MACOM vs Manhattan Associates
MACOM and Manhattan Associates are presented here in a structured comparison. This page compares business models, financial performance, and market context to provide a neutral overview of how each company operates and positions itself. Educational content, not financial advice.
MACOM and Manhattan Associates are presented here in a structured comparison. This page compares business models, financial performance, and market context to provide a neutral overview of how each co...
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Explore BasketInvestment Analysis
MACOM
MTSI
Pros
- MACOM reported strong fiscal 2025 revenue growth of 32.6% year-over-year, demonstrating robust top-line momentum driven by its semiconductor solutions.
- The company received a 'Strong Buy' consensus from analysts, reflecting optimism about its growth potential and market position.
- MACOM's product portfolio spans a broad range of analog semiconductor applications across RF, microwave, millimeter wave, and lightwave spectrum, which supports diversified market exposure.
Considerations
- MACOM reported a net loss of $54.2 million for fiscal 2025, largely due to a significant one-time non-cash charge related to debt extinguishment, raising concerns about profitability.
- Its most recent quarterly revenue slightly missed analyst estimates, which may signal some execution or demand challenges in the near term.
- MACOM exhibits relatively high stock volatility with a beta of 1.48, indicating higher risk compared to the broader market.
Pros
- Manhattan Associates has a strong profitability profile with net income of $216 million and a positive trailing twelve months earnings per share of 3.52.
- The company offers comprehensive, cloud-native supply chain and warehouse management software solutions positioned for growth given increasing e-commerce and logistics demands.
- Manhattan’s global presence across various industries and regions provides diversified revenue streams, reducing dependency on a single market segment.
Considerations
- Manhattan’s valuation remains relatively high with a forward price-to-earnings ratio above 34, potentially limiting upside if growth expectations slow.
- The company lacks dividend payouts, which may deter income-focused investors and reflects reliance on capital appreciation.
- Its stock has displayed considerable price range volatility over the past year, suggesting sensitivity to market and macroeconomic fluctuations.
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