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STOCK COMPARISON

MACOM Technology Solutions Holdings vs Nvidia: Fair Value & Quality

Both stocks run through our valuation models. Here is how MACOM Technology Solutions Holdings (MTSI) and Nvidia (NVDA) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Nvidia as the less overvalued of the two: MACOM Technology Solutions Holdings trades at $260 versus a fair value of $35.20 (-86%), while Nvidia trades at $228 versus $98.98 (-57%).
MACOM Technology Solutions Holdings
MTSI · USD · Information Technology
-86%
upside to fair value
overvalued
Price$260
Fair Value$35.20
Quality59/100
Nvidia
NVDA · USD · Information Technology
-57%
upside to fair value
overvalued
Price$228
Fair Value$98.98
Quality74/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

MACOM Technology Solutions HoldingsNvidia
Valuation
131.8×P/E (TTM)34.3×
21.92×P/S (TTM)20.16×
17.74×P/B32.48×
—EV/EBITDA30.9×
2.05×PEG0.65×
−86.5%Fair value upside−56.7%
0.0%Dividend yield0.0%
—Dividend per share$0.04
Profitability
18%Operating margin66%
—EBIT margin trend (5Y)2.22×
13%Return on equity114%
5%Return on assets53%
Growth
23%Revenue growth (YoY)85%
12.7%Avg. growth/yr (3Y)100.0%
12.8%Avg. growth/yr (5Y)66.9%
—Value creation/yr+95.3%
Balance & size
23.5×Interest coverage (EBIT/interest)503.4×
0.26×Debt / equity0.05×
$24BMarket cap$5.1T
mixedGrowth qualityhealthy

Nvidia leads: 1 to 11 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

MACOM Technology Solutions Holdingsof which business quality 59 · market factors 45 Nvidiaof which business quality 74 · market factors 56
ProfitabilityMargins and returns on capital today
17
96
Quality GrowthAre margins and returns improving?
53
34
CashflowEarnings quality: real cash, not paper profit
82
81
Fin. StrengthBalance sheet, leverage, solvency risk
79
83
InvestmentDisciplined investing over empire-building
51
32
Low VolatilityCalm price path (market factor)
6
24
MomentumPrice trend over the last 3–12 months (market factor)
55
64
52W MomentumDistance to the 52-week high (market factor)
74
80
Net IssuanceBuybacks instead of dilution
72
91

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyMACOM Technology Solutions HoldingsPrice $260NvidiaPrice $228
DCF Models-84%below the price$41.71-31%below the price$157
Earnings-Based-98%below the price$5.56-35%below the price$148
Dividend Discount-100%below the price$1.29-100%below the price$0.77
Multiples-91%below the price$23.40-68%below the price$74.09
Asset-Based-96%below the price$11.65-98%below the price$4.35
Growth DCF-86%below the price$37.01-53%below the price$108
Economic Profit-98%below the price$5.56-54%below the price$106
Growth Earningsn/a-11%close to the price$204
Minimum-100%below the price$1.29-100%below the price$0.77
Maximum-84%below the price$41.71-11%close to the price$204
Median-96%below the price$11.65-53%below the price$107
Geometric mean-96%below the price$10.76-81%below the price$43.69

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

MACOM Technology Solutions Holdings: 15 of 15 models see the stock below the current price.

Nvidia: 24 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

MACOM Technology Solutions Holdings
Bear $23.77Fair Value $35.20Bull $45.40
$260 = current price (white tick)
Nvidia
Bear $64.72Fair Value $98.98Bull $234
$228 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

MACOM Technology Solutions Holdings · Information Technology

Quality score59 · above median
Fair value upside-86% · bottom 25%

Nvidia · Information Technology

Quality score74 · Top 25%
Fair value upside-57% · below median

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Nvidia as the less overvalued of the two: MACOM Technology Solutions Holdings trades at $260 versus a fair value of $35.20 (-86%), while Nvidia trades at $228 versus $98.98 (-57%).

Nvidia has the higher quality score (74/100).

See the full analysis →
MACOM Technology Solutions Holdings · Nvidia

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.