JKHY vs MTSI
Jack Henry & Associates vs MACOM Technology Solutions — AI-powered side-by-side comparison
JKHY
Jack Henry & Associates
66
Buy
VS
MTSI
MACOM Technology Solutions
64
Buy
| Metric | JKHY | MTSI |
|---|
| AI Score |
66
|
64
|
| Price |
$155.92
|
$307.28
|
| P/E Ratio |
21.27×
|
97.11×
|
| ROE |
21.4%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.1%
|
56.6%
|
| Debt / Equity |
0.04×
|
0.27×
|
| Dividend Yield |
1.6%
|
0.0%
|
| RSI (14) |
44.0
|
65.4
|
| Beta |
0.553
|
1.71
|
| Expected Upside |
+19.3%
|
+34.3%
|
AI Committee View
Current Innellis committee reasoning for JKHY versus MTSI.
JKHY leads by 2 points.
JKHY scores 66/100 (Buy) versus MTSI at 64/100 (Buy).
JKHY Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 6.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 24.0% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 6.2x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
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