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MPWR$1551.39+4.11%
Fair $1551.39+0.0%

MPWR

Monolithic Power Systems, Inc.

Technology / SemiconductorsNasdaqGS

$1551.39

+63.38 (+4.11%)

Fairly Valued+0.0%Fair Value $1551.39Fund rank 37/100 · Data gapFallback financials|
SA 62/B
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $624.1M · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

62/100

B

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MPWRLocal privado en este navegador · Monolithic Power Systems, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$76.2B

P/E

114.4x

↑

EV/EBITDA

97.9x

↑

ROE

17.6%

↑

Gross Margin

55.2%

↑

Debt/Equity

0.01

↓
52-Week Range$1551
$656$1714

TradingView lightweight chart

MPWR price, volumen y niveles de valoración

Último $1,606Periodo +16218.8%
Fair value: $1,551

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+19.3%

FCF CAGR

+23.8%

FCF margin

23.8%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.79B · net income $621.5M · FCF $663.3M

2009-FY → 2025-FY

Gross margin

55.2%-4.0% pts

Operating margin

26.1%+14.3% pts

Net margin

22.3%+10.3% pts

FCF margin

23.8%+10.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$2.79B$2.79B$2.21B$1.82B$1.79B$1.21B$844.5M$627.9M$582.4M$470.9M$388.7M$333.1M$282.5M$238.1M$213.8M$196.5M$218.8M$165.0M
Net Income$621.5M$621.5M$1.59B$427.4M$437.7M$242.0M$164.4M$108.8M$105.3M$65.2M$52.7M$35.2M$35.5M$22.9M$15.8M$13.3M$29.6M$19.7M
EBITDA$781.1M$781.1M$575.8M$521.9M$563.9M$291.1M$178.1M$117.4M$125.8M$93.5M$69.1M$54.9M$48.4M$36.1M$26.6M$22.1M$38.5M$26.1M
EPS12.8612.8636.598.769.055.053.502.382.361.501.260.860.890.590.430.380.780.54
Gross Margin55.2%55.2%55.3%56.1%58.4%56.8%55.2%55.2%55.4%54.8%54.3%54.1%54.0%53.7%52.9%51.7%55.5%59.2%
Operating Margin26.1%26.1%24.4%26.5%29.4%21.7%18.8%16.3%19.5%16.4%14.0%12.3%12.5%10.0%8.1%6.8%13.9%11.8%
Net Margin22.3%22.3%72.1%23.5%24.4%20.0%19.5%17.3%18.1%13.8%13.6%10.6%12.6%9.6%7.4%6.8%13.5%11.9%
Balance Sheet
Debt/Equity0.010.010.000.000.00—————————————
Current Ratio4.794.79————————————————
Cash Flow
Free Cash Flow$663.3M$663.3M$624.1M$580.6M$187.8M$225.6M$212.2M$120.5M$118.9M$68.1M$70.7M$53.7M——$3.9M$22.7M$25.7M$21.8M
Returns
ROE17.6%17.6%53.9%20.8%26.2%19.5%17.0%14.1%16.4%12.5%12.2%9.5%10.2%7.1%6.1%5.5%12.0%9.2%
Valuation
P/E114.37114.3716.9465.5240.60—————————————
EV/EBITDA97.9297.9251.3952.6431.00—————————————
P/B21.9721.9710.2613.6610.65—————————————
Growth & Yield
Revenue Growth26.4%26.4%21.2%1.5%—43.0%34.5%7.8%23.7%21.2%16.7%17.9%18.7%11.4%8.8%-10.2%32.6%—
EPS Growth-64.9%-64.9%317.7%-3.2%—44.3%47.1%0.8%57.3%19.0%46.5%-3.4%50.8%37.2%13.2%-51.3%44.4%—
Dividend Yield0.5%0.5%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

120.4%

muy exigente

EPS terminal req.

$137.66

Spread vs growth

-185.2%

5Y implied EPS CAGR

66.9%

muy exigente

EPS terminal req.

$166.57

Spread vs growth

-131.8%

10Y implied EPS CAGR

35.5%

muy exigente

EPS terminal req.

$268.26

Spread vs growth

-100.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +140.7%

Total return

+140.7%

Start / end P/E

18.3x → 124.9x

EPS bridge

36.59 → 12.86

Residual

-378.3%

EPS growth-64.9%
Multiple rerating+583.3%
Dividend+0.5%
Residual / FX / buybacks / cross-term-378.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.