CluenexMonolithic Power Systems MPWR
Monolithic Power Systems scores excellent on business quality (8.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Monolithic Power Systems does
Monolithic Power Systems designs high-performance analog and mixed-signal semiconductors, selling power management solutions to industrial, telecom, and automotive customers. Revenue is surging as power delivery demands multiply across modern hardware.
- What it does best
Monolithic excels at high-density power integration, posting 26.4% revenue growth that outpaces many peers like Intel's negative growth.
- The main risk
Valuation stands at an aggressive multiple with price far above intrinsic value, leaving little room for execution missteps.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at 28.7% with a net margin of 24.6%, showing strong conversion of revenue to profit as scale builds.
Operating margin ranks in the top quartile of its sector at 28.7%, supported by specialized system architecture designs.
Revenue growth is running at 26.4%, accelerating past past annual trends as demand for power chips expands rapidly.
Debt-free balance sheet with $1.3B in cash and $584M in free cash flow, making financial footing exceptionally strong.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 sold $326K outside pre-planned sales.
Our sealed record on MPWR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Monolithic Power Systems scores excellent on the Cluenex quality check (8.2 of 10), measured against its own industry. Profitability is fair, moat fair, growth fast and financial health strong.
In the last 90 days of SEC Form 4 filings: 2 sold $326K outside pre-planned sales.
Oct 29, 2026, after the close.
See MPWR today
- Today's verdict on MPWR, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Monolithic Power Systems (MPWR)”, https://cluenex.com/stocks/mpwr/, data as of Oct 10, 2026.