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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 the lead spread across profitability and stability. MACOM Technology Solutions still has the edge on stability, which keeps the comparison from looking entirely one-sided. 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 2026-07-05

The lead is spread across profitability and growth, rather than sitting in one isolated gap. The overall score gap is 11 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.
41
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
30
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 50 12 Stability 30 68 Valuation 20 18 Growth 68 36 MPWR MTSI
Gap Ranking
#1 Profitability +38
#2 Stability +38
#3 Growth +32
#4 Valuation +2
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 is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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 2 pct gap MTSI Elevated · above norm 0th 50th 100th 95th 97th
MPWR (95th percentile) and MTSI (97th 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
Profitability
On profitability, Monolithic Power Systems, Inc. is positioned higher in the group, while MACOM Technology Solutions Holdings, Inc. is closer to the middle.
Stability
On stability, MACOM Technology Solutions Holdings, Inc. ranks near the top of the group; Monolithic Power Systems, Inc. sits in the weaker half.
Profitability — Dominant Gap
MPWR
50
MTSI
12
Gap+38in favour of MPWR

The profitability lead is mainly driven by a 12.4-point operating margin advantage.

What keeps the gap from being one-sided

Stability still tilts materially toward MACOM Technology Solutions Holdings, Inc., which stops the result from looking dominant across the whole profile.

What this means for the comparison

The profitability lead is clear, but pricing and stability still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Other comparisons with conflicting dimension signals

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.