MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc.

MTSIยทNASDAQ

$390.34

+2.1%
TechnologySemiconductors

MACOM Technology Solutions Holdings, Inc., together with its subsidiaries, designs and manufactures analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum in the United States, China, the Asia Pacific, and internationally. The company offers a portfolio of standard and custom devices, including integrated circuits, multi-chip modules, diodes, amplifiers, switches and switch limiters, passive and active components, and subsystems. Its semiconductor products are electronic components that are incorporated in electronic systems, such as wireless basestations, high-capacity optical networks, radar, and medical systems and test and measurement. The company serves various markets comprising telecommunication that includes carrier infrastructure, which comprise long-haul/metro, 5G, and fiber-to-the-X/passive optical network; industrial and defense, including military and commercial radar, RF jammers, electronic countermeasures, and communication data links, as well as multi-market applications, such as industrial, medical, test and measurement, and scientific applications; and data centers. It sells its products through direct sales force, applications engineering staff, independent sales representatives, resellers, and distributors. The company was founded in 1950 and is headquartered in Lowell, Massachusetts.

At a Glance

Live Snapshot
Market Cap$29.78B
EPS-0.7300
P/E Ratio-534.71
Earnings Date08/06/2026
MACOM Technology Solutions Holdings, Inc.

MACOM Technology Solutions Holdings, Inc. Fair Value Envelope

MTSI ยท NASDAQ

Our analysis suggests that MTSI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $390.34, this represents a potential HIDDEN relative to our calculated worth for MACOM Technology Solutions Holdings, Inc..

Intrinsic Value
Current Price: $390.34

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$54.0B
+ Cash & Equivalents$112.1M
Firm Value$54.1B
- Debt$538.0M
Equity Value$53.6B
/ Shares Outstanding74,932,972B
DCF Value$715
UNDERVALUED BY 83%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$323.7M
$445.2M
$612.3M
$842.0M
$1.2B
$1.6B
$2.2B
$3.0B
$4.1B
$5.7B
Maintenance CapEx
-$11.7M
-$16.1M
-$22.1M
-$30.4M
-$41.9M
-$57.6M
-$79.2M
-$108.9M
-$149.8M
-$206.0M
Owner Earnings
$312.0M
$429.1M
$590.1M
$811.6M
$1.1B
$1.5B
$2.1B
$2.9B
$4.0B
$5.5B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$288.9M
$367.9M
$468.5M
$596.6M
$759.7M
$967.4M
$1.2B
$1.6B
$2.0B
$2.5B
Terminal Value represents 80.0% of Enterprise Value