MTSIMACOM Technology Solutions Holdings, Inc.
Is the price fair?
A demanding price: priced for +33% a year vs +20% a year delivered and rich vs its sector.
Priced for ~33% a year FCF growth. The price demands more than its three-year revenue growth of 20% a year, priced for acceleration.
In its normal range: P/E 105.0 vs a 81.0 median over 17 quarters (+30% vs median).
Sector median 30.5× across 203 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.
Unless marked, from derived, as of Jul 3, 2026.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What MTSI's price assumes
MACOM Technology Solutions Holdings, Inc. trades at 105× earnings against 76.7× for the median Semiconductors name, more expensive than its own group.
Trailing P/E · Semiconductors median 76.7 · 1.37× the median: the market pays up for this one
- Price / sales
- 25.6
Price / sales · today's price, trailing year to Jul 3, 2026
- Free cash flow yield
- 0.69%
Free cash flow yield · Semiconductors median 1.8%
- Growth the price implies
- +33%
Growth the price implies · The price pays for +33% free cash flow growth a year for a decade; the business has delivered +11% a year over the last three.
Details›
- Price / booktoday's price, trailing year to Jul 3, 2026
- 19.3
- EV / EBITtoday's price, trailing year to Jul 3, 2026
- 141
- EV / salestoday's price, trailing year to Jul 3, 2026
- 25.6
- Technology median P/E459 names
- 37.7
- Semiconductors median P/E53 names
- 76.7
- Free cash flow, trailing twelve months
- $204M
- Market capitalisation
- $29.8B
- 3-year revenue growth
- +20%
- 3-year free cash flow growth
- +11%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $48.57 |
| Its own P/E history, median | $254.34 |
| Its own P/E history, upper quartile | $341.26 |
| 52-week range | $122.18 – $409.68 |
| Today | $329.87 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.