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Stock Comparison · Structural lead, mixed market

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

Somnigroup International holds the cleaner structural position, with the lead spread across valuation and growth. MACOM Technology Solutions still leads on growth and stability, which keeps the comparison from looking entirely one-sided. In the market, MACOM Technology Solutions carries the stronger setup — intact trend against Somnigroup International's broken trend. That leaves a split case: the structural lead stays with Somnigroup International, 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 2026-08-16

The lead is spread across valuation and profitability, rather than sitting in one isolated gap. Somnigroup International Inc. leads by 12 points on the overall comparison score.

Trajectory Similarity
0.69
Moderately similar
Peer-set rank: #3
within MACOM Technology Solutions Holdings, Inc.'s functional peer set

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 revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
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
MTSI
MACOM Technology Solutions Holdings, Inc.
36
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
SGI
Somnigroup International Inc.
48
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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: MTSI vs SGI Profitability 16 51 Stability 69 45 Valuation 21 68 Growth 55 15 MTSI SGI
Gap Ranking
#1 Valuation +47
#2 Growth +40
#3 Profitability +35
#4 Stability +24
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MTSI and SGI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MTSISGI Relative valuation Structural strength

Structure clearly favours MACOM Technology Solutions Holdings, Inc., even though current pricing leans the other way.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY MTSI Elevated · above norm 0th 50th 100th 19 pct gap SGI Elevated · above norm 0th 50th 100th 97th 78th
Today SGI sits in the upper portion of its own 5-year history (78th percentile), while MTSI sits higher in its own history (97th). Within each stock's own 5-year context, SGI 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
Somnigroup International Inc. ranks near the top of the group on valuation; MACOM Technology Solutions Holdings, Inc. sits in the weaker half.
Growth
On growth, MACOM Technology Solutions Holdings, Inc. is positioned higher in the group, while Somnigroup International Inc. is closer to the middle.
Valuation — Dominant Gap
MTSI
21
SGI
68
Gap+47in favour of SGI

The multiple-based pricing edge comes from a forward P/E that is 18.9 turns lower.

What keeps the gap from being one-sided

MACOM Technology Solutions still pushes back on growth, with a 39-point revenue-growth advantage that keeps the read from becoming one-way.

What this means for the comparison

Valuation settles the comparison, while pricing and growth keep the broader setup from looking fully aligned.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how MTSI and SGI 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.