MTSI vs. CAT
MTSI (MACOM Technology Solutions Holdings, Inc.) and CAT (Caterpillar Inc.) are both stocks. MTSI operates in Semiconductors (Technology), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, MTSI returned 27.43%/yr vs 32.10%/yr for CAT. At a 0.40 correlation, their price movements are largely independent.
Performance
MTSI vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, MTSI achieves a 128.52% return, which is significantly higher than CAT's 72.82% return. Over the past 10 years, MTSI has underperformed CAT with an annualized return of 27.43%, while CAT has yielded a comparatively higher 32.10% annualized return.
MTSI
- 1D
- 6.62%
- 1M
- 1.41%
- YTD
- 128.52%
- 6M
- 124.41%
- 1Y
- 185.72%
- 3Y*
- 85.93%
- 5Y*
- 46.16%
- 10Y*
- 27.43%
CAT
- 1D
- 3.13%
- 1M
- 12.04%
- YTD
- 72.82%
- 6M
- 71.81%
- 1Y
- 176.40%
- 3Y*
- 61.41%
- 5Y*
- 38.86%
- 10Y*
- 32.10%
MTSI vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTSI MACOM Technology Solutions Holdings, Inc. | 128.52% | 31.85% | 39.76% | 47.59% | -19.57% | 42.26% | 106.92% | 83.32% | -55.41% | -29.69% |
CAT Caterpillar Inc. | 72.82% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between MTSI and CAT is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Mar 15, 2012 | 0.40 |
The correlation between MTSI and CAT shifts across timeframes, from 0.40 (all time) to 0.53 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
MTSI:
$30.19B
CAT:
$459.19B
MTSI:
$2.33
CAT:
$20.07
MTSI:
168.14
CAT:
49.12
MTSI:
0.25
CAT:
3.25
MTSI:
27.68
CAT:
6.54
MTSI:
21.30
CAT:
24.61
MTSI:
$1.07B
CAT:
$70.76B
MTSI:
$594.25M
CAT:
$23.01B
MTSI:
$245.21M
CAT:
$15.31B
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Return for Risk
MTSI vs. CAT — Risk / Return Rank
MTSI
CAT
MTSI vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MACOM Technology Solutions Holdings, Inc. (MTSI) and Caterpillar Inc. (CAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MTSI | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.71 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 9.76 | 12.83 | -3.07 |
| Martin ratioReturn relative to average drawdown | 24.96 | 42.03 | -17.07 |
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Drawdowns
MTSI vs. CAT - Drawdown Comparison
The maximum MTSI drawdown since its inception was -80.78%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for MTSI and CAT.
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Drawdown Indicators
| MTSI | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.78% | -73.43% | -7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -19.74% | -13.88% | -5.86% |
Max Drawdown (3Y)Largest decline over 3 years | -41.09% | -34.05% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -44.86% | -34.05% | -10.81% |
Max Drawdown (10Y)Largest decline over 10 years | -80.78% | -43.36% | -37.42% |
Current DrawdownCurrent decline from peak | -4.46% | 0.00% | -4.46% |
Average DrawdownAverage peak-to-trough decline | -26.18% | -19.73% | -6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.70% | 4.23% | +3.47% |
Volatility
MTSI vs. CAT - Volatility Comparison
MACOM Technology Solutions Holdings, Inc. (MTSI) has a higher volatility of 20.95% compared to Caterpillar Inc. (CAT) at 12.57%. This indicates that MTSI's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MTSI | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.95% | 12.57% | +8.38% |
Volatility (6M)Calculated over the trailing 6-month period | 40.71% | 28.09% | +12.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.36% | 35.27% | +16.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.84% | 30.80% | +13.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.45% | 31.00% | +21.45% |
Dividends
MTSI vs. CAT - Dividend Comparison
MTSI has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.61% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
MTSI MACOM Technology Solutions Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MTSI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between MACOM Technology Solutions Holdings, Inc. and Caterpillar Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MTSI vs. CAT - Profitability Comparison
MTSI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MACOM Technology Solutions Holdings, Inc. reported a gross profit of 164.43M and revenue of 288.96M. Therefore, the gross margin over that period was 56.9%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
MTSI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MACOM Technology Solutions Holdings, Inc. reported an operating income of 50.83M and revenue of 288.96M, resulting in an operating margin of 17.6%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
MTSI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MACOM Technology Solutions Holdings, Inc. reported a net income of 46.33M and revenue of 288.96M, resulting in a net margin of 16.0%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
MTSI and CAT have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MTSI has higher volatility (20.95%) compared to CAT (12.57%). In terms of maximum drawdown, MTSI dropped -80.78% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (5.05 vs 3.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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