MPWR vs TOST
Monolithic Power Systems vs Toast, Inc. — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
72
Buy
VS
| Metric | MPWR | TOST |
|---|
| AI Score |
72
|
63
|
| Price |
$1,402.19
|
$34.89
|
| P/E Ratio |
85.49×
|
42.02×
|
| ROE |
17.4%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
26.7%
|
| Debt / Equity |
0.00×
|
0.00×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
55.1
|
68.2
|
| Beta |
1.686
|
1.725
|
| Expected Upside |
+24.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for MPWR versus TOST.
MPWR leads by 9 points.
MPWR scores 72/100 (Buy) versus TOST at 63/100 (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.
TOST 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 23.8% shows genuine earnings power backing the valuation — Value
- EPS growing 120.8% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical