VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

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Stock Comparison

Graco Inc. vs Monolithic Power Systems, Inc.

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

Graco Inc.

GGG · New York Stock Exchange

Market cap (USD)$13.8B
Gross margin (TTM)52.3%
Operating margin (TTM)26.6%
Net margin (TTM)22.7%
SectorIndustrials
IndustryIndustrial - Machinery
CountryUS
Data as of2026-01-05
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 Graco Inc.'s moat claims, evidence, and risks.

View GGG 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: both at 67 / 100.
  • Segment focus: Graco Inc. has 3 segments (49.4% in Contractor); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Moat breadth: Graco Inc. has 7 moat types across 2 domains; Monolithic Power Systems, Inc. has 4 across 3.

Primary market context

Graco Inc.

Contractor

Market

Professional and prosumer paint/coatings application equipment (airless sprayers, texture sprayers, line stripers, plural-component proportioners)

Geography

Global

Customer

Professional contractors and trades; DIY consumers via retail channels

Role

Equipment OEM / brand owner

Revenue share

49.4%

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

Graco Inc.
Monolithic Power Systems, Inc.
Ticker / Exchange
GGG - New York Stock Exchange
MPWR - NASDAQ Global Select Market
Market cap (USD)
$13.8B
$45.8B
Gross margin (TTM)
52.3%
55.2%
Operating margin (TTM)
26.6%
26%
Net margin (TTM)
22.7%
71.2%
Sector
Industrials
Technology
Industry
Industrial - Machinery
Semiconductors
HQ country
US
US
Primary segment
Contractor
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
Demand, Supply
Demand, Supply, Legal
Last update
2026-01-05
2025-12-25

Moat coverage

Shared moat types

Brand TrustOperational ExcellenceDesign In Qualification

Graco Inc. strengths

Distribution ControlService Field NetworkInstalled Base ConsumablesScope Economies

Monolithic Power Systems, Inc. strengths

IP Choke Point

Segment mix

Graco Inc. segments

Full profile >

Contractor

Oligopoly

49.4%

Industrial

Oligopoly

43.1%

Expansion Markets

Competitive

7.5%

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.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.