MACOM Technology Solutions Holdings (MTSI) and Axcelis Technologies (ACLS) Head to Head Review

MACOM Technology Solutions Holdings (NASDAQ: MTSI) and Axcelis Technologies (NASDAQ:ACLS) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, analyst recommendations, dividends, valuation, earnings and profitability.

Analyst Ratings

This is a summary of recent ratings and recommmendations for MACOM Technology Solutions Holdings and Axcelis Technologies, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions Holdings 0 1 5 0 2.83
Axcelis Technologies 0 1 3 0 2.75

MACOM Technology Solutions Holdings currently has a consensus price target of $58.20, indicating a potential upside of 35.82%. Axcelis Technologies has a consensus price target of $25.60, indicating a potential downside of 8.57%. Given MACOM Technology Solutions Holdings’ stronger consensus rating and higher probable upside, analysts clearly believe MACOM Technology Solutions Holdings is more favorable than Axcelis Technologies.

Risk & Volatility

MACOM Technology Solutions Holdings has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500.

Valuation and Earnings

This table compares MACOM Technology Solutions Holdings and Axcelis Technologies’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
MACOM Technology Solutions Holdings $685.09 million 4.02 $136.09 million ($2.50) -17.14
Axcelis Technologies $324.69 million 2.69 $37.37 million $0.91 30.77

MACOM Technology Solutions Holdings has higher revenue and earnings than Axcelis Technologies. MACOM Technology Solutions Holdings is trading at a lower price-to-earnings ratio than Axcelis Technologies, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares MACOM Technology Solutions Holdings and Axcelis Technologies’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
MACOM Technology Solutions Holdings -22.43% 17.21% 7.73%
Axcelis Technologies 9.10% 12.52% 8.41%

Institutional & Insider Ownership

79.7% of MACOM Technology Solutions Holdings shares are held by institutional investors. Comparatively, 75.3% of Axcelis Technologies shares are held by institutional investors. 57.1% of MACOM Technology Solutions Holdings shares are held by company insiders. Comparatively, 5.7% of Axcelis Technologies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

MACOM Technology Solutions Holdings beats Axcelis Technologies on 10 of the 13 factors compared between the two stocks.

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.

Axcelis Technologies Company Profile

Axcelis Technologies, Inc. designs, manufactures and services ion implantation and other processing equipment used in the fabrication of semiconductor chips. The Company also provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services and customer training. The Company offers a complete line of high energy, high current and medium current implanters for all application requirements. The Company’s Purion XE high energy system combines its radio frequency (RF) Linac high energy, spot beam technology with the Purion platform. The Company also offers the Purion M medium current system. The Company’s Purion M systems also offer differentiation for specialty applications, such as hot silicon carbide. The Company’s Purion H high current system is extendable into ultra-low energy applications to satisfy future process requirements, including leakage current performance.

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