MTSI vs WDC
MACOM Technology Solutions vs Western Digital — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
64
Buy
VS
WDC
Western Digital
64
Buy
| Metric | MTSI | WDC |
|---|
| AI Score |
64
|
64
|
| Price |
$307.28
|
$486.86
|
| P/E Ratio |
97.11×
|
16.72×
|
| ROE |
-4.1%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
48.9%
|
| Debt / Equity |
0.27×
|
0.12×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
65.4
|
39.7
|
| Beta |
1.71
|
2.217
|
| Expected Upside |
+34.3%
|
+76.0%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus WDC.
The committee scores are tied.
MTSI and WDC 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
WDC 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 117.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 35.7% YoY -- genuine top-line momentum — Growth
- EPS growing 363.8% YoY — Growth
Bear Case
- Price-to-book of 22.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 35.4% signals elevated volatility — Risk