MTSI vs QRVO
MTSI: MACOM Technology Solutions is a high-performance semiconductor firm providing essential RF, microwave, and photonic components for advanced data center, telecommunications, and defense infrastructure. QRVO: Qorvo is a specialized semiconductor manufacturer providing critical radio frequency and power management solutions for mobile, defense, and connectivity infrastructure.
Side-by-side fundamentals
| Metric | MTSI | QRVO | Edge |
|---|---|---|---|
| Price | $322.21 | $114.17 | |
| Market cap | $24.6B | $10.0B | |
| P/E | 103.16 | 26.50 | QRVO lower |
| Net margin | -5.6% | +9.2% | QRVO higher |
| Gross margin | +54.7% | +45.9% | MTSI higher |
| Operating margin | +13.4% | +11.2% | MTSI higher |
| ROE | -4.1% | +10.1% | QRVO higher |
| ROA | -2.6% | +5.8% | QRVO higher |
| Debt / equity as of 2026-09-03 | 0.26 | 0.45 | MTSI lower |
| Revenue growth (YoY) as of 2026-09-03 | +28.4% | -0.2% | MTSI higher |
| Revenue CAGR (3y) SEC XBRL | +12.7% | +1.0% | MTSI higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 1.92 | 1.61 | |
| 1-year return | +141.9% | +22.1% | MTSI higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.