MTSI vs TTMI
MACOM Technology Solutions vs TTM Technologies — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
71
Buy
VS
TTMI
TTM Technologies
69
Buy
| Metric | MTSI | TTMI |
|---|
| AI Score |
71
|
69
|
| Price |
$316.29
|
$140.04
|
| P/E Ratio |
98.89×
|
61.40×
|
| ROE |
-4.1%
|
10.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
20.7%
|
| Debt / Equity |
0.24×
|
0.56×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
66.9
|
60.9
|
| Beta |
1.71
|
2.161
|
| Expected Upside |
+31.9%
|
+59.8%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus TTMI.
MTSI leads by 2 points.
MTSI scores 71/100 (Buy) versus TTMI at 69/100 (Buy).
MTSI Committee View
60% agreement
5 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Bollinger bandwidth of 35.8% signals elevated volatility — Risk
TTMI Committee View
60% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 37.8% signals elevated volatility — Risk