Botfet / Company detail
MTSI
rejectedMACOM Technology Solutions Holdings, Inc.
AI/compute
Moat scoreNot available: not scored quality failout of 100
Rejectionquality_fail
The numbers
Financial metrics
Roic6.7%
Gross Margin54.9%
Revenue Cagr12.4%
Fcf Conversion-282.6%
Fcf Yield0.8%
Interest Coverage7.2x
Market Cap B$18.8B
PeNot available: not applicable loss making
Quality PassFail
Founder LedNo
Thesis AlignedYes
Moat QuantNot available: not scored quality fail
Why it may endure
Moat breakdown
Market Share StabilityNot available: not scored quality fail
Network EffectsNot available: not scored quality fail
Pricing PowerNot available: not scored quality fail
Regulatory MoatNot available: not scored quality fail
Switching CostsNot available: not scored quality fail
ConvictionNot available: not scored quality fail
LeadershipNot available: not scored quality fail
VisionNot available: not scored quality fail