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Advanced Micro Devices vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Advanced Micro Devices carrying a narrow edge on stability. MACOM Technology Solutions still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

On stability, the clearer edge sits with MACOM Technology Solutions Holdings, Inc., while the overall score remains tighter and points the other way.

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. AMD and MTSI share the same industry classification.

For a similarity-based comparison, see how Advanced Micro Devices and MTSI each position within their functional peer groups in AssetNext.

Peer-Relative Score
AMD
Advanced Micro Devices, Inc.
34
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
30
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: AMD vs MTSI Profitability 32 12 Stability 41 68 Valuation 13 18 Growth 60 36 AMD MTSI
Gap Ranking
#1 Stability +27
#2 Growth +24
#3 Profitability +20
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AMD and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AMDMTSI Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where AMD and MTSI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AMD Elevated · above norm 0th 50th 100th 2 pct gap MTSI Elevated · above norm 0th 50th 100th 99th 97th
AMD (99th percentile) and MTSI (97th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
Both rank well on stability, but MACOM Technology Solutions Holdings, Inc. still holds a clear edge.
Growth
Advanced Micro Devices, Inc. sits in the stronger part of the group on growth, while MACOM Technology Solutions Holdings, Inc. is closer to mid-pack.
Stability — Dominant Gap
AMD
41
MTSI
68
Gap+27in favour of MTSI

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

MACOM Technology Solutions Holdings, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both stability and growth — though stability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the AMD vs MTSI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how AMD and MTSI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.