MPWR vs TYL
Monolithic Power Systems vs Tyler Technologies — AI-powered side-by-side comparison
MPWR
Monolithic Power Systems
61
Buy
VS
TYL
Tyler Technologies
53
Watch
| Metric | MPWR | TYL |
|---|
| AI Score |
61
|
53
|
| Price |
$1,285.65
|
$355.83
|
| P/E Ratio |
80.26×
|
45.97×
|
| ROE |
17.4%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
55.2%
|
46.6%
|
| Debt / Equity |
0.00×
|
0.48×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
41.7
|
73.8
|
| Beta |
1.686
|
0.809
|
| Expected Upside |
+30.1%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for MPWR versus TYL.
MPWR leads by 8 points.
MPWR scores 61/100 (Buy) versus TYL at 53/100 (Watch).
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
TYL Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.16) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 39.6 is moderate-to-rich — Value
- Price-to-book of 5.3x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth