APH vs MPWR
Amphenol vs Monolithic Power Systems — AI-powered side-by-side comparison
VS
MPWR
Monolithic Power Systems
70
Buy
| Metric | APH | MPWR |
|---|
| AI Score |
60
|
70
|
| Price |
$169.26
|
$1,400.64
|
| P/E Ratio |
40.28×
|
85.46×
|
| ROE |
31.8%
|
17.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.5%
|
55.2%
|
| Debt / Equity |
1.21×
|
0.00×
|
| Dividend Yield |
0.5%
|
0.5%
|
| RSI (14) |
65.4
|
59.4
|
| Beta |
1.243
|
1.71
|
| Expected Upside |
+5.4%
|
+22.3%
|
AI Committee View
Current Innellis committee reasoning for APH versus MPWR.
MPWR leads by 10 points.
MPWR scores 70/100 (Buy) versus APH at 60/100 (Buy).
APH Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 54.2% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 37.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 54.2% YoY -- genuine top-line momentum — Growth
- EPS growing 59.4% YoY — Growth
Bear Case
- P/E of 40.6 is expensive by classic value standards — Value
- Price-to-book of 12.3x prices in significant intangible value — Value
- Bollinger bandwidth of 20.1% signals elevated volatility — Risk
MPWR Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro