MPWR vs STM
Monolithic Power Systems vs STMicroelectronics N.V. — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
72
Buy
VS
STM
STMicroelectronics N.V.
54
Watch
| Metric | MPWR | STM |
|---|
| AI Score |
72
|
54
|
| Price |
$1,402.19
|
$55.03
|
| P/E Ratio |
85.49×
|
104.06×
|
| ROE |
17.4%
|
0.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
34.3%
|
| Debt / Equity |
0.00×
|
0.23×
|
| Dividend Yield |
0.5%
|
0.6%
|
| RSI (14) |
55.1
|
48.6
|
| Beta |
1.686
|
1.563
|
| Expected Upside |
+24.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for MPWR versus STM.
MPWR leads by 18 points.
MPWR scores 72/100 (Buy) versus STM at 54/100 (Watch).
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.
STM Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -11.1% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.2x is a discount to asset value — Value
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 166.3 is expensive by classic value standards — Value
- ROE of only 1.6% -- cheap may mean cheap for a reason — Value
- Revenue declining -11.1% YoY -- this is not a growth story right now — Growth