MPWR vs SNX
Monolithic Power Systems vs TD Synnex — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
70
Buy
VS
| Metric | MPWR | SNX |
|---|
| AI Score |
70
|
66
|
| Price |
$1,400.64
|
$252.50
|
| P/E Ratio |
85.46×
|
17.93×
|
| ROE |
17.4%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
6.8%
|
| Debt / Equity |
0.00×
|
0.53×
|
| Dividend Yield |
0.5%
|
0.7%
|
| RSI (14) |
59.4
|
47.2
|
| Beta |
1.71
|
1.429
|
| Expected Upside |
+22.3%
|
+17.4%
|
AI Committee View
Current Innellis committee reasoning for MPWR versus SNX.
MPWR leads by 4 points.
MPWR scores 70/100 (Buy) versus SNX at 66/100 (Buy).
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
SNX Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth