CGNX vs MPWR
Cognex vs Monolithic Power Systems — AI-powered side-by-side comparison
VS
MPWR
Monolithic Power Systems
70
Buy
| Metric | CGNX | MPWR |
|---|
| AI Score |
63
|
70
|
| Price |
$66.91
|
$1,400.64
|
| P/E Ratio |
63.70×
|
85.46×
|
| ROE |
7.7%
|
17.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
55.2%
|
| Debt / Equity |
0.04×
|
0.00×
|
| Dividend Yield |
0.5%
|
0.5%
|
| RSI (14) |
54.3
|
59.4
|
| Beta |
1.492
|
1.71
|
| Expected Upside |
+7.0%
|
+22.3%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus MPWR.
MPWR leads by 7 points.
MPWR scores 70/100 (Buy) versus CGNX at 63/100 (Buy).
CGNX Committee View
67% agreement
6 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 78.1 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 78.1 is expensive by classic value standards — Value
- Price-to-book of 4.0x prices in significant intangible value — Value
- Bollinger bandwidth of 20.4% 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