VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Brookfield Asset Management Ltd. vs Monolithic Power Systems, Inc.

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

Brookfield Asset Management Ltd.

BAM · New York Stock Exchange

Market cap (USD)$88.3B
Gross margin (TTM)68.4%
Operating margin (TTM)66.6%
Net margin (TTM)58.3%
SectorFinancials
IndustryAsset Management
CountryCA
Data as of2026-01-05
Moat score
75/ 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 Brookfield Asset Management Ltd.'s moat claims, evidence, and risks.

View BAM analysis

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$45.8B
Gross margin (TTM)55.2%
Operating margin (TTM)26%
Net margin (TTM)71.2%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-25
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: Brookfield Asset Management Ltd. leads (75 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: Brookfield Asset Management Ltd. has 5 segments (30.3% in Credit); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Moat breadth: Brookfield Asset Management Ltd. has 4 moat types across 2 domains; Monolithic Power Systems, Inc. has 4 across 3.

Primary market context

Brookfield Asset Management Ltd.

Credit

Market

Private credit, opportunistic credit, and multi-strategy credit asset management

Geography

Global

Customer

Institutional investors, insurance accounts, and private wealth investors

Role

Alternative credit manager / asset manager

Revenue share

30.3%

Monolithic Power Systems, Inc.

Enterprise Data

Market

Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms

Geography

Global

Customer

OEMs/ODMs and cloud platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

32.5%

Side-by-side metrics

Brookfield Asset Management Ltd.
Monolithic Power Systems, Inc.
Ticker / Exchange
BAM - New York Stock Exchange
MPWR - NASDAQ Global Select Market
Market cap (USD)
$88.3B
$45.8B
Gross margin (TTM)
68.4%
55.2%
Operating margin (TTM)
66.6%
26%
Net margin (TTM)
58.3%
71.2%
Sector
Financials
Technology
Industry
Asset Management
Semiconductors
HQ country
CA
US
Primary segment
Credit
Enterprise Data
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
67 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-05
2025-12-25

Moat coverage

Shared moat types

Operational ExcellenceBrand Trust

Brookfield Asset Management Ltd. strengths

Long Term ContractsReputation Reviews

Monolithic Power Systems, Inc. strengths

Design In QualificationIP Choke Point

Segment mix

Brookfield Asset Management Ltd. segments

Full profile >

Renewable Power and Transition

Oligopoly

13.6%

Infrastructure

Oligopoly

25.5%

Real Estate

Oligopoly

20.6%

Private Equity

Oligopoly

10%

Credit

Oligopoly

30.3%

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

32.5%

Storage and Computing

Competitive

22.7%

Automotive

Oligopoly

18.8%

Communications

Oligopoly

10.2%

Consumer

Competitive

9.1%

Industrial

Oligopoly

6.7%

Want the full wide moat stocks list?

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

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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.