WIDE MOAT STOCKS COMPARISON

Checking

 

Stock Comparison

Analog Devices, Inc. vs Monolithic Power Systems, Inc.

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

Analog Devices, Inc.

ADI · Nasdaq Global Select Market

Market cap (USD)$190.6B
Gross margin (TTM)65.8%
Operating margin (TTM)35.5%
Net margin (TTM)29.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
59/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Analog Devices, Inc.'s moat claims, evidence, and risks.

View ADI analysis

Monolithic Power Systems, Inc.

MPWR · The NASDAQ Global Select Market

Market cap (USD)$67.7B
Gross margin (TTM)55.3%
Operating margin (TTM)29.5%
Net margin (TTM)23.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
74/100
Moat score

Weighted across the company's segments.

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 (74 / 100 vs 59 / 100 for Analog Devices, Inc.).
  • Segment focus: Analog Devices, Inc. has 4 segments (44.7% in Industrial); Monolithic Power Systems, Inc. has 6 segments (26.3% in Storage and Computing).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Analog Devices, Inc. has 2 moat types across 2 domains; Monolithic Power Systems, Inc. has 2 across 2.

Primary market context

Analog Devices, Inc.

Industrial

Market

Industrial analog, mixed-signal, RF and power management semiconductors

Geography

Global

Customer

B2B (OEMs/ODMs, industrial equipment, test & measurement, aerospace/defense)

Role

Semiconductor IC supplier

Revenue share

44.7%

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

Analog Devices, Inc.
Monolithic Power Systems, Inc.
Ticker / Exchange
ADI - Nasdaq Global Select Market
MPWR - The NASDAQ Global Select Market
Market cap (USD)
$190.6B
$67.7B
Gross margin (TTM)
65.8%
55.3%
Operating margin (TTM)
35.5%
29.5%
Net margin (TTM)
29.8%
23.9%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Industrial
Storage and Computing
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
59 / 100
74 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Design In Qualification

Analog Devices, Inc. strengths

Scope Economies

Monolithic Power Systems, Inc. strengths

Operational Excellence

Segment mix

Analog Devices, Inc. segments

Full profile >

Industrial

Oligopoly

44.7%

Automotive

Oligopoly

29.7%

Communications

Oligopoly

12.5%

Consumer

Competitive

13%

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%

Act on this comparison

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.