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MPWR or MRVL or ON
Which Stock Would AI Choose? Monolithic Power Systems (MPWR) vs. Marvell Technology (MRVL) vs. ON Semiconductor (ON) Stock Comparison
Key Takeaways
- MPWR leads with 82% one-year gains and strong AI data center demand, but trades at a premium P/E above 80x amid recent volatility.
- MRVL surged post-Q4 earnings with 42% FY revenue growth and AI infrastructure strength, offering relative value at lower P/E around 30x.
- ON shows stability in power and sensing for automotive/industrial, with 38% one-year return but lags peers in AI momentum and recent growth.
- All three benefit from semiconductor tailwinds, yet MPWR and MRVL exhibit stronger relative performance driven by AI exposure over broader timeframes.
- Analyst consensus leans 'Strong Buy' across the board, with average price targets implying 20-25% upside from current levels.
Introduction
Monolithic Power Systems (MPWR), Marvell Technology (MRVL), and ON Semiconductor (ON) operate in the high-growth semiconductor sector, focusing on power management, data infrastructure, and sensing solutions. This stock comparison is particularly relevant for traders eyeing AI-driven demand and investors assessing relative performance amid market volatility. With robust end-market exposure to data centers, automotive, and industrial applications, these stocks highlight trade-offs in growth, valuation, and momentum, aiding decisions on portfolio positioning in the current environment.
MPWR Overview and Recent Performance
Monolithic Power Systems (MPWR) designs semiconductor-based power electronics solutions for cloud servers, AI systems, automotive, and consumer applications. In recent market activity, the stock has demonstrated resilience, posting 82% gains over the past year despite short-term pullbacks of around 12% in the last month. Q4 revenue rose 21% year-over-year to $751 million, beating estimates, fueled by enterprise data center demand and AI accelerators. Analysts maintain a 'Strong Buy' rating with targets near $1,328, though elevated valuation at P/E over 80x reflects growth expectations amid inventory concerns.
MRVL Overview and Recent Performance
Marvell Technology (MRVL) provides data infrastructure semiconductors, including Ethernet solutions, processors, and interconnects for data centers and networking. Recent weeks saw shares surge over 18% post-Q4 earnings, with fiscal 2026 revenue up 42% to $8.2 billion, driven by AI custom silicon and data center growth. YTD performance stands at 6%, with 36% one-year returns, supported by upbeat guidance and analyst upgrades. Trading at a forward P/E around 30x, sentiment remains positive amid strong AI demand, though broader market rotations introduce volatility.
ON Overview and Recent Performance
ON Semiconductor (ON) supplies intelligent power and sensing solutions for automotive, industrial, and cloud power markets. The stock has delivered steady 38% one-year returns and 9% YTD, with recent monthly gains of 6.7% amid positive earnings revisions. Focus on higher-margin areas like silicon carbide supports cash flow growth, though exposure to cyclical industrials tempers momentum compared to AI peers. Trading near $59, it offers relative stability with analyst optimism for end-market recovery.
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Head-to-Head Comparison
MPWR, MRVL, and ON share semiconductor roots but diverge in focus: MPWR excels in power conversion for AI servers, MRVL in networking/interconnects, and ON in discrete sensing/power for autos/industrials. Growth drivers favor MPWR (21% recent revenue) and MRVL (42% FY), outpacing ON's steadier profile amid AI hyperscaler builds. Momentum tilts to MPWR's 82% one-year vs. MRVL's 36% and ON's 38%, though MRVL's post-earnings surge signals catch-up potential. Risks include MPWR's high customer concentration and premium valuation (P/E 80x+), MRVL's execution on custom AI wins, and ON's cyclical exposure. Sector-wise, all tie to tech semis, but MPWR/MRVL show superior AI sensitivity, trading at growth multiples while ON offers value stability. Sentiment favors AI plays, with trade-offs in volatility vs. defensiveness.
Tickeron AI Verdict
Tickeron’s AI currently favors MRVL for its balanced trend consistency, recent earnings momentum, and attractive relative positioning in AI data center interconnects versus MPWR's stretched valuation and ON's muted catalysts. Observable factors like 42% revenue growth and analyst upgrades suggest higher probability of outperformance in the near term, though all remain viable amid sector strength.
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.
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 3 FA rating(s) are green whileMRVL’s FA Score has 1 green FA rating(s), and ON’s FA Score reflects 2 green FA rating(s).
- MPWR’s FA Score: 3 green, 2 red.
- MRVL’s FA Score: 1 green, 4 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.
MPWR’s TA Score shows that 6 TA indicator(s) are bullish while MRVL’s TA Score has 3 bullish TA indicator(s), and ON’s TA Score reflects 6 bullish TA indicator(s).
- MPWR’s TA Score: 6 bullish, 4 bearish.
- MRVL’s TA Score: 3 bullish, 4 bearish.
- ON’s TA Score: 6 bullish, 4 bearish.
Price Growth
MPWR (@Semiconductors) experienced а +8.65% price change this week, while MRVL (@Semiconductors) price change was +12.60% , 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 +10.27%. For the same industry, the average monthly price growth was +26.86%, and the average quarterly price growth was +26.18%.
Reported Earning Dates
MPWR is expected to report earnings on Apr 30, 2026.
MRVL is expected to report earnings on May 21, 2026.
ON is expected to report earnings on May 04, 2026.
Industries' Descriptions
@Semiconductors (+10.27% 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 | MRVL | ON | |
| Capitalization | 73.2B | 129B | 33.7B |
| EBITDA | 781M | 4.54B | 888M |
| Gain YTD | 64.818 | 74.183 | 58.006 |
| P/E Ratio | 115.93 | 48.16 | 295.03 |
| Revenue | 2.79B | 8.2B | 6B |
| Total Cash | 581M | 2.64B | 2.55B |
| Total Debt | 15.1M | 4.79B | 3.01B |
MPWR | MRVL | ON | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 33 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 73 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 18 | 39 | 64 | |
SMR RATING 1..100 | 46 | 45 | 88 | |
PRICE GROWTH RATING 1..100 | 2 | 35 | 3 | |
P/E GROWTH RATING 1..100 | 2 | 27 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 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.
MRVL's Valuation (73) in the Semiconductors industry is in the same range as MPWR (84) and is in the same range as ON (89). This means that MRVL's stock grew similarly to MPWR’s and similarly to ON’s over the last 12 months.
MPWR's Profit vs Risk Rating (18) in the Semiconductors industry is in the same range as MRVL (39) and is somewhat better than the same rating for ON (64). This means that MPWR's stock grew similarly to MRVL’s and somewhat faster than ON’s over the last 12 months.
MRVL's SMR Rating (45) in the Semiconductors industry is in the same range as MPWR (46) and is somewhat better than the same rating for ON (88). This means that MRVL's stock grew similarly to MPWR’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 somewhat better than the same rating for MRVL (35). This means that MPWR's stock grew similarly to ON’s and somewhat faster than MRVL’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 MRVL (27). This means that ON's stock grew similarly to MPWR’s and similarly to MRVL’s over the last 12 months.
| MPWR | MRVL | ON | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 67% | 1 day ago 75% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 76% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 87% | 1 day ago 83% | 1 day ago 70% |
| MACD ODDS (%) | 1 day ago 84% | N/A | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 80% | 1 day ago 80% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 82% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 77% | 1 day ago 77% | 1 day ago 72% |
| Declines ODDS (%) | 7 days ago 66% | 23 days ago 73% | 23 days ago 77% |
| BollingerBands ODDS (%) | 1 day ago 76% | 1 day ago 74% | 1 day ago 82% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 85% | 1 day ago 77% |
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MRVL and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRVL has been loosely correlated with LRCX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MRVL jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To MRVL | 1D Price Change % | ||
|---|---|---|---|---|
| MRVL | 100% | +5.83% | ||
| LRCX - MRVL | 65% Loosely correlated | -1.66% | ||
| ENTG - MRVL | 64% Loosely correlated | +1.96% | ||
| TOELY - MRVL | 63% Loosely correlated | -1.26% | ||
| KLAC - MRVL | 61% Loosely correlated | +0.77% | ||
| KLIC - MRVL | 61% Loosely correlated | +1.78% | ||
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