★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Monolithic Power Systems, Inc. vs Texas Instruments Incorporated

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

Monolithic Power Systems, Inc.

MPWR · The NASDAQ Global Select Market

Market cap (USD)$64.7B
Gross margin (TTM)55.2%
Operating margin (TTM)28.7%
Net margin (TTM)24.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
75/ 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

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$241.4B
Gross margin (TTM)58.3%
Operating margin (TTM)37.3%
Net margin (TTM)31.1%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
83/ 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 Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: Texas Instruments Incorporated leads (83 / 100 vs 75 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (38.8% in Enterprise Data); Texas Instruments Incorporated has 3 segments (79.2% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Monolithic Power Systems, Inc. has 2 moat types across 2 domains; Texas Instruments Incorporated has 4 across 2.

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

38.8%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

79.2%

Side-by-side metrics

Monolithic Power Systems, Inc.
Texas Instruments Incorporated
Ticker / Exchange
MPWR - The NASDAQ Global Select Market
TXN - Nasdaq Global Select Market
Market cap (USD)
$64.7B
$241.4B
Gross margin (TTM)
55.2%
58.3%
Operating margin (TTM)
28.7%
37.3%
Net margin (TTM)
24.4%
31.1%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Enterprise Data
Analog
Market structure
Oligopoly
Competitive
Market share
n/a
14%-17% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
83 / 100
Moat domains
Demand, Supply
Supply, Demand
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

No overlap yet.

Monolithic Power Systems, Inc. strengths

Design In QualificationOperational Excellence

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlScope EconomiesTraining Org Change Costs

Segment mix

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

38.8%

Storage and Computing

Competitive

20.4%

Automotive

Oligopoly

16%

Communications

Oligopoly

13.4%

Consumer

Competitive

5.8%

Industrial

Oligopoly

5.6%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

79.2%

Embedded Processing

Competitive

15.3%

Other

Competitive

5.5%

Act on this comparison

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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.