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MPWR vs ON
Which Stock Would AI Choose? Monolithic Power Systems (MPWR) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- Monolithic Power Systems (MPWR) delivered record Q2 2026 revenue of $980.6 million, up 47.6% year-over-year, with strong sequential growth in enterprise data and automotive segments.
- ON Semiconductor (ON) has shown more measured recent performance amid broader semiconductor sector dynamics, with fewer standout catalysts highlighted in the latest market activity.
- MPWR shares experienced an approximate 16% decline over a prior 30-day window before surging more than 8% following its July 30 earnings release.
- Both companies operate in the power semiconductor space but differ in end-market emphasis, with MPWR benefiting from accelerated data-center demand and ON maintaining exposure across automotive and industrial applications.
- Market sentiment has favored MPWR’s recent momentum and raised guidance, while ON’s positioning reflects steadier but less volatile trading patterns in recent weeks.
- Relative performance highlights trade-offs between high-growth AI-related exposure and diversified power-management stability.
Introduction
Monolithic Power Systems (MPWR) and ON Semiconductor (ON) are two semiconductor companies with significant exposure to power management technologies. This comparison examines their recent stock behavior, business drivers, and market positioning to assist investors and traders evaluating opportunities in the power semiconductor sector. The analysis focuses on observable performance trends and developments over recent weeks, providing context for those seeking to understand relative momentum and sector influences without relying on forward projections.
MPWR Overview and Recent Performance
Monolithic Power Systems (MPWR) designs and manufactures high-performance power solutions, serving markets including enterprise data, automotive, communications, and consumer electronics. In recent market activity, the stock encountered volatility, declining approximately 16% over a 30-day period through mid-July before rebounding sharply. The company reported record second-quarter 2026 revenue of $980.6 million, representing a 47.6% year-over-year increase, alongside diluted earnings per share of $5.22 GAAP and $6.50 non-GAAP. Enterprise data revenue grew substantially, contributing to raised third-quarter guidance. The post-earnings rally of more than 8% reflected positive investor response to these results and expanded share repurchase authorization.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, provides power and sensing technologies with primary focus on automotive, industrial, and energy infrastructure applications. During recent weeks, the stock has exhibited comparatively stable trading patterns within the broader semiconductor environment, without the pronounced earnings-driven moves observed elsewhere in the sector. Performance has aligned with ongoing demand in automotive electrification and industrial power management, though specific quarterly catalysts have been less prominent in immediate market coverage. The company’s diversified end-market exposure has contributed to a measured response to sector-wide sentiment shifts.
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Head-to-Head Comparison
Monolithic Power Systems (MPWR) and ON Semiconductor (ON) both supply power semiconductors yet pursue distinct business models. MPWR emphasizes high-efficiency solutions with notable strength in enterprise data and communications, driving recent sequential revenue acceleration. ON Semiconductor (ON) maintains broader automotive and industrial exposure, supporting more consistent demand patterns across economic cycles. Recent momentum has favored MPWR following its earnings beat and guidance raise, while ON Semiconductor (ON) has reflected steadier sector participation without equivalent short-term catalysts. Risk factors include valuation premiums for growth-oriented names like MPWR versus potential cyclical sensitivity in ON Semiconductor’s (ON) automotive-heavy portfolio. Market sentiment has tilted toward MPWR’s data-center tailwinds amid AI infrastructure expansion, contrasting with ON Semiconductor’s (ON) positioning in established electrification trends.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, guidance momentum, and relative price stability following volatility, Tickeron’s AI would currently assign a probabilistic preference to Monolithic Power Systems (MPWR) over ON Semiconductor (ON). The assessment rests on MPWR’s demonstrated sequential growth in key segments and positive post-earnings reaction, balanced against ON Semiconductor’s (ON) more tempered recent profile. This view incorporates trend alignment and catalyst visibility without implying definitive outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MPWR is a Hold and ON is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MPWR’s FA Score shows that 2 FA rating(s) are green whileON’s FA Score has 0 green FA rating(s).
- MPWR’s FA Score: 2 green, 3 red.
- ON’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MPWR’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- MPWR’s TA Score: 5 bullish, 2 bearish.
- ON’s TA Score: 4 bullish, 4 bearish.
Price Growth
MPWR (@Semiconductors) experienced а +3.26% price change this week, while ON (@Semiconductors) price change was -6.46% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.24%. For the same industry, the average monthly price growth was -2.06%, and the average quarterly price growth was +48.34%.
Reported Earning Dates
MPWR is expected to report earnings on Nov 04, 2026.
ON is expected to report earnings on Nov 02, 2026.
Industries' Descriptions
@Semiconductors (+11.24% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| MPWR | ON | MPWR / ON | |
| Capitalization | 68.9B | 31.6B | 218% |
| EBITDA | 857M | 1.52B | 56% |
| Gain YTD | 50.478 | 44.654 | 113% |
| P/E Ratio | 85.51 | 53.05 | 161% |
| Revenue | 2.96B | 6.06B | 49% |
| Total Cash | 932M | 2.4B | 39% |
| Total Debt | 20M | 3.01B | 1% |
MPWR | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 55 Fair valued | |
PROFIT vs RISK RATING 1..100 | 21 | 68 | |
SMR RATING 1..100 | 47 | 80 | |
PRICE GROWTH RATING 1..100 | 45 | 56 | |
P/E GROWTH RATING 1..100 | 5 | 34 | |
SEASONALITY SCORE 1..100 | 75 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ON's Valuation (55) in the Semiconductors industry is in the same range as MPWR (78). This means that ON’s stock grew similarly to MPWR’s over the last 12 months.
MPWR's Profit vs Risk Rating (21) in the Semiconductors industry is somewhat better than the same rating for ON (68). This means that MPWR’s stock grew somewhat faster than ON’s over the last 12 months.
MPWR's SMR Rating (47) in the Semiconductors industry is somewhat better than the same rating for ON (80). This means that MPWR’s stock grew somewhat faster than ON’s over the last 12 months.
MPWR's Price Growth Rating (45) in the Semiconductors industry is in the same range as ON (56). This means that MPWR’s stock grew similarly to ON’s over the last 12 months.
MPWR's P/E Growth Rating (5) in the Semiconductors industry is in the same range as ON (34). This means that MPWR’s stock grew similarly to ON’s over the last 12 months.
| MPWR | ON | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 88% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 89% | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 76% | 2 days ago 75% |
| Declines ODDS (%) | 5 days ago 69% | 6 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 87% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 68% |
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MPWR and
Correlation & Price change
A.I.dvisor indicates that over the last year, MPWR has been closely correlated with KLAC. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MPWR jumps, then KLAC could also see price increases.
| Ticker / NAME | Correlation To MPWR | 1D Price Change % | ||
|---|---|---|---|---|
| MPWR | 100% | +1.01% | ||
| KLAC - MPWR | 74% Closely correlated | +0.22% | ||
| LRCX - MPWR | 73% Closely correlated | -0.54% | ||
| ON - MPWR | 73% Closely correlated | +1.85% | ||
| NXPI - MPWR | 73% Closely correlated | +0.27% | ||
| ADI - MPWR | 70% Closely correlated | -0.10% | ||
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ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with ADI. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then ADI could also see price increases.