ProcoreMACOM

Procore vs MACOM

This page compares Procore Technologies, Inc. and MACOM Technology Solutions Holdings Inc., examining business models, financial performance, and market context in a neutral, accessible manner. Educat...

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Accelerators

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Keystone Species

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Investment Analysis

Procore

Pros

  • Procore is recognized as the clear leader in an under-digitized, large total addressable market, supporting mid-teens revenue growth visibility.
  • The company has shown strong recent financial performance, with Q3 2025 earnings and revenues surpassing analyst expectations.
  • Procore is progressing toward significant margin expansion, with guidance for 14% EBIT margins in fiscal 2025 and a new $300 million stock repurchase program.

Considerations

  • Despite revenue growth, Procore is still reporting net losses, with net income negative by over $125 million on a trailing twelve months basis.
  • The stock trades at a high forward price-to-earnings multiple around 48x, reflecting potentially elevated valuation relative to fundamentals.
  • Procore's business depends on the construction industry, which can be cyclical and sensitive to economic downturns potentially impacting growth.
MACOM

MACOM

MTSI

Pros

  • MACOM provides a diversified portfolio of analog semiconductor solutions essential for growing 5G/6G telecommunications and satellite infrastructure markets.
  • The company serves multiple end markets including defense, industrial, and data centers, reducing dependency on any single sector.
  • MACOM operates globally with direct sales and extensive distribution, supporting flexible market access and customer engagement.

Considerations

  • MACOM operates in a highly competitive semiconductor industry with rapid technological change and execution risks.
  • The company faces exposure to geopolitical risks due to its international operations, including sensitive defense and telecom sectors.
  • Semiconductor demand can be cyclical and influenced by broader macroeconomic conditions, introducing revenue and margin volatility risks.

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