VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Monolithic Power Systems, Inc. vs Netflix, Inc.

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

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

Netflix, Inc.

NFLX · NASDAQ

Market cap (USD)$387.5B
Gross margin (TTM)48.1%
Operating margin (TTM)29.1%
Net margin (TTM)24.1%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-05
Moat score
65/ 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 Netflix, Inc.'s moat claims, evidence, and risks.

View NFLX analysis

Comparison highlights

  • Moat score gap: Monolithic Power Systems, Inc. leads (67 / 100 vs 65 / 100 for Netflix, Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); Netflix, Inc. has 1 segment (100% in Streaming entertainment platform).
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; Netflix, Inc. has 5 across 4.

Primary market context

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%

Netflix, Inc.

Streaming entertainment platform

Market

Paid streaming video entertainment (SVOD/AVOD)

Geography

Global

Customer

Consumers (B2C); advertisers via ad-supported inventory

Role

Streaming platform operator; content producer/licensor

Revenue share

100%

Side-by-side metrics

Monolithic Power Systems, Inc.
Netflix, Inc.
Ticker / Exchange
MPWR - NASDAQ Global Select Market
NFLX - NASDAQ
Market cap (USD)
$45.8B
$387.5B
Gross margin (TTM)
55.2%
48.1%
Operating margin (TTM)
26%
29.1%
Net margin (TTM)
71.2%
24.1%
Sector
Technology
Communication Services
Industry
Semiconductors
Entertainment
HQ country
US
US
Primary segment
Enterprise Data
Streaming entertainment platform
Market structure
Oligopoly
Oligopoly
Market share
n/a
8.2%-8.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
65 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Legal, Financial
Last update
2025-12-25
2026-01-05

Moat coverage

Shared moat types

No overlap yet.

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational ExcellenceIP Choke PointBrand Trust

Netflix, Inc. strengths

Data Network EffectsScale Economies Unit CostContent Rights CurrencyPhysical Network DensityFloat Prepayment

Segment mix

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%

Netflix, Inc. segments

Full profile >

Streaming entertainment platform

Oligopoly

100%

Want the full wide moat stocks list?

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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.