Monolithic Power Systems: Big Growth At A Reasonable Price
Portfolio Pulse from
Monolithic Power Systems (MPWR) is highlighted as a strong growth opportunity with a 15% CAGR over five years, supported by a fabless model and market presence. Despite risks related to TSMC and Nvidia, a 7% margin of safety and a December 2029 EV estimate of $54.34B make it a viable inclusion in growth portfolios.
December 10, 2024 | 1:30 pm
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Monolithic Power Systems is projected to achieve a 15% CAGR over five years, with a 7% margin of safety and a December 2029 EV estimate of $54.34B. Despite macro uncertainties and risks tied to TSMC and Nvidia, MPWR is a strong candidate for growth portfolios.
The article highlights MPWR's strong growth potential with a 15% CAGR and a 7% margin of safety, making it attractive for growth portfolios. The risks associated with TSMC and Nvidia are noted but do not outweigh the growth prospects.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100