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MXL 👀 관찰
MaxLinear, Inc.
$108.47 +12.3%
Semiconductors · 8.65B
65.2
상승잠재력 점수

🏢 회사 소개

MaxLinear, Inc. provides communications systems-on-chip solutions in the United States, Asia, Europe, and internationally. Its products integrate various portions of a high-speed communication system, including radio frequency, high-performance analog, mixed-signal, digital signal processing, security engines, data compression and networking layers, and power management. Its products are used in various electronic devices, such as radio transceivers and modems for 4G/5G base-station and backhaul infrastructure; optical transceivers; wi-fi and wireline routers for home networking; broadband modems compliant with data over cable service interface specifications, passive optical fiber standards, and digital subscriber line, as well as power management and interface products. It serves electronics distributors, module makers, original equipment manufacturers, and original design manufacturers through a direct sales force, third-party sales representatives, and a network of distributors. The company has a strategic collaboration with Edgecore Networks Corporation for the development network infrastructure for enterprise and SMB applications. MaxLinear, Inc. has strategic partnership with GCT Semiconductor Holding, Inc. to develop 5G fixed wireless access (FWA) gateways and converged gateways for consumer and enterprise applications. The company was incorporated in 2003 and is headquartered in Carlsbad, California. The company was incorporated in 2003 and is headquartered in Carlsbad, California.

출처: Seeking Alpha Company Profile

📊 종합 점수 근거 — 65.2점

Quant 24.9 추정등급 20.0 리비전카운트 6.0 성장 15.0 수익성 3.1 밸류 4.6 셀사이드 3.5 촉매 5.0 소형틸트 5.0 −모멘과열 6.9 −이미급등 15.0

🏰 경제적 해자(Moat) 신호 수익성 D+

SA Profitability 지표 기반 — 높은 마진·자본수익률·지속성은 경쟁우위(해자)의 정량 근거
매출총이익률
가격 결정력·차별화
B-57.16%섹터 49.81%▲ 5Y대비 +2%
순이익률
최종 수익성
D--25.96%섹터 6.00%
자기자본이익률(ROE)
자본 효율·경쟁우위
D-27.89%섹터 7.42%
투하자본이익률(ROTC)
해자의 핵심 지표
D-8.11%섹터 4.64%
총자산이익률(ROA)
자산 효율
D-17.13%섹터 3.27%
레버드 FCF 마진
현금 창출력
C-4.45%섹터 10.66%▼ 5Y대비 -65%
자산회전율
자산 활용도
C+0.63x섹터 0.63x▼ 5Y대비 -9%

⭐ Quant 등급

Quant: STRONG BUY (4.99) 월가: BUY (4.18)
Quant 등급은 예측력 높은 지표에 가중을 둔 종합 정량평가. 아래 각 Factor 근거 참고.

📰 최신 뉴스 (동향)

출처: Seeking Alpha News

🧭 최신 분석 (강세·약세·해자 논거)

출처: Seeking Alpha Analysis · 헤드라인+등급(본문은 SA에서)

Factor별 근거 (지표 · 등급 · 종목값 vs 섹터중앙값)

D+

밸류 (Valuation)

B- → B+ → D+
지표등급종목섹터중앙섹터대비
P/E Non-GAAP (TTM)F169.4725.95
+553%
P/E Non-GAAP (FWD)D-72.2224.48
+195%
P/E GAAP (TTM)-NM35.23-
P/E GAAP (FWD)-NM33.12-
PEG GAAP (TTM)--0.88-
PEG Non-GAAP (FWD)B+0.821.38
-41%
EV / Sales (TTM)D-17.173.71
+363%
EV / Sales (FWD)D-13.303.39
+293%
EV / EBITDA (TTM)-NM19.90-
EV / EBITDA (FWD)D-51.7814.72
+252%
EV / EBIT (TTM)-NM27.51-
EV / EBIT (FWD)D-63.5219.35
+228%
Price / Sales (TTM)D16.553.64
+355%
Price / Sales (FWD)D-13.163.32
+297%
Price / Book (TTM)D-19.044.24
+349%
Price / Book (FWD)D-17.254.87
+254%
Price / Cash Flow (TTM)F390.5818.87
+1969%
Price / Cash Flow (FWD)F152.3918.88
+707%
Dividend Yield (TTM)--1.13%-
A+

성장 (Growth)

D- → A+ → A+
지표등급종목섹터중앙섹터대비
Revenue Growth (YoY)A40.89%11.49%
+256%
Revenue Growth (FWD)A29.98%11.76%
+155%
EBITDA Growth (YoY)-NM14.98%-
EBITDA Growth (FWD)-NM18.14%-
EBIT Growth (YoY)-NM17.23%-
EBIT Growth (FWD)-NM20.68%-
EPS Diluted Growth (YoY)-NM17.34%-
EPS Diluted Growth (FWD)-NM17.02%-
EPS GAAP Growth (YoY)-NM13.34%-
EPS GAAP Growth (FWD)-NM17.45%-
EPS FWD Long Term Growth (3-5Y CAGR)A+88.49%18.65%
+374%
Levered FCF Growth (YoY)A125.00%8.25%
+1416%
Free Cash Flow Per Share Growth Rate (FWD)-NM16.80%-
Operating Cash Flow Growth (YoY)-NM15.57%-
Operating Cash Flow Growth (FWD)-NM17.01%-
ROE Growth (YoY)-NM3.35%-
ROE Growth (FWD)-NM5.57%-
Working Capital Growth (YoY)D-16.78%8.03%-
CAPEX Growth (YoY)C5.88%13.89%
-58%
Dividend Per Share Growth (FWD)-NM5.94%-
1 Year Dividend Growth Rate (TTM)--4.77%-
D+

수익성 (Profitability)

D+ → D+ → D+
지표등급종목섹터중앙섹터대비
Gross Profit Margin (TTM)B-57.16%49.81%
+15%
EBIT Margin (TTM)D-15.89%7.54%-
EBITDA Margin (TTM)D-7.29%12.01%-
Net Income Margin (TTM)D--25.96%6.00%-
Levered FCF Margin (TTM)C-4.45%10.66%
-58%
Return on Common Equity (TTM)D-27.89%7.42%-
Return on Total Capital (TTM)D-8.11%4.64%-
Return on Total Assets (TTM)D-17.13%3.27%-
CAPEX / Sales (TTM)C+2.36%2.34%
+1%
Asset Turnover Ratio (TTM)C+0.63x0.63x
-0%
Cash From Operations (TTM)C-22.15M150.15M
-85%
Cash Per Share (TTM)D+0.682.36
-71%
Net Income Per Employee (TTM)D-118.48K13.63K-
A+

모멘텀 (Momentum)

B+ → B+ → A+
지표등급종목섹터중앙섹터대비
3M Price PerformanceA+462.94%23.66%
+1856%
6M Price PerformanceA+444.84%6.21%
+7060%
9M Price PerformanceA+500.37%-2.11%-
1Y Price PerformanceA+574.58%12.86%
+4369%
A+

추정 (Revisions)

C+ → A- → A+
↑11 상향 / ↓0 하향최근 90일 EPS 추정
서프라이즈 +0.04최근 분기 EPS
다음 실적 7/22/2026 (Post-Market)D-22

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