CSCO vs MTSI
Cisco vs MACOM Technology Solutions — AI-powered side-by-side comparison
VS
MTSI
MACOM Technology Solutions
70
Buy
| Metric | CSCO | MTSI |
|---|
| AI Score |
71
|
70
|
| Price |
$112.94
|
$327.79
|
| P/E Ratio |
33.24×
|
98.89×
|
| ROE |
26.4%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
56.6%
|
| Debt / Equity |
0.59×
|
0.24×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
34.1
|
66.9
|
| Beta |
1.007
|
1.71
|
| Expected Upside |
+16.7%
|
+31.9%
|
AI Committee View
Current Innellis committee reasoning for CSCO versus MTSI.
CSCO leads by 1 points.
CSCO scores 71/100 (Buy) versus MTSI at 70/100 (Buy).
CSCO Committee View
75% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
MTSI Committee View
60% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Bollinger bandwidth of 35.8% signals elevated volatility — Risk