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The Boeing Company vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

The structural profiles are close, with The Boeing Company carrying a narrow edge on stability. MACOM Technology Solutions still has the edge on stability, which keeps the comparison from looking entirely one-sided. The market setup is mixed, without a decisive signal in either direction. 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

On stability, the clearer edge sits with MACOM Technology Solutions Holdings, Inc., while the overall score remains tighter and points the other way.

Trajectory Similarity
0.65
Moderately similar
Peer-set rank: #8
within The Boeing Company'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.

Most of the shared profile comes through investment intensity and recent revenue growth.

Similarity drivers
investment intensityrecent revenue growth
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
BA
The Boeing Company
28
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

The clearest separation appears in stability.

Dimension spread: BA vs MTSI Profitability 31 23 Stability 22 48 Valuation 21 13 Growth 41 32 BA MTSI
Gap Ranking
#1 Stability +26
#2 Growth +9
#3 Profitability +8
#4 Valuation +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BA and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BAMTSI 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 BA and MTSI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BA Elevated · below norm 0th 50th 100th 20 pct gap MTSI Elevated · above norm 0th 50th 100th 78th 99th
Today BA sits in the upper portion of its own 5-year history (78th percentile), while MTSI sits higher in its own history (99th). Within each stock's own 5-year context, BA 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
Stability
MACOM Technology Solutions Holdings, Inc. sits higher in the group on stability, adding to the overall structural advantage.
Growth
Growth also leans toward The Boeing Company, reinforcing the broader structural lead.
Stability — Dominant Gap
BA
22
MTSI
48
Gap+26in favour of MTSI

The clearest distance comes from a steadier profile over time.

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

Stability points one way, even though the overall score still points the other way.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how BA 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.