MTSI vs SBAC
MTSI: MACOM delivers high-performance RF, microwave, and optical semiconductor solutions that empower the infrastructure for next-generation telecommunications and defense systems. SBAC: Leading independent owner and operator of 46,000+ wireless communications towers across the US, Central America, South America, and Africa, generating recurring lease revenue from multiple wireless service providers per site.
Side-by-side fundamentals
| Metric | MTSI | SBAC | Edge |
|---|---|---|---|
| Price as of 2026-07-30 close | $248.71 | $172.61 | |
| Market cap as of 2026-08-01 | $19.0B | $18.3B | |
| P/E as of 2026-08-01 | 110.76 | 18.90 | SBAC lower |
| PEG as of 2026-08-01 | 3.24 | 2.39 | SBAC lower |
| Net margin as of 2026-08-01 | +16.5% | +35.7% | SBAC higher |
| Gross margin as of 2026-08-01 | +55.7% | +75.2% | SBAC higher |
| Operating margin as of 2026-08-01 | +16.0% | +47.3% | SBAC higher |
| ROE as of 2026-08-01 | +13.2% | -1.7% | MTSI higher |
| ROA as of 2026-08-01 | +8.6% | +9.0% | SBAC higher |
| Debt / equity as of 2026-08-01 | 0.29 | 43.14 | MTSI lower |
| Revenue growth (YoY) as of 2026-08-01 | +27.1% | +6.3% | MTSI higher |
| Revenue CAGR (3y) SEC XBRL | +12.7% | +2.2% | MTSI higher |
| Dividend yield as of 2026-08-01 | n/a | +2.7% | |
| Beta as of 2026-08-01 | 1.72 | 0.98 | |
| 1-year return as of 2026-07-30 close | +77.6% | -26.2% | MTSI higher |
Fundamentals: market data, as of 2026-08-01. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-30.
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.