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Astera Labs vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

Astera Labs holds the cleaner structural position, with the lead spread across profitability and growth. 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 2026-05-17

The clearest separation starts in profitability, but growth adds another real layer to the result. The overall score gap is 12 points in favour of Astera Labs, Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

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

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

Peer-Relative Score
ALAB
Astera Labs, Inc.
39
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

Score differences across key dimensions.

Dimension spread: ALAB vs MTSI Profitability 56 23 Stability 32 48 Valuation 13 13 Growth 58 32 ALAB MTSI
Gap Ranking
#1 Profitability +33
#2 Growth +26
#3 Stability +16
#4 Valuation
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ALAB and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ALABMTSI Relative valuation Structural strength

Neither company combines the stronger profile with the cheaper valuation.

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

Relative Position vs Comparable Companies
Profitability
Astera Labs, Inc. sits in the stronger part of the group on profitability, while MACOM Technology Solutions Holdings, Inc. is closer to mid-pack.
Growth
On growth, Astera Labs, Inc. is positioned higher in the group, while MACOM Technology Solutions Holdings, Inc. is closer to the middle.
Profitability — Dominant Gap
ALAB
56
MTSI
23
Gap+33in favour of ALAB

Capital efficiency adds support, with a 51-point ROIC advantage.

What keeps the gap from being one-sided

Stability still leans toward MACOM Technology Solutions Holdings, Inc., so the lead is real without reading as one-way.

What this means for the comparison

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

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how ALAB 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.