Head-To-Head Analysis: Photronics (PLAB) versus MACOM Technology Solutions Holdings (NASDAQ:MTSI)
Photronics (NASDAQ: PLAB) and MACOM Technology Solutions Holdings (NASDAQ:MTSI) are both computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitabiliy, dividends, institutional ownership, valuation, risk, analyst recommendations and earnings.
This is a breakdown of current recommendations and price targets for Photronics and MACOM Technology Solutions Holdings, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|MACOM Technology Solutions Holdings||0||1||5||0||2.83|
Photronics presently has a consensus target price of $13.50, indicating a potential upside of 40.63%. MACOM Technology Solutions Holdings has a consensus target price of $59.20, indicating a potential upside of 2.17%. Given Photronics’ higher possible upside, analysts clearly believe Photronics is more favorable than MACOM Technology Solutions Holdings.
This table compares Photronics and MACOM Technology Solutions Holdings’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|MACOM Technology Solutions Holdings||-16.35%||17.86%||7.99%|
Valuation and Earnings
This table compares Photronics and MACOM Technology Solutions Holdings’ gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Photronics||$448.71 million||1.47||$118.26 million||$0.26||36.92|
|MACOM Technology Solutions Holdings||$632.82 million||5.84||$121.15 million||($1.94)||-29.87|
MACOM Technology Solutions Holdings has higher revenue and earnings than Photronics. MACOM Technology Solutions Holdings is trading at a lower price-to-earnings ratio than Photronics, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
Photronics has a beta of 0.47, suggesting that its share price is 53% less volatile than the S&P 500. Comparatively, MACOM Technology Solutions Holdings has a beta of 1.3, suggesting that its share price is 30% more volatile than the S&P 500.
Insider & Institutional Ownership
98.0% of Photronics shares are held by institutional investors. Comparatively, 72.8% of MACOM Technology Solutions Holdings shares are held by institutional investors. 3.7% of Photronics shares are held by insiders. Comparatively, 42.3% of MACOM Technology Solutions Holdings shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
MACOM Technology Solutions Holdings beats Photronics on 9 of the 13 factors compared between the two stocks.
Photronics Company Profile
Photronics, Inc. is a manufacturer of photomasks, which are photographic quartz plates containing microscopic images of electronic circuits. As of October 30, 2016, the Company operated principally from nine manufacturing facilities: two located in Europe, three in Taiwan, one in Korea and three in the United States. Photomasks are used in the manufacture of semiconductors and flat panel displays (FPDs), and are used as masters to transfer circuit patterns onto semiconductor wafers and flat panel substrates during the fabrication of integrated circuits (ICs), and a range of FPDs and other types of electrical and optical components. The Company offers reticle and photomask maintenance, including pellicle replacement, mask cleaning and re-certification, at all its sites across the world. Its products include Mature Binary, Advanced Binary Reticles, Phase Shift Masks-Embedded Attenuated Phase Shift Masks (EAPSM), Other Advanced Products and Large Area Masks.
MACOM Technology Solutions Holdings Company Profile
MACOM Technology Solutions Holdings, Inc. is a provider of high-performance analog semiconductor solutions that enable Internet applications, the cloud-connected applications economy, and the networked battlefield across the radio frequency (RF), microwave, millimeterwave and photonic spectrum. It has multiple design centers, silicon, gallium arsenide and indium phosphide fabrication, manufacturing, assembly and test, and operational facilities throughout North America, Europe, Asia and Australia. It also offers foundry services. It offered a portfolio of over 4,500 standard and custom devices, which include integrated circuits, multi-chip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components and complete subsystems, across more than 40 product lines serving three primary markets, as of September 30, 2016. The Company’s products are RF Power Products, Optoelectronics and Photonic Solutions, among others.
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