Added to YB: 2025-05-05
Pitch date: 2025-05-01
MPWR [neutral]
Monolithic Power Systems, Inc.
+155.92%
current return
Author Info
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Company Info
Monolithic Power Systems, Inc. provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.
Market Cap
$76.3B
Pitch Price
$610.05
Price Target
N/A
Dividend
0.52%
EV/EBITDA
86.54
P/E
111.15
EV/Sales
25.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Monolithic Power Systems, Inc. - $MPWR
MPWR (hold): Fabless power management IC specialist (55% gross margin) with strong GPU/EV opportunities. Moat in server board solutions, outpacing competitors' ROI metrics with minimal debt. Revenue growth (5-10%) yields fair value $324-$773. China exposure (geographic concentration) is main risk. High quality but not top-tier.
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