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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Interest Coverage 1.10
MTSI's Interest Coverage is ranked lower than
95% of the 672 Companies
in the Global Semiconductors industry.

( Industry Median: 53.74 vs. MTSI: 1.10 )
Ranked among companies with meaningful Interest Coverage only.
MTSI' s Interest Coverage Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0
Current: 1.1
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

vs
industry
vs
history
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» MTSI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

MTSI Guru Trades in Q1 2016

Chuck Royce 135,000 sh (New)
Pioneer Investments 147,292 sh (New)
Columbia Wanger 896,411 sh (+14.33%)
Ron Baron 40,000 sh (unchged)
RS Investment Management Sold Out
» More
Q2 2016

MTSI Guru Trades in Q2 2016

Paul Tudor Jones 8,900 sh (New)
Joel Greenblatt 38,459 sh (New)
Jim Simons 102,800 sh (New)
Chuck Royce 144,000 sh (+6.67%)
Ron Baron 40,000 sh (unchged)
Pioneer Investments Sold Out
Columbia Wanger 773,652 sh (-13.69%)
» More
Q3 2016

MTSI Guru Trades in Q3 2016

Ron Baron 43,000 sh (+7.50%)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Chuck Royce 115,000 sh (-20.14%)
Columbia Wanger 617,187 sh (-20.22%)
Jim Simons 10,500 sh (-89.79%)
» More
Q4 2016

MTSI Guru Trades in Q4 2016

Jim Simons 221,200 sh (+2006.67%)
Ron Baron 64,500 sh (+50.00%)
Chuck Royce 86,000 sh (-25.22%)
Columbia Wanger 407,284 sh (-34.01%)
» More
» Details

Insider Trades

Latest Guru Trades with MTSI

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Semiconductors » Semiconductors    NAICS: 334413    SIC: 3674
Compare:NAS:SLAB, NAS:ISIL, OTCPK:AUKUF, NAS:IDTI, NAS:CREE, NAS:CRUS, NAS:MLNX, NAS:AMKR, NAS:MPWR, NYSE:VSH, NAS:SMTC, NYSE:IPHI, NAS:TSEM, NAS:POWI, NAS:CY, NYSE:MXL, NAS:CCMP, NAS:CAVM, NAS:OCLR, NAS:SIMO » details
Traded in other countries:1MA.Germany,
M/A-COM Technology Solutions Holdings Inc is a provider of high-performance analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave and millimeterwave spectrum.

MACOM Technology Solutions Holdings Inc was incorporated under the laws of the State of Delaware in March 2009. It is a provider of analog semiconductor solutions that enable next-generation internet applications, the cloud connected apps economy, and the modern, networked battlefield across the radio frequency (RF), microwave, millimeterwave and photonic spectrum. The Company design and manufacture differentiated, products for customers. It offers standard and custom devices, which include integrated circuits (IC), multi-chip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components and complete subsystems, across three markets. The Company's semiconductor products are electronic components that customers incorporate into larger electronic systems, such as, point-to-point wireless backhaul radios, high-density networks, active antenna arrays, radar, magnetic resonance imaging systems (MRI) and unmanned aerial vehicles (UAVs). Its markets are Networks, which includes carrier and enterprise infrastructure, wired broadband and cellular backhaul, cellular infrastructure, photonic solutions and fiber optic applications; Aerospace and Defense (A&D), which includes military and commercial radar, RF jammers, electronic countermeasures, and communication data links; and Multi-market, which includes industrial, medical, test and measurement and scientific applications. It manages one reportable operating segment, which designs, develops, manufactures, and markets semiconductors and modules. Its products are sold in the U.S., Asia, and Europe. It competes with Avago Technologies Limited, Cobham, Microsemi, Qorvo and Skyworks. As of October 2, 2015, it had 409 U.S. and 161 foreign patents and 61 U.S. and 41 foreign pending patent applications covering elements of circuit design, manufacturing and wafer fabrication.

Guru Investment Theses on MACOM Technology Solutions Holdings Inc

Baron Funds Comments on MACOM Technology Solutions Holdings - Jan 18, 2017

Growth These are companies that typically have revenue growth of 15%-20% that we think will lead to significant future earnings growth. These companies are generally more established than the higher growth companies in which we invest. An example is MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), a high performance analog semiconductor company. MACOM sells its semiconductors, components, and subsystems to the communications, aerospace/defense, and industrial (including medical) markets. MACOM’s engineered analog chips are valuable IP-protected products. Their value is borne out by high operating margins of 23% (which we believe can expand to 40%). We believe the company can triple its revenues to $1.5 billion over the next five years, and increase profits even faster. We think its addressable market is $9.5 billion.



From Baron Discovery Fund's Investing in Earlier Stage Small Cap Growth Companies January 2017.



Check out Ron Baron latest stock trades

Baron Funds Comments on MACOM Technology Solutions Holdings - Aug 10, 2016

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) designs and manufactures high end analog semiconductors used for industrial, military, and communications end markets. It has no consumer (handset) exposure, and it has significant opportunities in a number of new markets that each dwarf its existing $500 million in revenue. We believe that MACOM has unique radio-frequency technology based on Gallium-Nitride on Silicon (GaN), that will lead to near-term revenue growth in markets such as cellular tower power amplifiers, microwave oven and dryer components, and military and civilian radars that are worth billions of dollars in new market opportunity. In addition, the company has a multi-billion dollar market opportunity in optical networking components that connect data networks that span from the ultra-long distance, to short distance data center interconnections. We believe that MACOM possesses some unique proprietary laser technology that will enable it to capture meaningful market share in metro and data center optical markets. We think that communications-related growth is already starting, and that we will see progress in the GaN markets starting in the second half of this year. If MACOM executes its business plan, we are likely to see 20% revenue growth for years to come. Despite these exciting prospects, shares have traded down for a number of reasons including concerns about Chinese end markets, given its economy, economic prospects in Europe, given the Brexit vote, and general industrial conditions worldwide. We have done a significant amount of due diligence on the company and firmly believe that all of the company’s fundamental opportunities are intact. Given the company’s current valuation, we are very excited about prospects for the shares.





From Baron Discovery Fund's second quarter 2016 commentary.





Check out Ron Baron latest stock trades

Baron Funds Comments on M/A-COM Technology Solutions Holdings - Feb 25, 2016

M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) designs and manufactures high end analog semiconductors used for industrial, military and communications end markets. Its analog chips are primarily for radio-frequency and microwave applications, and act on natural phenomena versus manipulating binary signals composed of ones and zeros (as is the case with digital processor chips). This adds engineering complexity which allows for increased product differentiation and higher margins. M/A-COM has some unique capabilities that we believe will lead to increased market share in its key end markets. In the data center market (driven by the ever-increasing need by companies such as Facebook, Google, Amazon and Microsoft to upgrade to higher speed networks), M/A-COM has unique optical electronic and laser chips plus packaging that we believe give it technology and cost advantages. In the radar market, M/A-COM has some unique technologies including Gallium Arsenide (GaN) on Silicon, which should make it a low cost/high performance leader for military and civilian projects. M/A-COM has already won some military radar contracts, as well as a pilot FAA radar program. Given our research effort in the defense industry, we believe there will be many more projects to come. And the GaN technology should also give M/A-COM an advantage in the cellular base station market, where we believe it will replace older technology. We believe that M/A-COM has design wins (currently under qualification) with three of the four major manufacturers of this equipment, so this could be a large new opportunity for the company. Shares increased in the quarter as investors started to realize the size of some of the company’s opportunities that should start to shape up in 2016.





M/A-COM currently has 50% gross and 19% cash flow margins, which we believe can increase to 65% and 35%, respectively, over time, driven by what we think could be 20% revenue growth. And management has been diligent in using its cash flow to re-position the portfolio by buying higher margin, unique technologies (laser chips, GaN on Silicon), and selling lower margin (auto) businesses.



From Baron Discover Fund's fourth quarter 2015 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about MACOM Technology Solutions Holdings Inc

Baron Funds Comments on MACOM Technology Solutions Holdings Guru stock highlight
Growth These are companies that typically have revenue growth of 15%-20% that we think will lead to significant future earnings growth. These companies are generally more established than the higher growth companies in which we invest. An example is MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), a high performance analog semiconductor company. MACOM sells its semiconductors, components, and subsystems to the communications, aerospace/defense, and industrial (including medical) markets. MACOM’s engineered analog chips are valuable IP-protected products. Their value is borne out by high operating margins of 23% (which we believe can expand to 40%). We believe the company can triple its revenues to $1.5 billion over the next five years, and increase profits even faster. We think its addressable market is $9.5 billion. Read more...
Baron Funds Comments on MACOM Technology Solutions Holdings Guru stock highlight
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) designs and manufactures high end analog semiconductors used for industrial, military, and communications end markets. It has no consumer (handset) exposure, and it has significant opportunities in a number of new markets that each dwarf its existing $500 million in revenue. We believe that MACOM has unique radio-frequency technology based on Gallium-Nitride on Silicon (GaN), that will lead to near-term revenue growth in markets such as cellular tower power amplifiers, microwave oven and dryer components, and military and civilian radars that are worth billions of dollars in new market opportunity. In addition, the company has a multi-billion dollar market opportunity in optical networking components that connect data networks that span from the ultra-long distance, to short distance data center interconnections. We believe that MACOM possesses some unique proprietary laser technology that will enable it to capture meaningful market share in metro and data center optical markets. We think that communications-related growth is already starting, and that we will Read more...
RS Investment Exits Position in Home Furnishings Company Guru acquires stake in Sonic in 1st quarter
Five of RS Investment Management (Trades, Portfolio)’s top six transactions in the first quarter were divestitures or reductions in what may have been a reflection of a rough start to the investing year. Read more...

Ratios

vs
industry
vs
history
PE Ratio 4747.00
MTSI's PE Ratio is ranked lower than
100% of the 481 Companies
in the Global Semiconductors industry.

( Industry Median: 24.38 vs. MTSI: 4747.00 )
Ranked among companies with meaningful PE Ratio only.
MTSI' s PE Ratio Range Over the Past 10 Years
Min: 0.5  Med: 49.36 Max: 5037
Current: 4747
0.5
5037
Price-to-Owner-Earnings 164.83
MTSI's Price-to-Owner-Earnings is ranked lower than
94% of the 369 Companies
in the Global Semiconductors industry.

( Industry Median: 19.11 vs. MTSI: 164.83 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
MTSI' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 31  Med: 43.17 Max: 174.9
Current: 164.83
31
174.9
PB Ratio 5.52
MTSI's PB Ratio is ranked lower than
91% of the 714 Companies
in the Global Semiconductors industry.

( Industry Median: 1.81 vs. MTSI: 5.52 )
Ranked among companies with meaningful PB Ratio only.
MTSI' s PB Ratio Range Over the Past 10 Years
Min: 2.48  Med: 4.43 Max: 7.3
Current: 5.52
2.48
7.3
PS Ratio 4.41
MTSI's PS Ratio is ranked lower than
83% of the 723 Companies
in the Global Semiconductors industry.

( Industry Median: 1.63 vs. MTSI: 4.41 )
Ranked among companies with meaningful PS Ratio only.
MTSI' s PS Ratio Range Over the Past 10 Years
Min: 0.11  Med: 3.43 Max: 6.1
Current: 4.41
0.11
6.1
Price-to-Free-Cash-Flow 47.52
MTSI's Price-to-Free-Cash-Flow is ranked lower than
83% of the 366 Companies
in the Global Semiconductors industry.

( Industry Median: 17.70 vs. MTSI: 47.52 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
MTSI' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 1.15  Med: 49.07 Max: 2293.33
Current: 47.52
1.15
2293.33
Price-to-Operating-Cash-Flow 30.39
MTSI's Price-to-Operating-Cash-Flow is ranked lower than
83% of the 439 Companies
in the Global Semiconductors industry.

( Industry Median: 11.58 vs. MTSI: 30.39 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
MTSI' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 0.78  Med: 31.87 Max: 164.88
Current: 30.39
0.78
164.88
Current Ratio 7.37
MTSI's Current Ratio is ranked higher than
91% of the 727 Companies
in the Global Semiconductors industry.

( Industry Median: 2.37 vs. MTSI: 7.37 )
Ranked among companies with meaningful Current Ratio only.
MTSI' s Current Ratio Range Over the Past 10 Years
Min: 1.22  Med: 3.98 Max: 7.37
Current: 7.37
1.22
7.37
Quick Ratio 6.05
MTSI's Quick Ratio is ranked higher than
90% of the 727 Companies
in the Global Semiconductors industry.

( Industry Median: 1.79 vs. MTSI: 6.05 )
Ranked among companies with meaningful Quick Ratio only.
MTSI' s Quick Ratio Range Over the Past 10 Years
Min: 0.76  Med: 2.81 Max: 6.05
Current: 6.05
0.76
6.05
Days Inventory 144.48
MTSI's Days Inventory is ranked lower than
82% of the 705 Companies
in the Global Semiconductors industry.

( Industry Median: 78.95 vs. MTSI: 144.48 )
Ranked among companies with meaningful Days Inventory only.
MTSI' s Days Inventory Range Over the Past 10 Years
Min: 95.37  Med: 122.96 Max: 197.46
Current: 144.48
95.37
197.46
Days Sales Outstanding 70.60
MTSI's Days Sales Outstanding is ranked lower than
60% of the 657 Companies
in the Global Semiconductors industry.

( Industry Median: 62.06 vs. MTSI: 70.60 )
Ranked among companies with meaningful Days Sales Outstanding only.
MTSI' s Days Sales Outstanding Range Over the Past 10 Years
Min: 54.36  Med: 69.82 Max: 153.67
Current: 70.6
54.36
153.67
Days Payable 41.23
MTSI's Days Payable is ranked lower than
60% of the 637 Companies
in the Global Semiconductors industry.

( Industry Median: 49.50 vs. MTSI: 41.23 )
Ranked among companies with meaningful Days Payable only.
MTSI' s Days Payable Range Over the Past 10 Years
Min: 38.83  Med: 45.89 Max: 71.05
Current: 41.23
38.83
71.05

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -4.90
MTSI's 3-Year Average Share Buyback Ratio is ranked lower than
63% of the 567 Companies
in the Global Semiconductors industry.

( Industry Median: -2.20 vs. MTSI: -4.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
MTSI' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -216  Med: -4.9 Max: 0
Current: -4.9
-216
0

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 24.57
MTSI's Price-to-Tangible-Book is ranked lower than
98% of the 689 Companies
in the Global Semiconductors industry.

( Industry Median: 1.95 vs. MTSI: 24.57 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
MTSI' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 3.21  Med: 15.94 Max: 358.68
Current: 24.57
3.21
358.68
Price-to-Intrinsic-Value-Projected-FCF 4.76
MTSI's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
85% of the 461 Companies
in the Global Semiconductors industry.

( Industry Median: 1.54 vs. MTSI: 4.76 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
MTSI' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 3.7  Med: 4.49 Max: 5.12
Current: 4.76
3.7
5.12
Price-to-Median-PS-Value 1.29
MTSI's Price-to-Median-PS-Value is ranked lower than
58% of the 666 Companies
in the Global Semiconductors industry.

( Industry Median: 1.19 vs. MTSI: 1.29 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
MTSI' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.05  Med: 1.01 Max: 1.65
Current: 1.29
0.05
1.65
Earnings Yield (Greenblatt) % -26.30
MTSI's Earnings Yield (Greenblatt) % is ranked lower than
93% of the 697 Companies
in the Global Semiconductors industry.

( Industry Median: 3.00 vs. MTSI: -26.30 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
MTSI' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 0.1  Med: 0.9 Max: 10.4
Current: -26.3
0.1
10.4

More Statistics

Revenue (TTM) (Mil) $580.3
EPS (TTM) $ 0.01
Beta1.83
Short Percentage of Float20.77%
52-Week Range $29.56 - 53.80
Shares Outstanding (Mil)63.34
» More Articles for NAS:MTSI

Headlines

Articles On GuruFocus.com
Baron Funds Comments on MACOM Technology Solutions Holdings Jan 18 2017 
Investing in Earlier Stage Small Cap Growth Companies - Baron Discovery Fund Jan 18 2017 
Baron Funds Comments on MACOM Technology Solutions Holdings Aug 10 2016 
RS Investment Exits Position in Home Furnishings Company May 11 2016 
Top Insider Buys, Sells of the Week Feb 26 2016 
Baron Funds Comments on M/A-COM Technology Solutions Holdings Feb 25 2016 
MTS Medication Technologies Inc. Reports Operating Results (10-Q) Nov 16 2009 
MTS Medication Technologies Inc. Reports Operating Results (10-Q) Aug 14 2009 
MTS Medication Technologies Inc. Reports Operating Results (10-Q) Feb 18 2009 

More From Other Websites
MACOM to Present at the Raymond James Institutional Investors Conference on March 6, 2017 Feb 21 2017
MACOM Technology Solutions Holdings, Inc. breached its 50 day moving average in a Bullish Manner :... Feb 20 2017
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Files SEC form 8-K, Change in Directors or Principal... Feb 16 2017
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Financials Feb 04 2017
MACOM Technology Solutions Holdings, Inc. breached its 50 day moving average in a Bullish Manner :... Feb 03 2017
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Files SEC form 10-Q, Quarterly Report Feb 01 2017
MACOM to Present at the Goldman Sachs Technology & Internet Conference on February 15 Feb 01 2017
Edited Transcript of MTSI earnings conference call or presentation 31-Jan-17 10:00pm GMT Feb 01 2017
M/A-Com reports 1Q loss Jan 31 2017
M/A-Com reports 1Q loss Jan 31 2017
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Files SEC form 8-K, Results of Operations and Financial... Jan 31 2017
MACOM Reports Fiscal First Quarter 2017 Financial Results Jan 31 2017
Q1 2017 MACOM Technology Solutions Holdings Inc Earnings Release - After Market Close Jan 31 2017
MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. Files SEC form 8-K, Completion of Acquisition or... Jan 26 2017
MACOM Successfully Completes Acquisition of AppliedMicro Jan 26 2017
MACOM Accepts Shares of AppliedMicro Tendered into Exchange Offer; To Announce First Quarter Fiscal... Jan 26 2017
The Zacks Analyst Blog Highlights: Texas Instruments, Cree, Ford Motor and MACOM Technology... Jan 24 2017
Semiconductor Stocks' Earnings on Jan 24: TXN, CREE & More Jan 23 2017
MACOM Technology Solutions Holdings, Inc. breached its 50 day moving average in a Bearish Manner :... Jan 23 2017
Baron Funds Comments on MACOM Technology Solutions Holdings Jan 18 2017

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