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ADI or MPWR or ON
Which Stock Would AI Choose? Analog Devices (ADI) vs. Monolithic Power Systems (MPWR) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- ADI leads with robust revenue growth of 17% in fiscal 2025 to $11B and strong Q1 2026 results, bolstered by industrial and data center demand.
- MPWR shows explosive growth at 26% revenue increase to $2.79B in 2025, driven by AI data centers, but trades at premium valuations.
- ON faces revenue contraction to $6B amid automotive slowdowns, yet posted Q4 EPS beats and signals recovery in AI and industrial segments.
- All three analog/power semis stocks experienced recent pullbacks amid sector volatility, with YTD gains of 15-28% reflecting resilience.
- MPWR outperforms on growth momentum, while ADI offers scale and stability; ON presents value with turnaround potential.
- Semiconductor sector exposure ties performance to AI, EVs, and industrials, with relative strength in data center catalysts.
Introduction
Analog Devices (ADI), Monolithic Power Systems (MPWR), and ON Semiconductor (ON) are key players in the analog and power management semiconductor space, powering applications from data centers to automotive systems. This comparison analyzes their recent market positioning, performance, and growth drivers amid rising AI demand and industrial recovery. Traders seeking momentum in high-growth semis or investors eyeing relative value in a volatile sector will find insights into business models, sentiment shifts, and head-to-head metrics for informed stock comparison decisions.
ADI Overview and Recent Performance
Analog Devices (ADI), a leader in analog, mixed-signal, and digital signal processing ICs, serves industrial, automotive, communications, and consumer markets. With a market cap around $154B and fiscal 2025 revenue of $11B (up 17% YoY), the company benefits from diversified exposure. Recent market activity saw shares pull back from 52-week highs near $363 amid broader semis volatility, yet YTD gains exceed 15%. Key influences include Q1 2026 revenue of $3.16B (up 30% YoY) and adjusted EPS of $2.46, beating estimates on industrial and data center strength. An 11% dividend hike to $1.10 signals confidence, while analyst targets average $382, supporting positive sentiment despite cyclical pressures.
MPWR Overview and Recent Performance
Monolithic Power Systems (MPWR) specializes in high-efficiency power management semiconductors for cloud computing, automotive, and consumer applications, operating a fabless model. Market cap stands at approximately $50B, with 2025 revenue reaching $2.79B (26% growth). Shares recently declined 5% in a session but hold YTD gains over 10%, with a 52-week range of $439-$1,256 reflecting AI-fueled momentum. Q4 revenue of $751M topped estimates, with EPS of $4.79 and guidance signaling enterprise data center expansion. Strong margins near 55% and ROE of 19% drive optimism, though elevated valuations (80x forward P/E) temper sentiment amid volatility.
ON Overview and Recent Performance
ON Semiconductor (ON), or onsemi, delivers intelligent power and sensing solutions focused on automotive, industrial, and cloud markets. With a $22B market cap, trailing revenue is $6B, down amid inventory corrections. Recent weeks brought a 6.5% drop, yet shares rose to 52-week highs near $74 earlier on recovery signals. Q4 EPS of $0.64 beat forecasts despite $1.53B revenue slightly missing; full-year free cash flow hit $1.4B. AI data center growth and SiC ramps for EVs bolster outlook, with analysts lifting targets to $75. Sentiment improves on stabilization, though automotive softness lingers.
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Head-to-Head Comparison
Business Models: ADI ($154B cap) leverages scale in broad analog solutions; MPWR ($50B) excels in efficient power ICs via fabless innovation; ON ($22B) emphasizes sensing/power for autos/industrials. Growth Drivers: MPWR leads with 26% revenue surge from AI data centers; ADI’s 17% gain ties to industrial/datacenter balance; ON lags at -15% but eyes EV/SiC recovery. Recent Momentum: All pulled back recently (4-6% sessions), but MPWR boasts 73% 1Y return vs. ADI’s 40%, ON’s 28%. Risk Factors: MPWR’s premium 80x P/E risks compression; ON’s auto exposure vulnerable to slowdowns; ADI offers stability. Sector Exposure/Valuation: Shared semis tailwinds favor AI/industrials; ADI/ON trade cheaper (30-60x forward P/E). Sentiment: Bullish on MPWR/ADI catalysts; ON gains on buybacks ($6B program).
Tickeron AI Verdict
Tickeron’s AI currently favors MPWR for its superior trend consistency in AI data centers, explosive 26% revenue growth, and leading relative positioning despite recent volatility. Observable catalysts like Q4 beats and 50%+ enterprise data guidance outweigh valuation premiums, with probabilistic edge in momentum continuation over ADI’s scale or ON’s recovery trajectory.
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. Disclaimers and Limitations
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).
ADI’s FA Score shows that 2 FA rating(s) are green whileMPWR’s FA Score has 3 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- ADI’s FA Score: 2 green, 3 red.
- MPWR’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 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.
ADI’s TA Score shows that 5 TA indicator(s) are bullish while MPWR’s TA Score has 6 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- ADI’s TA Score: 5 bullish, 5 bearish.
- MPWR’s TA Score: 6 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
ADI (@Semiconductors) experienced а +8.87% price change this week, while MPWR (@Semiconductors) price change was +8.65% , and ON (@Semiconductors) price fluctuated +20.47% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.22%. For the same industry, the average monthly price growth was +26.81%, and the average quarterly price growth was +26.06%.
Reported Earning Dates
ADI is expected to report earnings on May 27, 2026.
MPWR is expected to report earnings on Apr 30, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Semiconductors (+10.22% 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.
| ADI | MPWR | ON | |
| Capitalization | 186B | 73.2B | 33.7B |
| EBITDA | 5.53B | 781M | 888M |
| Gain YTD | 40.945 | 64.818 | 58.006 |
| P/E Ratio | 69.66 | 115.93 | 295.03 |
| Revenue | 11.8B | 2.79B | 6B |
| Total Cash | 4.05B | 581M | 2.55B |
| Total Debt | 8.68B | 15.1M | 3.01B |
ADI | MPWR | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 28 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 45 Fair valued | 84 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 18 | 64 | |
SMR RATING 1..100 | 77 | 46 | 88 | |
PRICE GROWTH RATING 1..100 | 4 | 2 | 3 | |
P/E GROWTH RATING 1..100 | 40 | 2 | 1 | |
SEASONALITY SCORE 1..100 | 65 | 50 | 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.
ADI's Valuation (45) in the Semiconductors industry is somewhat better than the same rating for MPWR (84) and is somewhat better than the same rating for ON (89). This means that ADI's stock grew somewhat faster than MPWR’s and somewhat faster than ON’s over the last 12 months.
ADI's Profit vs Risk Rating (10) in the Semiconductors industry is in the same range as MPWR (18) and is somewhat better than the same rating for ON (64). This means that ADI's stock grew similarly to MPWR’s and somewhat faster than ON’s over the last 12 months.
MPWR's SMR Rating (46) in the Semiconductors industry is in the same range as ADI (77) and is somewhat better than the same rating for ON (88). This means that MPWR's stock grew similarly to ADI’s and somewhat faster than ON’s over the last 12 months.
MPWR's Price Growth Rating (2) in the Semiconductors industry is in the same range as ON (3) and is in the same range as ADI (4). This means that MPWR's stock grew similarly to ON’s and similarly to ADI’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as MPWR (2) and is somewhat better than the same rating for ADI (40). This means that ON's stock grew similarly to MPWR’s and somewhat faster than ADI’s over the last 12 months.
| ADI | MPWR | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 59% | 1 day ago 73% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 69% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 71% | 1 day ago 87% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 66% | 1 day ago 84% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 61% | 1 day ago 80% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 59% | 1 day ago 80% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 60% | 1 day ago 77% | 1 day ago 72% |
| Declines ODDS (%) | 7 days ago 56% | 7 days ago 66% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 63% | 1 day ago 76% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 78% | 1 day ago 77% |
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