MACOM Technology Solutions (MTSI) vs Tower Semiconductor (TSEM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Tower Semiconductor (TSEM) has outperformed MACOM Technology Solutions (MTSI) over the past year, gaining 208.5% versus a gain of 162.5%. Over five years, TSEM leads with a +657.2% price change compared with +422.5% for MTSI. Tower Semiconductor is the larger company by market cap ($25.86 billion vs $24.61 billion), about 1.1 times the size, while MACOM Technology Solutions is growing revenue faster (+32.6% vs +9.1%).
On valuation, Tower Semiconductor trades at a lower forward P/E (34.1x vs 38.0x for MACOM Technology Solutions). Tower Semiconductor converts more of its revenue into profit, with a net margin of 14.1% 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 | MTSI | TSEM |
|---|---|---|
| Share price | $322.21 | $228.75 |
| Market cap | $24.61B | $25.86B |
| 1-day change | -4.08% | -7.85% |
| YTD return | +96.12% | +94.81% |
| 1-year return | +162.49% | +208.45% |
| 5-year return | +422.49% | +657.20% |
| P/E ratio (TTM) | 102.61 | 90.42 |
| Forward P/E | 37.95 | 34.09 |
| EPS (TTM) | $3.14 | $2.53 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $967.26M | $1.57B |
| Revenue growth (YoY) | +32.58% | +9.05% |
| Net income (latest FY) | $-54.21M | $220.47M |
| Gross margin | 54.69% | 23.23% |
| Operating margin | 13.40% | 12.40% |
| Net margin | -5.60% | 14.08% |
| 52-week high | $418.90 | $319.94 |
| 52-week low | $121.97 | $70.90 |
| Distance from 52-week high | -23.08% | -28.50% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +22.69% | +36.80% |
| Average volume | 1.36M | 1.88M |
| Shares outstanding | 76.37M | 113.03M |
| Employees | 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
- TSEM has outperformed MTSI by 46.0 percentage points over the past year.
- Tower Semiconductor is more profitable, keeping 14.1 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 +9.05%).
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
About Tower Semiconductor
TSEM stock →Tower Semiconductor Ltd., an independent semiconductor foundry, provides technology, development, and process platforms for integrated circuits in the United States, Japan, rest of Asia, and Europe. The company provides customizable process technologies, including SiGe, SiPho, mixed signal CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, wafers, and integrated power management.
Technology · Semiconductors
MTSI vs TSEM FAQ
Which is bigger, MACOM Technology Solutions or Tower Semiconductor?
Tower Semiconductor (TSEM) is larger, with a market capitalization of $25.86B compared with $24.61B for MACOM Technology Solutions (MTSI).
Which stock has performed better over the past year, MTSI or TSEM?
TSEM returned +208.45% over the past 12 months, compared with +162.49% for MTSI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, MTSI or TSEM?
TSEM has the lower trailing P/E at 90.4, versus 102.6 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.
Are MACOM Technology Solutions and Tower Semiconductor in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.