MTSI vs SWKS: stock comparison and AI forecast
Macom Technology Solutions Holdings, Inc. (MTSI) and Skyworks Solutions, Inc. (SWKS) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
MTSI Macom Technology Solutions Holdings, Inc.
- Market Cap
- $14.54B
- P/E Ratio
- 74.7x
- Size
- large-cap
- AI Forecast
SWKS Skyworks Solutions, Inc.
- Market Cap
- $12.14B
- P/E Ratio
- 69.0x
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- MTSI is 1.2 times larger than SWKS by market capitalization ($14.54B against $12.14B).
- SWKS trades at 69.0 times trailing earnings, MTSI at 74.7 times.
- MTSI carries 0.39 times debt per unit of equity, against 0.29 times for SWKS.
- SWKS yields 3.51% in dividends; MTSI pays none.
- Both companies share the SEC industry classification Semiconductors & Related Devices.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | MTSI | SWKS |
|---|---|---|
| Market Cap | $14.54B | $12.14B |
| P/E Ratio | 74.65x | 68.98x |
| P/B Ratio | 9.43x | 2.12x |
| Dividend Yield | – | 3.51% |
| EPS | $2.55 | $1.17 |
| Book Value/Share | $20.17 | $38.14 |
| Revenue/Share | $15.24 | $26.68 |
| FCF/Share | $2.67 | $2.89 |
Profitability & Margins
| Metric | MTSI | SWKS |
|---|---|---|
| ROE | 15.6% | – |
| ROA | 11.2% | – |
| ROIC | 12.8% | 4.7% |
| Gross Margin | 56.5% | 40.7% |
| Operating Margin | 18.1% | 7.6% |
| Net Margin | 20.7% | – |
| EBT Margin | 24.6% | 8.1% |
| Tax Rate | 15.8% | 11.0% |
Financial Health
| Metric | MTSI | SWKS |
|---|---|---|
| Current Ratio | 2.34x | 3.10x |
| Quick Ratio | 1.78x | 1.94x |
| D/E Ratio | 0.39x | 0.29x |
| Financial Leverage | 1.39x | 1.29x |
| Interest Coverage | – | 8.2x |
| Working Capital | $671M | $1.84B |
Cash Flow
| Metric | MTSI | SWKS |
|---|---|---|
| Operating Cash Flow | $271M | $716M |
| Free Cash Flow | $204M | $434M |
| Capital Spending | -$67M | -$282M |
| OCF Growth YoY | 18.9% | -54.6% |
| FCF Growth YoY | 1.8% | -68.0% |
| FCF/Sales | 17.5% | 10.8% |
| CapEx/Sales | 5.8% | 7.0% |
Operational Efficiency
| Metric | MTSI | SWKS |
|---|---|---|
| Asset Turnover | 0.54x | 0.54x |
| Receivables Turnover | 6.5x | 11.5x |
| Inventory Turnover | 1.8x | 2.3x |
| Fixed Assets Turnover | 4.7x | 3.3x |
| Days Sales Outstanding | 56 days | 32 days |
| Days Inventory | 203 days | 156 days |
| Payables Period | 53 days | 41 days |
| Cash Conversion Cycle | 207 days | 146 days |
Income Statement
| Metric | MTSI | SWKS |
|---|---|---|
| Total Revenue | $1.16B | $4.01B |
| Operating Income | $211M | $305M |
| Net Income | $241M | – |
| R&D Expense | $273M | $847M |
| SG&A Expense | $175M | $438M |
| Cost of Goods Sold | $506M | $2.38B |
Dividend & Shareholder Information
| Metric | MTSI | SWKS |
|---|---|---|
| Dividends Per Share | – | $2.83 |
| Payout Ratio | – | 241.9% |
| Shares Outstanding | 76M | 150M |
| EPS Growth | – | -53.0% |
MTSI vs SWKS: stock comparison and AI forecast
Which is bigger, MTSI or SWKS?
MTSI is 1.2 times larger than SWKS by market capitalization ($14.54B against $12.14B).
Which is cheaper on earnings, MTSI or SWKS?
SWKS trades at 69.0 times trailing earnings, MTSI at 74.7 times.
Which one does Intratio's AI model rank higher, MTSI or SWKS?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.