Both in Semiconductors
SiTime vs MACOM Technology Solutions Holdings
Over the past year SITM returned +54.4% and MTSI returned +58.2%; their daily moves had a correlation of 0.78.
SITM +54.4% MTSI +58.2%Growth of $1, one year, split-adjusted
| Metric | SITM | MTSI |
|---|---|---|
| Price | $447.06 | $234.39 |
| Market cap | $13.44B | $17.90B |
| Today | −8.40% | −7.14% |
| 1 month | −34.1% | −22.3% |
| 6 months | −20.0% | −17.5% |
| Year to date | +26.6% | +36.8% |
| 1 year | +61.0% | +53.5% |
| Revenue growth (YoY) | +126.5% | +35.8% |
| Gross margin | 63.0% | 58.3% |
| Net margin | 11.5% | 29.4% |
| P/E (TTM) | 954.0× | 74.3× |
| Price / sales | 28.7× | 15.4× |
| Net cash | $603.6M | $255.3M |
| Dividend yield | — | — |
| Volatility (60d) | 75.5% | 76.1% |
| Short % of float | 6.0% | 3.9% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).