MTSI vs SNX
MACOM Technology Solutions vs TD Synnex — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
64
Buy
VS
| Metric | MTSI | SNX |
|---|
| AI Score |
64
|
67
|
| Price |
$307.28
|
$254.44
|
| P/E Ratio |
97.11×
|
18.13×
|
| ROE |
-4.1%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
6.8%
|
| Debt / Equity |
0.27×
|
0.53×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
65.4
|
52.7
|
| Beta |
1.71
|
1.436
|
| Expected Upside |
+34.3%
|
+16.1%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus SNX.
SNX leads by 3 points.
SNX scores 67/100 (Buy) versus MTSI at 64/100 (Buy).
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
SNX Committee View
100% agreement
5 analysts
The primary driver is price-to-book of 1.5x is a discount to asset value. The main limiting factor is sector concentration is already high (hhi 2504.4). The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth