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Added to YB: 2025-01-22

Pitch date: 2025-01-21

MPWR [bullish]

Monolithic Power Systems, Inc.

+45.43%

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

$650.84

Price Target

817.00 (-14%)

Dividend

0.86%

EV/EBITDA

51.07

P/E

19.26

EV/Sales

14.11

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Monolithic Power Systems: Key Semiconductor Supplier Poised for Growth Across Diverse Markets

MPWR: Leading fabless semiconductor co. for power mgmt. 20% CAGR to 2030 on EV, 5G, AI trends. Wide moat w/ BCD tech & customer relationships. High margins, ROIC >20%. Lost Nvidia share, but CEO confident in growth. Trades below 5-yr avg ratios. 36.97% upside to $817 PT. Risks: Asia reliance, customer concentration.

Read full article (10 min)