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Stock Comparison · Valuation-led comparison

International Paper Company vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

International Paper Company leads structurally, with valuation as the clearest single gap between the two profiles. MACOM Technology Solutions still has the edge on stability, which keeps the comparison from looking entirely one-sided. In the market, MACOM Technology Solutions carries the stronger setup — intact trend against International Paper Company's broken trend. That leaves a split case: the structural lead stays with International Paper Company, but the market is not currently confirming it.

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

The comparison is mainly decided in valuation, with the rest of the profile carrying less weight. International Paper Company leads by 11 points on the overall comparison score.

Trajectory Similarity
0.64
Moderately similar
Peer-set rank: #14
within International Paper Company's functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The match is driven mainly by margin trend and capital structure.

Similarity drivers
margin trendcapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
IP
International Paper Company
41
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.

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: IP vs MTSI Profitability 4 12 Stability 41 68 Valuation 83 18 Growth 33 36 IP MTSI
Gap Ranking
#1 Valuation +65
#2 Stability +27
#3 Profitability +8
#4 Growth +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for IP and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer IPMTSI Relative valuation Structural strength

MACOM Technology Solutions Holdings, Inc. is cheaper, but International Paper Company is still stronger.

Valuation position uses Forward P/E and peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

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

BASED ON 5-YEAR HISTORY IP Neutral · near norm 0th 50th 100th 41 pct gap MTSI Elevated · above norm 0th 50th 100th 56th 97th
Today IP sits in the upper-middle of its own 5-year history (56th percentile), while MTSI sits higher in its own history (97th). Within each stock's own 5-year context, IP is at a historically more favourable entry position than MTSI. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

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

Relative Position vs Comparable Companies
Valuation
On valuation, International Paper Company ranks near the top of the group; MACOM Technology Solutions Holdings, Inc. sits in the weaker half.
Stability
On stability, the same pattern holds: both are strong, but MACOM Technology Solutions Holdings, Inc. still leads clearly.
Valuation — Dominant Gap
IP
83
MTSI
18
Gap+65in favour of IP

The multiple-based pricing edge comes from a forward P/E that is 33 turns lower.

What keeps the gap from being one-sided

On the market side, MACOM Technology Solutions carries the stronger trend while International Paper Company's trend has broken — the market setup does not confirm the structural advantage.

What this means for the comparison

The valuation lead is clear, but pricing and stability still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how IP 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.