Added to YB: 2025-05-05
Pitch date: 2025-05-01
MPWR [neutral]
Monolithic Power Systems, Inc.
+120.98%
current return
Author Info
Monopolistic Investor is searching for high-quality companies with wide moats. Sign up for the newsletter.
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
$73.6B
Pitch Price
$609.15
Price Target
N/A
Dividend
0.53%
EV/EBITDA
83.45
P/E
107.25
EV/Sales
24.45
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.
Read full article (6 min)