Trajectory Analysis · Margin & Quality Profile

Companies with a MACOM Technology Solutions Holdings, Inc.-like Margin & Quality Profile

25 companies with high margin and capital efficiency comparable to MACOM Technology Solutions Holdings, Inc. (MTSI) — identified by structural trajectory analysis, not sector labels alone.

Reference score: 8 · Updated 2026-04-05 · All companies similar to MTSI →

Reference

MTSI

MACOM Technology Solutions Holdings, Inc.

Margin & Quality Profile score

Score range used for matching: 0–20

Companies with a similar margin and capital efficiency profile to MACOM Technology Solutions Holdings, Inc.

Ranked by closeness of quality score to MTSI's reference score of 8. Delta shown in parentheses.

#	Company	Margin & Quality Profile
#1	Rexel S.A. RXL.PA · Technology similar →	8(+0)	Analysis
#2	Carvana Co. CVNA · Consumer Cyclical similar →	8(+0)	Analysis
#3	Zscaler, Inc. ZS · Technology similar →	8(+0)	Analysis
#4	Microchip Technology Incorporated MCHP · Technology similar →	8(+0)	MTSI vs MCHP Analysis
#5	Serco Group plc SRP.L · Industrials similar →	8(+0)	Analysis
#6	Redcare Pharmacy NV RDC.DE · Healthcare similar →	8(+0)	Analysis
#7	The AES Corporation AES · Utilities similar →	8(+0)	Analysis
#8	Clean Harbors, Inc. CLH · Industrials similar →	8(+0)	Analysis
#9	Dow Inc. DOW · Basic Materials similar →	8(+0)	Analysis
#10	TD SYNNEX Corporation SNX · Technology similar →	9(+1)	Analysis
#11	Super Micro Computer, Inc. SMCI · Technology similar →	7(−1)	Analysis
#12	Bolloré SE BOL.PA · Communication Services similar →	7(−1)	Analysis
#13	Hyatt Hotels Corporation H · Consumer Cyclical similar →	9(+1)	Analysis
#14	Teledyne Technologies Incorporated TDY · Technology similar →	7(−1)	Analysis
#15	Entain Plc ENT.L · Consumer Cyclical similar →	9(+1)	Analysis
#16	Viatris Inc. VTRS · Healthcare similar →	7(−1)	Analysis
#17	Siemens Healthineers AG SHL.DE · Healthcare similar →	7(−1)	Analysis
#18	Helvetia Baloise Holding AG HBAN.SW · Financial Services similar →	7(−1)	Analysis
#19	MongoDB, Inc. MDB · Technology similar →	9(+1)	Analysis
#20	Arthur J. Gallagher & Co. AJG · Financial Services similar →	7(−1)	Analysis

Compare MTSI with trajectory matches

MTSI vs MCHP

Other MTSI trajectory pages

MTSI-like growth MTSI-like valuation MTSI-like stability

Full trajectory analysis in AssetNext

Interactive peer comparison, trajectory view and live data for MACOM Technology Solutions Holdings, Inc..

Explore MTSI in AssetNext →

MTSI analysis All similar to MTSI MTSI peers All similar companies

Trajectory similarity is rule-based and descriptive — not investment advice. Companies are matched by score proximity on a single dimension; this does not imply equivalence across all financial characteristics. Based on peer-relative structural scores in the AssetNext universe.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.