Monolithic Power Systems Inc (MPWR)vsMicrosoft Corporation (MSFT)
MPWR
Monolithic Power Systems Inc
$1,481.05
-10.38%
TECHNOLOGY · Cap: $79.84B
MSFT
Microsoft Corporation
$416.67
+0.10%
TECHNOLOGY · Cap: $3.28T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 10663% more annual revenue ($318.27B vs $2.96B). MSFT leads profitability with a 39.3% profit margin vs 23.0%. MSFT appears more attractively valued with a PEG of 1.42. MSFT earns a higher WallStSmart Score of 72/100 (B).
MPWR
Strong Buy68
out of 100
Grade: B-
MSFT
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Revenue surging 26.1% year-over-year
Earnings expanding 39.5% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 19.8x book value
Premium valuation, high expectations priced in
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : MPWR
The strongest argument for MPWR centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 30.0%. Revenue growth of 26.1% demonstrates continued momentum.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : MPWR
The primary concerns for MPWR are PEG Ratio, Price/Book, P/E Ratio. A P/E of 116.3x leaves little room for execution misses.
Bear Case : MSFT
The primary concerns for MSFT are P/E Ratio.
Key Dynamics to Monitor
MPWR carries more volatility with a beta of 1.74 — expect wider price swings.
MPWR is growing revenue faster at 26.1% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 68/100), backed by strong 39.3% margins and 18.3% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Monolithic Power Systems Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. The company provides power circuits for systems found in cloud computing, telecom infrastructures, automotive, industrial applications and consumer applications.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
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