GlobalFoundries (GFS) vs MACOM Technology Solutions (MTSI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
MACOM Technology Solutions (MTSI) has outperformed GlobalFoundries (GFS) over the past year, gaining 141.9% versus a gain of 37.5%. GlobalFoundries is the larger company by market cap ($27.12 billion vs $25.11 billion), about 1.1 times the size, while MACOM Technology Solutions is growing revenue faster (+32.6% vs +0.6%). On valuation, GlobalFoundries trades at a lower forward P/E (18.5x vs 38.7x for MACOM Technology Solutions).
GlobalFoundries pays a dividend yielding 0.25%, while MACOM Technology Solutions does not currently pay one. GlobalFoundries converts more of its revenue into profit, with a net margin of 13.0% versus -5.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GFS | MTSI |
|---|---|---|
| Share price | $48.65 | $328.74 |
| Market cap | $27.12B | $25.11B |
| 1-day change | -1.44% | +2.03% |
| YTD return | +41.35% | +88.12% |
| 1-year return | +37.49% | +141.92% |
| 5-year return | — | +401.18% |
| P/E ratio (TTM) | 38.01 | 104.69 |
| Forward P/E | 18.54 | 38.72 |
| EPS (TTM) | $1.28 | $3.14 |
| Dividend yield | 0.25% | 0.00% |
| Annual dividend | $0.12 | $0.00 |
| Revenue (latest FY) | $6.79B | $967.26M |
| Revenue growth (YoY) | +0.61% | +32.58% |
| Net income (latest FY) | $885.00M | $-54.21M |
| Gross margin | 24.89% | 54.69% |
| Operating margin | 11.74% | 13.40% |
| Net margin | 13.03% | -5.60% |
| 52-week high | $92.55 | $418.90 |
| 52-week low | $32.02 | $121.97 |
| Distance from 52-week high | -47.43% | -21.52% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +53.50% | +20.26% |
| Average volume | 4.09M | 1.36M |
| Shares outstanding | 557.42M | 76.37M |
| Employees | 14,000 | 2,000 |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- MTSI has outperformed GFS by 104.4 percentage points over the past year.
- MACOM Technology Solutions trades at a higher earnings multiple (104.7x vs 38.0x trailing P/E).
- GlobalFoundries is more profitable, keeping 13.0 cents of every revenue dollar as net income versus -5.6 cents for MACOM Technology Solutions.
- MACOM Technology Solutions grew revenue faster in its latest fiscal year (+32.58% vs +0.61%).
About GlobalFoundries
GFS stock →GLOBALFOUNDRIES Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies in the United States, Europe, the Middle East, Africa, and internationally. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units.
Technology · Semiconductors · 14,000 employees
About MACOM Technology Solutions
MTSI stock →MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems.
Technology · Semiconductors · 2,000 employees
GFS vs MTSI FAQ
Which is bigger, GlobalFoundries or MACOM Technology Solutions?
GlobalFoundries (GFS) is larger, with a market capitalization of $27.12B compared with $25.11B for MACOM Technology Solutions (MTSI).
Which stock has performed better over the past year, GFS or MTSI?
MTSI returned +141.92% over the past 12 months, compared with +37.49% for GFS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, GFS or MTSI?
GFS has the lower trailing P/E at 38.0, versus 104.7 for MTSI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, GlobalFoundries or MACOM Technology Solutions?
GlobalFoundries pays a dividend yielding 0.25%, while MACOM Technology Solutions does not currently pay a regular dividend.
Are GlobalFoundries and MACOM Technology Solutions in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.