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

Advanced Micro Devices holds the cleaner structural position, with stability as the main driver and profitability adding further support. 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.

Updated 2026-04-05

Stability points more clearly toward MACOM Technology Solutions Holdings, Inc., even if the broader score still leans toward Advanced Micro Devices, Inc..

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.
44
Peer-Score
Signal qualityHigh
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
35
Peer-Score
Signal qualityHigh

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 38 8 Stability 38 69 Valuation 28 18 Growth 85 67 AMD MTSI
Gap Ranking
#1 Stability +31
#2 Profitability +30
#3 Growth +18
#4 Valuation +10
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 remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

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

Relative Position vs Comparable Companies
Stability
On stability, MACOM Technology Solutions Holdings, Inc. ranks near the top of the group; Advanced Micro Devices, Inc. sits in the weaker half.
Profitability
Both sit in the weaker half on profitability, with Advanced Micro Devices, Inc. still coming out ahead.
Stability — Dominant Gap
AMD
38
MTSI
69
Gap+31in favour of MTSI

The stability gap is wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Stability is the one area where MACOM Technology Solutions Holdings, Inc. still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

Stability is the clearest driver of the lead, with profitability adding further support — though stability still provides a real 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.

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.