VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Monolithic Power Systems, Inc. vs Veeva Systems 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

Veeva Systems Inc.

VEEV · New York Stock Exchange

Market cap (USD)$47.7B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
82/ 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 Veeva Systems Inc.'s moat claims, evidence, and risks.

View VEEV analysis

Comparison highlights

  • Moat score gap: Veeva Systems Inc. leads (82 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data); Veeva Systems Inc. has 2 segments (53% in R&D Solutions).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Strong.
  • Moat breadth: Monolithic Power Systems, Inc. has 4 moat types across 3 domains; Veeva Systems Inc. has 4 across 3.

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%

Veeva Systems Inc.

R&D Solutions

Market

Life sciences R&D, clinical, regulatory, safety, and quality cloud applications (Vault platform-based suites)

Geography

Global

Customer

Life sciences companies plus CROs and related regulated organizations

Role

Vertical SaaS platform owner

Revenue share

53%

Side-by-side metrics

Monolithic Power Systems, Inc.
Veeva Systems Inc.
Ticker / Exchange
MPWR - NASDAQ Global Select Market
VEEV - New York Stock Exchange
Market cap (USD)
$44.1B
$47.7B
Sector
Technology
Technology
HQ country
US
US
Primary segment
Enterprise Data
R&D Solutions
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
67 / 100
82 / 100
Moat domains
Demand, Supply, Legal
Demand, Legal, Network
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

Veeva Systems Inc. strengths

Data Workflow LockinCompliance AdvantageEcosystem ComplementsSuite Bundling

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%

Veeva Systems Inc. segments

Full profile >

Commercial Solutions

Oligopoly

47%

R&D Solutions

Competitive

53%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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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.