MTSI vs TRMB
MACOM Technology Solutions vs Trimble Inc. — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
64
Buy
VS
| Metric | MTSI | TRMB |
|---|
| AI Score |
64
|
64
|
| Price |
$307.28
|
$57.56
|
| P/E Ratio |
97.11×
|
-119.89×
|
| ROE |
-4.1%
|
7.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
68.4%
|
| Debt / Equity |
0.27×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.4
|
44.8
|
| Beta |
1.71
|
1.356
|
| Expected Upside |
+34.3%
|
+25.6%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus TRMB.
The committee scores are tied.
MTSI and TRMB both score 64/100.
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
TRMB Committee View
67% agreement
6 analysts
The primary driver is eps growing 127.0% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- EPS growing 127.0% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Bollinger bandwidth of 22.1% signals elevated volatility — Risk