MPWR vs SITM
Monolithic Power Systems vs SiTime — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
61
Buy
VS
| Metric | MPWR | SITM |
|---|
| AI Score |
61
|
61
|
| Price |
$1,285.65
|
$580.69
|
| P/E Ratio |
80.26×
|
1160.06×
|
| ROE |
17.4%
|
-3.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
58.7%
|
| Debt / Equity |
0.00×
|
1.29×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
41.7
|
43.8
|
| Beta |
1.686
|
2.865
|
| Expected Upside |
+30.1%
|
+46.6%
|
AI Committee View
Current Innellis committee reasoning for MPWR versus SITM.
The committee scores are tied.
MPWR and SITM both score 61/100.
MPWR Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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
SITM Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 83.0% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 1471.4 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 83.0% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 1471.4 is expensive by classic value standards — Value
- Price-to-book of 8.0x prices in significant intangible value — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value