QXO holds the cleaner structural position, with the lead spread across valuation and growth. 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 QXO's broken trend. That leaves a split case: the structural lead stays with QXO, but the market is not currently confirming it.
The comparison is based on similar long-term financial trajectories, not sector labels.
The clearest separation starts in valuation, but growth adds another real layer to the result. QXO, Inc. leads by 11 points on the overall comparison score.
These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.
This level of similarity points to a meaningful structural match, though not a tight one.
The clearest structural overlap shows up in investment intensity and margin trend.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Score differences across key dimensions.
Left means cheaper relative valuation. Higher means stronger structure.
The two profiles are relatively close, but the price setup still leans toward QXO, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.
The multiple-based pricing edge comes from a forward P/E that is 11.4 turns lower.
A meaningful counterforce remains in stability, which keeps the comparison from looking completely one-sided.
The lead is built on both valuation and growth — though stability still provides a counterweight.
Break down the MTSI vs QXO comparison across all dimensions with the full interactive tool.
Explore how MTSI and QXO 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.
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.