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Monolithic Power Systems vs MACOM Technology Solutions Holdings: Which Stock Looks Stronger in 2026?

Monolithic Power Systems holds the cleaner structural position, with growth as the main driver and profitability adding further support. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

The clearest separation starts in growth, with profitability adding a second layer of support. The overall score gap is 13 points in favour of Monolithic Power Systems, Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. MPWR and MTSI share the same industry classification.

For a similarity-based comparison, see how Monolithic Power Systems and MTSI each position within their functional peer groups in AssetNext.

Peer-Relative Score
MPWR
Monolithic Power Systems, Inc.
40
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

Score differences across key dimensions.

Dimension spread: MPWR vs MTSI Profitability 40 23 Stability 43 48 Valuation 17 13 Growth 70 32 MPWR MTSI
Gap Ranking
#1 Growth +38
#2 Profitability +17
#3 Stability +5
#4 Valuation +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MPWR and MTSI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MPWRMTSI Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY MPWR Elevated · above norm 0th 50th 100th 0 pct gap MTSI Elevated · above norm 0th 50th 100th 99th 99th
MPWR (99th percentile) and MTSI (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
Growth
On growth, Monolithic Power Systems, Inc. ranks near the top of the group; MACOM Technology Solutions Holdings, Inc. sits in the weaker half.
Profitability
Monolithic Power Systems, Inc. holds the stronger peer position on profitability.
Growth — Dominant Gap
MPWR
70
MTSI
32
Gap+38in favour of MPWR

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

MACOM Technology Solutions Holdings, Inc. still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Growth is the clearest driver, and profitability also supports Monolithic Power Systems, Inc.'s broader structural position.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar growth-driven comparisons

Explore how MPWR and MTSI 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.