CACI vs MACOM
This page compares CACI and MACOM, outlining how their business models, financial performance, and market context differ. It presents an accessible, neutral view of each company’s approach to customers, growth strategies, and competitive environment, helping readers understand the landscape without favour. Educational content, not financial advice.
This page compares CACI and MACOM, outlining how their business models, financial performance, and market context differ. It presents an accessible, neutral view of each company’s approach to customer...
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Explore BasketWhich Baskets Do They Appear In?
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The U.S. Army's $10 billion enterprise agreement with Palantir signals a major shift in defense procurement toward consolidated software contracts. This new model creates opportunities for other large technology firms capable of providing streamlined, large-scale IT and AI solutions to the military.
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Explore BasketInvestment Analysis
CACI
CACI
Pros
- CACI International reported strong revenue growth of 12.64% in 2025, reaching $8.63 billion, alongside a 19.03% increase in earnings, indicating solid financial performance.
- The company has a diverse portfolio in cyber solutions, enterprise IT, and intelligence technology, providing competitive advantages across multiple government and commercial sectors.
- Analysts have a strong buy consensus on CACI stock with an average price target implying upside potential, reflecting confidence in the company’s future growth prospects.
Considerations
- CACI’s net profit margin is relatively modest at about 5.69%, which may limit its profitability compared to some peers in the technology sector.
- The stock price shows high volatility and a recent technical forecast suggests a potential near-term price decline, indicating market uncertainty or risk.
- CACI’s debt to equity ratio is moderately high at 69%, which could increase financial risk especially in a rising interest rate environment.
MACOM
MTSI
Pros
- MACOM Technology Solutions offers a broad portfolio of analog semiconductor products serving growth markets such as 5G/6G infrastructure, satellite communication, and data centers.
- The company benefits from exposure to multiple applications including defense, industrial, medical, and telecommunications, providing diversified revenue streams.
- MACOM operates globally with presence in key technology hubs including the US, China, Japan, and South Korea, positioning it well to capitalise on international market opportunities.
Considerations
- MACOM’s end markets like telecommunications infrastructure and semiconductors are cyclical and highly competitive, creating revenue volatility risks.
- Geopolitical tensions and supply chain disruptions, especially involving China and other Asian markets, pose execution and operational risks for MACOM.
- The company faces ongoing challenges to maintain technology leadership and pricing power amid rapid innovation and competition from larger semiconductor firms.
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