VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Advantech Co., Ltd. vs Monolithic Power Systems, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Advantech Co., Ltd.

2395 · Taiwan Stock Exchange

Market cap (USD)$14.2B
Gross margin (TTM)39.1%
Operating margin (TTM)16.7%
Net margin (TTM)15.1%
SectorTechnology
IndustryComputer Hardware
CountryTW
Data as of2026-06-03
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Advantech Co., Ltd.'s moat claims, evidence, and risks.

View 2395 analysis

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$79.8B
Gross margin (TTM)55.2%
Operating margin (TTM)27.1%
Net margin (TTM)22.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-06-03
Moat score
67/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.

View MPWR analysis

Comparison highlights

  • Moat score gap: Monolithic Power Systems, Inc. leads (67 / 100 vs 62 / 100 for Advantech Co., Ltd.).
  • Segment focus: Advantech Co., Ltd. has 3 segments (51.7% in Industrial Computer and Industrial Control); Monolithic Power Systems, Inc. has 6 segments (26.3% in Storage and Computing).
  • Primary market structure: Competitive vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Advantech Co., Ltd. has 5 moat types across 3 domains; Monolithic Power Systems, Inc. has 4 across 3.

Primary market context

Advantech Co., Ltd.

Industrial Computer and Industrial Control

Market

Industrial PCs and industrial control computing (industrial automation, edge industrial computing)

Geography

Global

Customer

Industrial enterprises, system integrators, and industrial OEMs

Role

Industrial computing OEM + solution integrator

Revenue share

51.7%

Monolithic Power Systems, Inc.

Storage and Computing

Market

Power management ICs for notebooks/laptops, storage devices, and graphics cards

Geography

Global

Customer

OEMs/ODMs and platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

26.3%

Side-by-side metrics

Advantech Co., Ltd.
Monolithic Power Systems, Inc.
Ticker / Exchange
2395 - Taiwan Stock Exchange
MPWR - NASDAQ Global Select Market
Market cap (USD)
$14.2B
$79.8B
Gross margin (TTM)
39.1%
55.2%
Operating margin (TTM)
16.7%
27.1%
Net margin (TTM)
15.1%
22.8%
Sector
Technology
Technology
Industry
Computer Hardware
Semiconductors
HQ country
TW
US
Primary segment
Industrial Computer and Industrial Control
Storage and Computing
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
62 / 100
67 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Legal
Last update
2026-06-03
2026-06-03

Moat coverage

Shared moat types

Design In Qualification

Advantech Co., Ltd. strengths

Service Field NetworkEcosystem ComplementsData Workflow LockinInstalled Base Consumables

Monolithic Power Systems, Inc. strengths

Operational ExcellenceIP Choke PointBrand Trust

Segment mix

Advantech Co., Ltd. segments

Full profile >

Industrial Computer and Industrial Control

Competitive

51.7%

Embedded Boards and Chassis

Competitive

37%

After-sales Service and Others

Competitive

11.3%

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

25.2%

Storage and Computing

Competitive

26.3%

Automotive

Oligopoly

21.2%

Communications

Oligopoly

11.1%

Consumer

Competitive

9.1%

Industrial

Oligopoly

7.1%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.