MACOM Technology Solutions vs Silicon Labs
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KIRA’s take AI analyst
I put MACOM Technology Solutions and Silicon Labs side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
MACOM Technology Solutions
MTSI
7/10
5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityShare count change
Silicon Labs
SLAB
2/10
Revenue growthGross margin
Side by side
Best in the row
| 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 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.