MTSI vs SBAC

Comparison between MACOM Technology Solutions Holdings Inc (MTSI, Company) and SBA Communications Corp - Class A (SBAC, Company).

MTSI is from the Technology sector, while SBAC is from the Real Estate sector.

5-Year PerformanceMTSI has outperformed SBAC, delivering a return of +45.0% compared to -4.2%

MTSI vs SBAC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MTSI(COMPANY)	SBAC(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	80.78%	99.65%
Sharpe Ratio	2.61	-0.20
5Y Beta	1.82	0.10
Industry	Semiconductors	Reit - Specialty
P/E Ratio	-422.45	70.50
Forward P/E	67.11	24.51
PEG Ratio	2.05	1.79
Dividend Yield	N/A	2.09%
5Y Dividends CAGR	N/A	23.57%
5Y EPS CAGR	-22.48%	19.68%
Debt to Equity	36.99%	-272.74%
Free Cash Flow Yield	0.70%	4.39%
P/S Ratio	22.77	8.12
P/B Ratio	16.17	91.04

Market Cap

Winner

MTSI

$23B

SBAC

$23B

Max Drawdown

Winner

MTSI

80.78%

SBAC

99.65%

Sharpe Ratio

Winner

MTSI

2.61

SBAC

-0.20

5Y Beta

MTSI

1.82

Winner

SBAC

0.10

Industry

MTSI

Semiconductors

SBAC

Reit - Specialty

P/E Ratio

Winner

MTSI

-422.45

SBAC

70.50

Forward P/E

MTSI

67.11

Winner

SBAC

24.51

PEG Ratio

MTSI

2.05

Winner

SBAC

1.79

Dividend Yield

MTSI

N/A

SBAC

2.09%

5Y Dividends CAGR

MTSI

N/A

SBAC

23.57%

5Y EPS CAGR

MTSI

-22.48%

Winner

SBAC

19.68%

Debt to Equity

MTSI

36.99%

Winner

SBAC

-272.74%

Free Cash Flow Yield

MTSI

0.70%

Winner

SBAC

4.39%

P/S Ratio

MTSI

22.77

Winner

SBAC

8.12

P/B Ratio

Winner

MTSI

16.17

SBAC

91.04

MTSI vs SBAC - Historical Returns

Returns include dividend reinvestment.

Period	MTSI	SBAC
1 month	+45.70%	-0.25%
3 months	+52.69%	+18.95%
6 months	+111.66%	+11.89%
1 year	+200.75%	-5.73%
5 years(CAGR)	+44.98%	-4.17%
10 years(CAGR)	+25.07%	+9.03%
Max(CAGR)	+22.43%	+12.86%

Winner

MTSI

+45.70%

SBAC

-0.25%

Winner

MTSI

+52.69%

SBAC

+18.95%

Winner

MTSI

+111.66%

SBAC

+11.89%

Winner

MTSI

+200.75%

SBAC

-5.73%

5Y(CAGR)

Winner

MTSI

+44.98%

SBAC

-4.17%

10Y(CAGR)

Winner

MTSI

+25.07%

SBAC

+9.03%

Max(CAGR)

Winner

MTSI

+22.43%

SBAC

+12.86%

MTSI vs SBAC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MTSI	SBAC
2026	+105.69%	+14.10%
2025	+32.33%	-1.46%
2024	+43.90%	-18.58%
2023	+50.97%	-8.61%
2022	-21.03%	-25.54%
2021	+41.75%	+42.22%
2020	+109.28%	+18.87%
2019	+78.88%	+50.36%
2018	-58.35%	+0.78%
2017	-30.66%	+54.80%
2016	+17.16%	-2.36%
2015	+29.69%	-5.32%
2014	+97.23%	+25.27%
2013	+18.40%	+23.76%
2012	-27.15%	+64.69%
2011	N/A	+5.04%
2010	N/A	+16.41%
2009	N/A	+93.10%
2008	N/A	-50.75%
2007	N/A	+22.83%
2006	N/A	+49.29%
2005	N/A	+94.99%
2004	N/A	+126.89%
2003	N/A	+706.87%
2002	N/A	-97.01%
2001	N/A	-66.88%
2000	N/A	+128.11%
1999	N/A	+94.81%

MTSI vs SBAC Drawdown Comparison

The maximum drawdown for MTSI was -80.78%, occurring on May 7, 2019. Recovery took 892 trading sessions.

The maximum drawdown for SBAC was -99.65%, occurring on Oct 14, 2002. Recovery took 3016 trading sessions.

The current SBAC drawdown is -39.88%.

Rank	MTSI	SBAC
#1	-80.78% Jul 26, 2017 - Feb 10, 2021	-99.65% Jun 29, 2000 - Jun 26, 2012
#2	-51.14% Mar 19, 2012 - Jun 10, 2014	-54.49% Dec 31, 2021 - Mar 25, 2026
#3	-44.86% Dec 27, 2021 - Aug 23, 2023	-36.28% Mar 13, 2000 - Jun 29, 2000
#4	-41.09% Jan 21, 2025 - Oct 29, 2025	-33.63% Aug 17, 2015 - May 2, 2017
#5	-36.91% Jun 23, 2015 - Mar 7, 2016	-28.82% Mar 4, 2020 - Apr 9, 2020
#6	-33.23% Apr 1, 2016 - Nov 17, 2016	-26.93% Sep 15, 2020 - Jun 17, 2021
#7	-27.99% Mar 1, 2021 - Oct 28, 2021	-24.80% Nov 11, 1999 - Dec 16, 1999
#8	-25.97% Sep 18, 2014 - Nov 26, 2014	-21.57% Feb 7, 2000 - Feb 25, 2000
#9	-22.01% Mar 24, 2015 - Jun 1, 2015	-16.07% Feb 1, 2018 - Jan 23, 2019
#10	-19.74% Mar 2, 2026 - Apr 13, 2026	-15.93% Sep 4, 2019 - Feb 11, 2020
#11	-18.99% Jul 8, 2024 - Oct 25, 2024	-12.26% Sep 8, 2021 - Dec 15, 2021
#12	-17.20% Apr 24, 2017 - May 16, 2017	-12.09% Jan 11, 2000 - Jan 18, 2000
#13	-16.93% Aug 31, 2023 - Nov 27, 2023	-11.90% Feb 20, 2014 - May 14, 2014
#14	-16.32% Dec 26, 2023 - Mar 7, 2024	-11.56% May 14, 2013 - Oct 16, 2013
#15	-16.25% Dec 8, 2016 - Apr 24, 2017	-10.99% Dec 31, 1999 - Jan 10, 2000