Added to YB: 2025-05-05
Pitch date: 2025-05-01
MPWR [neutral]
Monolithic Power Systems, Inc.
+54.58%
current return
Author Info
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Company Info
Monolithic Power Systems, Inc. designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.
Market Cap
$34.7B
Pitch Price
$612.30
Price Target
N/A
Dividend
0.86%
EV/EBITDA
51.07
P/E
19.26
EV/Sales
14.11
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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