VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Monolithic Power Systems, Inc. vs PDD Holdings 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)$44.1B
SectorTechnology
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

PDD Holdings Inc.

PDD · NASDAQ

Market cap (USD)$161.7B
SectorConsumer
CountryKY
Data as of2025-12-29
Moat score
44/ 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 PDD Holdings Inc.'s moat claims, evidence, and risks.

View PDD analysis

Comparison highlights

  • Moat score gap: Monolithic Power Systems, Inc. leads (67 / 100 vs 44 / 100 for PDD Holdings Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); PDD Holdings Inc. has 2 segments.
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; PDD Holdings Inc. has 4 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%

PDD Holdings Inc.

Pinduoduo China marketplace

Market

China online retail marketplace (value-for-money focus)

Geography

China

Customer

Consumers & third-party merchants

Role

Online marketplace platform

Side-by-side metrics

Monolithic Power Systems, Inc.
PDD Holdings Inc.
Ticker / Exchange
MPWR - NASDAQ Global Select Market
PDD - NASDAQ
Market cap (USD)
$44.1B
$161.7B
Sector
Technology
Consumer
HQ country
US
KY
Primary segment
Enterprise Data
Pinduoduo China marketplace
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
67 / 100
44 / 100
Moat domains
Demand, Supply, Legal
Network, Supply, Financial, Legal
Last update
2025-12-25
2025-12-29

Moat coverage

Shared moat types

No overlap yet.

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational ExcellenceIP Choke PointBrand Trust

PDD Holdings Inc. strengths

Two Sided NetworkScale Economies Unit CostFloat PrepaymentCompliance 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%

PDD Holdings Inc. segments

Full profile >

Pinduoduo China marketplace

Oligopoly

n/a

Temu international marketplace

Competitive

n/a

Want the full wide moat stocks list?

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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.