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MACOM Technology Solutions Holdings vs Nordic Semiconductor A: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Nordic Semiconductor ASA carrying a narrow edge on growth. The remaining gap is narrow enough that the comparison remains open to different readings. 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. Peer scores are normalised within each company's primary universe (MTSI: Russell 1000, NOD.OL: STOXX 600).

Updated 2026-05-17

The comparison is mainly decided in growth, with the rest of the profile carrying less weight.

INDUSTRY COMPARISON

Both operate in: Semiconductors

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

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

Peer-Relative Score
MTSI
MACOM Technology Solutions Holdings, Inc.
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
NOD.OL
Nordic Semiconductor ASA
30
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

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

The clearest separation appears in growth.

Dimension spread: MTSI vs NOD.OL Profitability 23 18 Stability 48 45 Valuation 13 14 Growth 32 56 MTSI NOD.OL
Gap Ranking
#1 Growth +24
#2 Profitability +5
#3 Stability +3
#4 Valuation +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MTSI and NOD.OL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MTSINOD.OL Relative valuation Structural strength

The setup stays mixed because structure and the price setup do not align cleanly in one direction.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY MTSI Elevated · above norm 0th 50th 100th 17 pct gap NOD.OL Elevated · above norm 0th 50th 100th 99th 82nd
Today NOD.OL sits in the upper portion of its own 5-year history (82nd percentile), while MTSI sits higher in its own history (99th). Within each stock's own 5-year context, NOD.OL 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
Growth
Nordic Semiconductor ASA sits in the stronger part of the group on growth, while MACOM Technology Solutions Holdings, Inc. is closer to mid-pack.
Growth — Dominant Gap
MTSI
32
NOD.OL
56
Gap+24in favour of NOD.OL

Earnings growth is one contributing factor within the growth lead.

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

Growth is the clearest driver, and profitability also supports Nordic Semiconductor ASA's broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-and-profitability comparisons

Explore how MTSI and NOD.OL 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.