MACOM Technology Solutions vs Silicon Labs
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The short version
- MACOM Technology Solutions is the larger business, with $967M of revenue in fiscal 2025 against $785M for Silicon Labs.
- Silicon Labs grew revenue faster (34.3%, against 32.6%).
- MACOM Technology Solutions kept more of each dollar of sales as operating profit (13.4% operating margin, against −9.0%).
- MACOM Technology Solutions turned more of its sales into free cash flow (19.9% FCF margin, against 8.4%).
- MACOM Technology Solutions earned a higher return on the capital invested in it (9.8%, against −7.0%).
| Latest fiscal year | MTSI · FY25 | SLAB · FY25 |
|---|---|---|
| Size | ||
| Market cap | $18.5B | $7.3B |
| Revenue | $967M | $785M |
| Free cash flow | $193M | $65.8M |
| Net income | −$54.2M | −$64.9M |
| Growth | ||
| Revenue growth | 32.6% | 34.3% |
| 5-year growth | 12.8% | 9.0% |
| Share count change | 0.6% | 1.7% |
| Profitability | ||
| Gross margin | 54.7% | 58.2% |
| Operating margin | 13.4% | −9.0% |
| Net margin | −5.6% | −8.3% |
| FCF margin | 19.9% | 8.4% |
| Return on capital | 9.8% | −7.0% |
| Return on equity | −4.4% | −6.0% |
| Balance sheet | ||
| Net debt | −$254M | −$291M |
| Net debt / EBITDA | −1.3x | — |
| Dividends and buybacks | $43.1M | $0.0M |
| Valuation & quality | ||
| P/E | 75.2x | — |
| Piotroski F-score | 5 | 5 |
Revenue
FY16
MTSI $544M
SLAB $698M
FY17
MTSI $699M
SLAB $769M
FY18
MTSI $570M
SLAB $868M
FY19
MTSI $500M
SLAB $474M
FY20
MTSI $530M
SLAB $511M
FY21
MTSI $607M
SLAB $721M
FY22
MTSI $675M
SLAB $1.0B
FY23
MTSI $648M
SLAB $782M
FY24
MTSI $730M
SLAB $584M
FY25
MTSI $967M
SLAB $785M
MTSI
SLAB
Operating margin
FY16
MTSI 2.4%
SLAB 9.5%
FY17
MTSI −2.3%
SLAB 11.1%
FY18
MTSI −18.7%
SLAB 9.8%
FY19
MTSI −76.1%
SLAB −18.7%
FY20
MTSI 0.6%
SLAB −21.0%
FY21
MTSI 13.4%
SLAB −4.6%
FY22
MTSI 19.7%
SLAB 11.7%
FY23
MTSI 16.6%
SLAB −3.1%
FY24
MTSI 10.1%
SLAB −28.3%
FY25
MTSI 13.4%
SLAB −9.0%
MTSI
SLAB
Free cash flow
FY16
MTSI $47.9M
SLAB $118M
FY17
MTSI $28.3M
SLAB $177M
FY18
MTSI −$16.8M
SLAB $149M
FY19
MTSI −$17.3M
SLAB $151M
FY20
MTSI $154M
SLAB $118M
FY21
MTSI $130M
SLAB $62.6M
FY22
MTSI $150M
SLAB $115M
FY23
MTSI $142M
SLAB −$52.6M
FY24
MTSI $140M
SLAB −$25.7M
FY25
MTSI $193M
SLAB $65.8M
MTSI
SLAB
Return on capital
FY16
MTSI 1.6%
SLAB 10.5%
FY17
MTSI −1.3%
SLAB 9.2%
FY18
MTSI −7.1%
SLAB 12.7%
FY19
MTSI −30.5%
SLAB −9.0%
FY20
MTSI 0.4%
SLAB −9.4%
FY21
MTSI 11.0%
SLAB −3.1%
FY22
MTSI 17.7%
SLAB 12.3%
FY23
MTSI 9.7%
SLAB −2.4%
FY24
MTSI 6.4%
SLAB −15.9%
FY25
MTSI 9.8%
SLAB −7.0%
MTSI
SLAB
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.