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

Monolithic Power Systems leads structurally, with profitability as the clearest single gap between the two profiles. MACOM Technology Solutions still leads on growth and 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.

Updated 2026-04-05

Profitability still does most of the heavy lifting in this comparison. The overall score gap is 12 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.
47
Peer-Score
Signal qualityHigh
vs
MTSI
MACOM Technology Solutions Holdings, Inc.
35
Peer-Score
Signal qualityHigh

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

Score differences across key dimensions.

Dimension spread: MPWR vs MTSI Profitability 79 8 Stability 48 69 Valuation 26 18 Growth 28 67 MPWR MTSI
Gap Ranking
#1 Profitability +71
#2 Growth +39
#3 Stability +21
#4 Valuation +8
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.

Relative Position vs Comparable Companies
Profitability
Monolithic Power Systems, Inc. ranks near the top of the group on profitability; MACOM Technology Solutions Holdings, Inc. sits in the weaker half.
Growth
The same broad pattern appears on growth: MACOM Technology Solutions Holdings, Inc. ranks near the top of the group, while Monolithic Power Systems, Inc. stays in the weaker half.
Profitability — Dominant Gap
MPWR
79
MTSI
8
Gap+71in favour of MPWR

The profitability lead is mainly driven by a 10.7-point operating margin advantage.

What keeps the gap from being one-sided

A meaningful counterforce remains in growth, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The profitability lead is clear, but pricing and growth 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.

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.