VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Monolithic Power Systems, Inc. vs QUALCOMM Incorporated

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)$79.8B
Gross margin (TTM)55.2%
Operating margin (TTM)27.1%
Net margin (TTM)22.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-06-03
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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)$253.8B
Gross margin (TTM)54.8%
Operating margin (TTM)25.5%
Net margin (TTM)22.3%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-06-03
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: QUALCOMM Incorporated leads (70 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (26.3% in Storage and Computing); QUALCOMM Incorporated has 4 segments (60.2% in Handset chipsets (Snapdragon platforms)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; QUALCOMM Incorporated has 7 across 4.

Primary market context

Monolithic Power Systems, Inc.

Storage and Computing

Market

Power management ICs for notebooks/laptops, storage devices, and graphics cards

Geography

Global

Customer

OEMs/ODMs and platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

26.3%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

60.2%

Side-by-side metrics

Monolithic Power Systems, Inc.
QUALCOMM Incorporated
Ticker / Exchange
MPWR - NASDAQ Global Select Market
QCOM - NASDAQ Global Select Market
Market cap (USD)
$79.8B
$253.8B
Gross margin (TTM)
55.2%
54.8%
Operating margin (TTM)
27.1%
25.5%
Net margin (TTM)
22.8%
22.3%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Storage and Computing
Handset chipsets (Snapdragon platforms)
Market structure
Competitive
Oligopoly
Market share
n/a
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
67 / 100
70 / 100
Moat domains
Demand, Supply, Legal
Supply, Network, Demand, Legal
Last update
2026-06-03
2026-06-03

Moat coverage

Shared moat types

Design In QualificationIP Choke Point

Monolithic Power Systems, Inc. strengths

Operational ExcellenceBrand Trust

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleEcosystem ComplementsScope EconomiesLong Term Contracts

Segment mix

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

25.2%

Storage and Computing

Competitive

26.3%

Automotive

Oligopoly

21.2%

Communications

Oligopoly

11.1%

Consumer

Competitive

9.1%

Industrial

Oligopoly

7.1%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

60.2%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

10.5%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.8%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

14.4%

Want the full wide moat stocks list?

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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.