyworks (SWKS) at 3.00% 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%
SWKS
Semiconductors & Semiconductor Equipment industry group
3.00%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- SWKS
- 3.00%
- Q1
- 1.29%
- Min
- -16.89%
Net Margin (TTM)
Both MACOM (MTSI) at 25.25% and Skyworks (SWKS) at 4.35% 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%
SWKS
Semiconductors & Semiconductor Equipment industry group
4.35%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- SWKS
- 4.35%
- Q1
- 0.90%
- Min
- -37.77%
Operating Margin (TTM)
MACOM (MTSI) at 31.66% operates in the top operating margin quartile, ahead of Skyworks (SWKS) at 9.98%, 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%
SWKS
Semiconductors & Semiconductor Equipment industry group
9.98%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- SWKS
- 9.98%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| ROE (TTM) | 22.17% | 3.00% |
| ROA (TTM) | 8.66% | 2.57% |
| Net Margin (TTM) | 25.25% | 4.35% |
| Operating Margin (TTM) | 31.66% | 9.98% |
| Gross Margin (TTM) | 58.11% | 40.78% |
Growth
Revenue Growth
Neither MACOM (MTSI) nor Skyworks (SWKS) reports a revenue growth value for this period, so a direct comparison isn't possible.
EPS Growth
Only one side can be read here: Skyworks (SWKS) reports EPS growth of -62.99%, ranked against its industry; MACOM (MTSI) has no EPS growth figure this period.
Growth Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Revenue Growth (YoY) | -- | -- |
| Revenue Growth (3Y CAGR) | -- | -- |
| EPS Growth (YoY) | -- | -62.99% |
| EPS Growth (3Y CAGR) | 49.88% | -42.92% |
Financial Strength
Current Ratio (MRQ)
Both MACOM (MTSI) at 2.54 and Skyworks (SWKS) at 3.34 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
SWKS
Semiconductors & Semiconductor Equipment industry group
3.34
- Max
- 10.33
- Q3
- 5.62
- SWKS
- 3.34
- Median
- 3.33
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Both MACOM (MTSI) at 0.24 and Skyworks (SWKS) at 0.43 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
SWKS
Semiconductors & Semiconductor Equipment industry group
0.43
- Max
- 1.46
- Q3
- 0.65
- SWKS
- 0.43
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Current Ratio (MRQ) | 2.54 | 3.34 |
| Debt / Equity (MRQ) | 0.24 | 0.43 |
| Net Debt / EBITDA | -1.04 | -0.16 |
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 Skyworks (SWKS) reports a yield of 2.62%, 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%
SWKS
Semiconductors & Semiconductor Equipment industry group
2.62%
- SWKS
- 2.62%
- Max
- 1.37%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Skyworks (SWKS) reports payout ratio above 100% at 147.15%, meaning dividends exceeded current-period earnings; MACOM (MTSI) pays no dividend (payout 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%
SWKS
Semiconductors & Semiconductor Equipment industry group
147.15%
- SWKS
- 147.15%
- Max
- 49.64%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.62% |
| Dividend Payout Ratio (TTM) | 0.00% | 147.15% |
Valuation
P/E Ratio (TTM)
MACOM (MTSI) at 48.95 is near its industry’s usual P/E ratio, while Skyworks (SWKS) at 72.10 sits in the richer quartile — SWKS 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
SWKS
Semiconductors & Semiconductor Equipment industry group
72.10
- Max
- 110.34
- SWKS
- 72.10
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
On P/S ratio, both MACOM (MTSI) at 12.14 and Skyworks (SWKS) at 4.88 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
SWKS
Semiconductors & Semiconductor Equipment industry group
4.88
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- SWKS
- 4.88
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
Skyworks (SWKS) at 2.15 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
SWKS
Semiconductors & Semiconductor Equipment industry group
2.15
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- SWKS
- 2.15
- Min
- 0.20
Valuation Metrics
| Metric | MTSI | SWKS |
|---|---|---|
| P/E Ratio (TTM) | 48.95 | 72.10 |
| P/S Ratio (TTM) | 12.14 | 4.88 |
| P/B Ratio (MRQ) | 9.50 | 2.15 |
| Free Cash Flow Yield (TTM) | 1.15% | 5.84% |