MPWR vs RUN
Monolithic Power Systems vs Sunrun Inc. — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
72
Buy
VS
| Metric | MPWR | RUN |
|---|
| AI Score |
72
|
62
|
| Price |
$1,402.19
|
$10.02
|
| P/E Ratio |
85.49×
|
5.87×
|
| ROE |
17.4%
|
14.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
34.5%
|
| Debt / Equity |
0.00×
|
4.36×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
55.1
|
45.1
|
| Beta |
1.686
|
2.353
|
| Expected Upside |
+24.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for MPWR versus RUN.
MPWR leads by 10 points.
MPWR scores 72/100 (Buy) versus RUN at 62/100 (Buy).
MPWR Committee View
80% agreement
5 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
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Bearish candlestick pattern(s) detected: Bearish Engulfing.
RUN Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 63.2% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 4.71) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 5.9 is inexpensive for the broad market — Value
- Price-to-book of 1.4x is a discount to asset value — Value
- Revenue growing 63.2% YoY -- genuine top-line momentum — Growth
Bear Case
- Debt-to-equity of 4.71 adds balance-sheet risk to the value case — Value
- Price structure making lower highs and lower lows — Technical
- Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical