MTSI vs TSM
MACOM Technology Solutions vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
64
Buy
VS
TSM
Taiwan Semiconductor Mfg.
70
Buy
| Metric | MTSI | TSM |
|---|
| AI Score |
64
|
70
|
| Price |
$307.28
|
$430.44
|
| P/E Ratio |
97.11×
|
28.23×
|
| ROE |
-4.1%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
64.2%
|
| Debt / Equity |
0.27×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
65.4
|
66.3
|
| Beta |
1.71
|
1.392
|
| Expected Upside |
+34.3%
|
+11.5%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus TSM.
TSM leads by 6 points.
TSM scores 70/100 (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
TSM Committee View
83% agreement
6 analysts
The primary driver is revenue growing 31.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 27.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 39.9% shows genuine earnings power backing the valuation — Value
- Revenue growing 31.4% YoY -- genuine top-line momentum — Growth
- EPS growing 55.2% YoY — Growth
Bear Case
- P/E of 27.6 is moderate-to-rich — Value
- Price-to-book of 7.3x prices in significant intangible value — Value