MPWR vs NXT
Monolithic Power Systems vs Nextpower — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
57
Buy
VS
| Metric | MPWR | NXT |
|---|
| AI Score |
57
|
59
|
| Price |
$1,303.88
|
$87.29
|
| P/E Ratio |
79.52×
|
21.31×
|
| ROE |
17.4%
|
25.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
33.4%
|
| Debt / Equity |
0.00×
|
0.00×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
41.8
|
23.9
|
| Beta |
1.686
|
1.95
|
| Expected Upside |
+31.2%
|
+33.0%
|
AI Committee View
Current Innellis committee reasoning for MPWR versus NXT.
NXT leads by 2 points.
NXT scores 59/100 (Buy) versus MPWR at 57/100 (Buy).
MPWR Committee View
67% agreement
6 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- ROE of 21.9% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.7% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 86.8 is expensive by classic value standards — Value
- Price-to-book of 12.3x prices in significant intangible value — Value
- EPS declining -57.2% YoY despite any revenue growth — Growth
NXT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Technical Analyst remains cautious — rsi at 23 is in oversold territory (could mean either capitulation or a bounce setup). This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 26.3% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 26.7 is moderate-to-rich — Value
- Price-to-book of 7.7x prices in significant intangible value — Value
- RSI at 23 is in oversold territory (could mean either capitulation or a bounce setup) — Technical