MTSI vs ZM
MACOM Technology Solutions vs Zoom Communications, Inc. — AI-powered side-by-side comparison
MTSI
MACOM Technology Solutions
64
Buy
VS
ZM
Zoom Communications, Inc.
65
Buy
| Metric | MTSI | ZM |
|---|
| AI Score |
64
|
65
|
| Price |
$307.28
|
$109.82
|
| P/E Ratio |
97.11×
|
15.15×
|
| ROE |
-4.1%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
56.6%
|
77.4%
|
| Debt / Equity |
0.27×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.4
|
72.0
|
| Beta |
1.71
|
1.04
|
| Expected Upside |
+34.3%
|
+9.1%
|
AI Committee View
Current Innellis committee reasoning for MTSI versus ZM.
ZM leads by 1 points.
ZM scores 65/100 (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
ZM Committee View
83% agreement
6 analysts
The primary driver is p/e of 14.7 is inexpensive for the broad market. The main limiting factor is bollinger bandwidth of 29.5% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.7 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 72 is in overbought territory — Technical
- Bollinger bandwidth of 29.5% signals elevated volatility — Risk