ERIC vs MTSI
Telefonaktiebolaget LM Ericsson (publ) vs MACOM Technology Solutions — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
MTSI
MACOM Technology Solutions
64
Buy
| Metric | ERIC | MTSI |
|---|
| AI Score |
63
|
64
|
| Price |
$10.28
|
$307.28
|
| P/E Ratio |
13.20×
|
97.11×
|
| ROE |
24.4%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
56.6%
|
| Debt / Equity |
0.38×
|
0.27×
|
| Dividend Yield |
3.0%
|
0.0%
|
| RSI (14) |
57.0
|
65.4
|
| Beta |
0.521
|
1.71
|
| Expected Upside |
+1.5%
|
+34.3%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus MTSI.
MTSI leads by 1 points.
MTSI scores 64/100 (Buy) versus ERIC at 63/100 (Buy).
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 13.0 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 13.0 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
MTSI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 17.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 101.1 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- Bollinger bandwidth of 32.2% signals elevated volatility — Risk