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MCHP or MPWR or ON
Which Stock Would AI Choose? Microchip Technology (MCHP) vs. Monolithic Power Systems (MPWR) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- MCHP shares trade around $65 with modest YTD gains of 2.25%, supported by recent Q3 revenue growth of 15.6% year-over-year and strong guidance for sequential sales increases.
- MPWR leads with robust YTD performance at 12.89% and 82% over one year, driven by Q4 revenue up 20.8% and AI data center demand, though recent volatility persists.
- ON shows YTD gains near 22%, but faces pressure from Q4 revenue declines of 11.2% amid industrial softness, with focus shifting to higher-margin areas.
- All three benefit from semiconductor recovery, but MPWR exhibits superior long-term momentum fueled by enterprise data growth.
- Recent market activity reflects sector volatility, with analyst targets suggesting upside: $87 for MCHP, $1,328 for MPWR, and $68 for ON.
- Investor interest centers on power management and embedded solutions amid AI and automotive trends.
Introduction
This comparison examines MCHP, MPWR, and ON, key players in semiconductors specializing in microcontrollers, power management, and sensing solutions. These stocks operate in overlapping areas like automotive, industrial, and data center applications, where demand for efficient power and embedded controls drives growth. Traders seeking relative performance insights and investors eyeing sector recovery will find value here, particularly amid recent earnings beats and guidance amid broader chip market volatility. The analysis highlights price behavior, sentiment, and positioning in the current environment.
MCHP Overview and Recent Performance
Microchip Technology (MCHP) designs and sells microcontrollers, analog products, and connectivity solutions for industrial, automotive, and consumer markets. In recent market activity, shares have traded around $65, within a 52-week range of $34-$83, reflecting recovery from prior lows. Q3 fiscal 2026 net sales rose 15.6% year-over-year to $1.19 billion, with non-GAAP gross margins at 60.5%, driven by demand in networking and data centers. Guidance points to $1.26 billion for the next quarter, up 6% sequentially. Sentiment has improved on product launches like the LX4580 mixed-signal IC for aviation, though shares dipped amid sector sell-offs. Channel inventory normalization and debt reduction bolster stability.
MPWR Overview and Recent Performance
Monolithic Power Systems (MPWR) delivers high-performance power management semiconductors for AI systems, automotive, and consumer electronics. Shares hover near $1,023, in a 52-week range of $439-$1,256, with strong YTD gains of nearly 13% and 82% over one year. Q4 2025 revenue climbed 20.8% to $751 million, with non-GAAP EPS at $4.79, fueled by enterprise data center growth. The firm raised its dividend to $2.00 per share, signaling confidence. Recent weeks saw pullbacks amid valuation concerns and market turmoil, yet AI exposure sustains positive momentum. Analysts project continued outperformance.
ON Overview and Recent Performance
ON Semiconductor (ON), operating as onsemi, supplies power and sensing solutions for automotive and industrial end-markets. Trading around $57, within $31-$74 over 52 weeks, shares have gained about 22% YTD but faced recent declines. Q4 2025 revenue of $1.53 billion aligned with expectations but fell 11% year-over-year, with non-GAAP EPS of $0.64 beating estimates. The company generated $1.4 billion in free cash flow, supporting buybacks, while guiding Q1 revenue at $1.49 billion midpoint. Sentiment reflects caution on industrial demand but optimism for silicon carbide and EV shifts.
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Head-to-Head Comparison
MCHP, MPWR, and ON share exposure to power semis and embedded systems but differ in focus: MCHP emphasizes microcontrollers for broad industrial use, MPWR excels in high-efficiency DC-DC for AI servers, and ON prioritizes sensors and SiC for EVs. Growth drivers favor MPWR's data center surge versus ON's industrial headwinds. Recent momentum ranks ON highest YTD at 22%, followed by MPWR at 13%, with MCHP at 2%. Risks include cyclical inventory for all, but MCHP offers stability via dividends. Valuations show MPWR at premium P/E of 80 amid growth, while ON and MCHP appear stretched on EPS. Sentiment tilts toward AI catalysts for MPWR.
Tickeron AI Verdict
Tickeron’s AI currently favors MPWR based on consistent trend strength in enterprise data, superior revenue growth, and relative YTD outperformance amid volatility. Its positioning in AI power solutions offers higher-probability catalysts compared to MCHP's steady recovery or ON's mixed guidance.
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 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).
MCHP’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).
- MCHP’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.
MCHP’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).
- MCHP’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
MCHP (@Semiconductors) experienced а +9.09% price change this week, while MPWR (@Semiconductors) price change was +21.04% , and ON (@Semiconductors) price fluctuated +10.39% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
Reported Earning Dates
MCHP is expected to report earnings on May 11, 2026.
MPWR is expected to report earnings on Apr 30, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Semiconductors (+6.73% 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.
| MCHP | MPWR | ON | |
| Capitalization | 38.7B | 66.5B | 27B |
| EBITDA | 877M | 781M | 888M |
| Gain YTD | 12.965 | 49.671 | 26.777 |
| P/E Ratio | 86.21 | 105.28 | 236.72 |
| Revenue | 4.37B | 2.79B | 6B |
| Total Cash | 251M | 581M | 2.55B |
| Total Debt | 5.41B | 15.1M | 3.01B |
MCHP | MPWR | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 30 | 19 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 83 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 93 | 22 | 74 | |
SMR RATING 1..100 | 90 | 46 | 88 | |
PRICE GROWTH RATING 1..100 | 44 | 3 | 8 | |
P/E GROWTH RATING 1..100 | 6 | 2 | 1 | |
SEASONALITY SCORE 1..100 | 75 | 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.
MCHP's Valuation (13) in the Semiconductors industry is significantly better than the same rating for MPWR (83) and is significantly better than the same rating for ON (87). This means that MCHP's stock grew significantly faster than MPWR’s and significantly faster than ON’s over the last 12 months.
MPWR's Profit vs Risk Rating (22) in the Semiconductors industry is somewhat better than the same rating for ON (74) and is significantly better than the same rating for MCHP (93). This means that MPWR's stock grew somewhat faster than ON’s and significantly faster than MCHP’s over the last 12 months.
MPWR's SMR Rating (46) in the Semiconductors industry is somewhat better than the same rating for ON (88) and is somewhat better than the same rating for MCHP (90). This means that MPWR's stock grew somewhat faster than ON’s and somewhat faster than MCHP’s over the last 12 months.
MPWR's Price Growth Rating (3) in the Semiconductors industry is in the same range as ON (8) and is somewhat better than the same rating for MCHP (44). This means that MPWR's stock grew similarly to ON’s and somewhat faster than MCHP’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 in the same range as MCHP (6). This means that ON's stock grew similarly to MPWR’s and similarly to MCHP’s over the last 12 months.
| MCHP | MPWR | ON | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 71% | 2 days ago 67% | 3 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 66% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 70% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 79% | 2 days ago 89% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 80% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 80% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 77% | 2 days ago 72% |
| Declines ODDS (%) | 13 days ago 73% | 13 days ago 66% | 13 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 64% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 77% | 2 days ago 75% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFIS | 35.49 | 0.15 | +0.42% |
| Dimensional International Small Cap ETF | |||
| NSCR | 29.81 | N/A | N/A |
| Nuveen Sustainable Core ETF | |||
| DVXC | 25.38 | N/A | N/A |
| WEBs Communication Svcs XLC Dfnd Vol ETF | |||
| MOOD | 41.61 | -0.02 | -0.05% |
| Relative Sentiment Tactical Allc ETF | |||
| YLD | 18.92 | -0.09 | -0.47% |
| Principal Active High Yield ETF | |||
MCHP and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCHP has been closely correlated with MCHPP. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCHP jumps, then MCHPP could also see price increases.
| Ticker / NAME | Correlation To MCHP | 1D Price Change % | ||
|---|---|---|---|---|
| MCHP | 100% | +0.48% | ||
| MCHPP - MCHP | 97% Closely correlated | -0.06% | ||
| ADI - MCHP | 85% Closely correlated | -0.35% | ||
| NXPI - MCHP | 85% Closely correlated | -0.63% | ||
| TXN - MCHP | 82% Closely correlated | -0.12% | ||
| ON - MCHP | 81% Closely correlated | +0.23% | ||
More | ||||
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.