VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

Fiserv, Inc. vs Monolithic Power Systems, Inc.

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

Fiserv, Inc.

FISV · NASDAQ

Market cap (USD)$37.7B
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorFinancials
Industry
CountryUS
Data as of2026-01-10
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 Fiserv, Inc.'s moat claims, evidence, and risks.

View FISV analysis

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$45.9B
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: both at 67 / 100.
  • Segment focus: Fiserv, Inc. has 2 segments (50.4% in Merchant); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Moat breadth: Fiserv, Inc. has 6 moat types across 3 domains; Monolithic Power Systems, Inc. has 4 across 3.

Primary market context

Fiserv, Inc.

Merchant

Market

Merchant acquiring and commerce enablement (SMB + enterprise omnichannel payments, POS, gateway/orchestration, and related software)

Geography

Global

Customer

Merchants (SMB and enterprise), plus channel partners (ISVs/ISOs/financial institutions) that serve or refer merchants

Role

Merchant acquirer / payment processor / commerce and POS platform provider

Revenue share

50.4%

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

Fiserv, Inc.
Monolithic Power Systems, Inc.
Ticker / Exchange
FISV - NASDAQ
MPWR - NASDAQ Global Select Market
Market cap (USD)
$37.7B
$45.9B
Gross margin (TTM)
n/a
55.2%
Operating margin (TTM)
n/a
26%
Net margin (TTM)
n/a
71.2%
Sector
Financials
Technology
Industry
n/a
Semiconductors
HQ country
US
US
Primary segment
Merchant
Enterprise Data
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
67 / 100
Moat domains
Network, Supply, Demand
Demand, Supply, Legal
Last update
2026-01-10
2025-12-25

Moat coverage

Shared moat types

No overlap yet.

Fiserv, Inc. strengths

Ecosystem ComplementsDistribution ControlScale Economies Unit CostTraining Org Change CostsTwo Sided NetworkSuite Bundling

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational ExcellenceIP Choke PointBrand Trust

Segment mix

Fiserv, Inc. segments

Full profile >

Merchant

Oligopoly

50.4%

Financial

Oligopoly

49.6%

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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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.