VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Monolithic Power Systems, Inc. vs NXP Semiconductors N.V.

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)$57.7B
Gross margin (TTM)55.2%
Operating margin (TTM)26.1%
Net margin (TTM)22.1%
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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$58.5B
Gross margin (TTM)54.6%
Operating margin (TTM)26.4%
Net margin (TTM)16.5%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Monolithic Power Systems, Inc. leads (67 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; NXP Semiconductors N.V. has 8 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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Monolithic Power Systems, Inc.
NXP Semiconductors N.V.
Ticker / Exchange
MPWR - NASDAQ Global Select Market
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$57.7B
$58.5B
Gross margin (TTM)
55.2%
54.6%
Operating margin (TTM)
26.1%
26.4%
Net margin (TTM)
22.1%
16.5%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
NL
Primary segment
Enterprise Data
Automotive
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
64 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network, Legal
Last update
2025-12-25
2025-12-22

Moat coverage

Shared moat types

Design In Qualification

Monolithic Power Systems, Inc. strengths

Operational ExcellenceIP Choke PointBrand Trust

NXP Semiconductors N.V. strengths

Training Org Change CostsCapacity MoatProcurement InertiaScope EconomiesEcosystem ComplementsCapex Knowhow ScaleCompliance Advantage

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%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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.