Is Monolithic Power Systems Stock Outperforming Its Rivals?

MPWR: Monolithic Power Systems logo
MPWR
Monolithic Power Systems

With Monolithic Power Systems falling -7.6% in a Day, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Monolithic Power Systems (MPWR) stock stacks up against its peers in size, valuation, growth and margin.

  • MPWR’s operating margin of 26.0% is high, higher than most peers though lower than TXN (34.8%).
  • MPWR’s revenue growth of 34.3% in the last 12 months is strong, outpacing TXN, ADI, FSLR, ON, DIOD.
  • MPWR’s stock gained 33.5% over the past year and trades at a PE of 25.9, though peers like FSLR delivered stronger returns.

As a quick background, Monolithic Power Systems provides DC-to-DC integrated circuits for voltage conversion and control in electronic systems, distributed through third-party distributors and value-added resellers.

A single stock can be risky, but there is a huge value to a broader, diversified approach. Quiz time: Over the last 5 years, which index do you think the Trefis High Quality Portfolio outperformed — the S&P 500, the S&P 1500 Equal Weighted, or both? The answer might surprise you. See how our advisory framework helps stack the odds in your favor.

  MPWR TXN ADI FSLR ON DIOD
Market Cap ($ Bil) 48.1 146.8 115.8 28.6 20.8 2.5
Revenue ($ Bil) 2.5 17.3 10.4 4.3 6.4 1.4
PE Ratio 25.9 29.1 59.1 22.8 44.6 38.9
LTM Revenue Growth 34.3% 9.9% 7.1% 15.4% -17.9% 2.9%
LTM Operating Margin 26.0% 34.8% 25.3% 31.3% 17.5% 3.0%
LTM FCF Margin 28.4% 12.0% 35.4% -21.7% 20.1% 11.8%
12M Market Return 33.5% -17.9% 6.7% 37.3% -29.0% -8.8%

Why does this matter? MPWR just went up 8% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell MPWR Stock to see if Monolithic Power Systems holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through MPWR Dip Buyer Analysis lens.

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Revenue Growth Comparison

  LTM 2024 2023 2022
MPWR 34.3% 21.2% 1.5% 48.5%
TXN 9.9% -10.7% -12.5% 9.2%
ADI 7.1% -23.4% 2.4% 64.2%
FSLR 15.4% 26.7% 26.7% -10.4%
ON -17.9% -14.2% -0.9% 23.5%
DIOD 2.9% -21.1% -16.9% 10.8%

Operating Margin Comparison

  LTM 2024 2023 2022
MPWR 26.0% 24.4% 26.5% 29.4%
TXN 34.8% 34.1% 41.8% 51.9%
ADI 25.3% 22.0% 32.4% 29.6%
FSLR 31.3% 33.1% 26.7% -10.7%
ON 17.5% 26.9% 31.7% 33.2%
DIOD 3.0% 3.9% 15.1% 20.2%

PE Ratio Comparison

  LTM 2024 2023 2022
MPWR 25.9 16.1 70.3 37.8
TXN 29.1 35.6 23.8 17.3
ADI 59.1 64.5 30.1 31.0
FSLR 22.8 14.6 22.1 -361.4
ON 44.6 17.1 16.5 14.2
DIOD 38.9 64.7 16.2 10.4

While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.