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Stock Comparison · Valuation-led comparison

Amphenol vs Monolithic Power Systems: Which Stock Looks Stronger in 2026?

Amphenol leads structurally, with valuation as the clearest single gap between the two profiles. Monolithic Power Systems still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Monolithic Power Systems carries the stronger setup — intact trend against Amphenol's broken trend. That leaves a split case: the structural lead stays with Amphenol, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

The lead runs through valuation, while growth still acts as a real counterweight on the other side.

Trajectory Similarity
0.74
Similar
Peer-set rank: #2
within Amphenol Corporation's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The strongest overlap appears in capital structure and operating margin level.

Similarity drivers
capital structureoperating margin level
What reduces the match
recent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
APH
Amphenol Corporation
45
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
MPWR
Monolithic Power Systems, Inc.
39
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing shapes this comparison more than a broad operating gap.

Dimension spread: APH vs MPWR Profitability 40 40 Stability 45 43 Valuation 59 15 Growth 33 70 APH MPWR
Gap Ranking
#1 Valuation +44
#2 Growth +37
#3 Stability +2
#4 Profitability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for APH and MPWR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer APHMPWR Relative valuation Structural strength

Monolithic Power Systems, Inc. occupies the cheaper side of the setup map, although Amphenol Corporation still holds the stronger structural profile.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where APH and MPWR each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY APH Elevated · near norm 0th 50th 100th 10 pct gap MPWR Elevated · above norm 0th 50th 100th 89th 99th
APH (89th percentile) and MPWR (99th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
Amphenol Corporation sits in the stronger part of the group on valuation, while Monolithic Power Systems, Inc. is closer to mid-pack.
Growth
Monolithic Power Systems, Inc. ranks near the top of the group on growth; Amphenol Corporation sits in the weaker half.
Valuation — Dominant Gap
APH
59
MPWR
15
Gap+44in favour of APH

The multiple-based pricing edge comes from a forward P/E that is 29 turns lower.

What keeps the gap from being one-sided

Growth still tilts materially toward Monolithic Power Systems, Inc., which stops the result from looking dominant across the whole profile.

What this means for the comparison

Valuation points more clearly to Amphenol Corporation, but growth and current pricing keep the broader result mixed.

Explore full peer positioning in AssetNext

Break down the APH vs MPWR comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how APH and MPWR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.