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MACOM Technology Solutions Holdings vs TKO Group Holdings: Which Stock Looks Stronger in 2026?

TKO holds the cleaner structural position, with the lead spread across growth and profitability. MACOM Technology Solutions does not offset that deficit through any equally strong structural edge elsewhere. 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.

Updated 2026-04-05

The clearest separation starts in growth, but profitability adds another real layer to the result. The overall score gap is 17 points in favour of TKO Group Holdings, Inc..

Trajectory Similarity
0.59
Moderately similar
Peer-set rank: #24
within MACOM Technology Solutions Holdings, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The clearest structural overlap shows up in investment intensity and revenue stability.

Similarity drivers
investment intensityrevenue stability
What reduces the match
revenue 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.
35
Peer-Score
Signal qualityHigh
vs
TKO
TKO Group Holdings, Inc.
52
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: MTSI vs TKO Profitability 8 33 Stability 69 80 Valuation 18 23 Growth 67 94 MTSI TKO
Gap Ranking
#1 Growth +27
#2 Profitability +25
#3 Stability +11
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MTSI and TKO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MTSITKO 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
Growth
Both look solid on growth, though TKO Group Holdings, Inc. still holds the stronger peer position.
Profitability
Both sit in the weaker half on profitability, with TKO Group Holdings, Inc. still coming out ahead.
Growth — Dominant Gap
MTSI
67
TKO
94
Gap+27in favour of TKO

The current lead is backed by a stronger multi-year growth trajectory.

What else supports the lead

Capital efficiency adds support, with a 11.8-point ROIC advantage.

What this means for the comparison

The lead is built on both growth and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

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Similar growth-and-profitability comparisons

Explore how MTSI and TKO 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.

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.