Monolithic Power Systems Inc vs SiTime Corporation — how do they compare? Monolithic Power Systems Inc trades at $1,197.1 (market cap $59.88B), while SiTime Corporation trades at $588 (market cap $18.03B). The key difference: Monolithic Power Systems Inc is far larger — about 3.3× SiTime Corporation's market cap, and Monolithic Power Systems Inc pays a 0.66% dividend while SiTime Corporation pays none. Which is the better fit depends on your goals.
| MPWR | SITM | |
|---|---|---|
Market Cap | $59.88B | $18.03B |
Sector | Utilities | Technology |
52-Week High | $1.69K | $901.60 |
52-Week Low | $834.14 | $245.57 |
Enterprise Value | $58.49B | $17.43B |
Dividend Yield | 0.66% | — |
Signals from Pluang's Aura AI — not financial advice
MPWR trades at $1,218.50, down 0.44% on the day, with technical indicators showing bearish momentum despite recent earnings beats. The company reported strong Q2 2026 results with EPS of $6.50 beating expectations of $5.87, driven by AI infrastructure demand. Valuation remains elevated with a P/E of 74.34 and P/S of 18.21, while profitability metrics show robust net income margin of 24.5% and ROE of 21.98%.
The stock faces near-term technical pressure but maintains strong fundamental growth prospects from AI and server demand. Analyst consensus remains overwhelmingly bullish with 88% buy ratings and a $1,860 price target representing 53% upside. Key risks include premium valuation concerns and potential double-ordering in enterprise data segments.
SITM trades at $598.95, down 2.15% today, but maintains strong analyst support with 9 unanimous buy ratings and a $863.33 consensus price target representing 44% upside. The stock shows bullish technical signals despite recent weakness, with support at $584 and resistance at $627. Recent Q2 2026 earnings beat expectations with $2.34 EPS versus $1.95 expected, driven by 127% revenue growth and AI infrastructure demand.
The outlook remains positive with Q3 2026 guidance pointing to substantial growth following the Renesas acquisition. Key risks include high valuation multiples (P/E 999, P/S 34) and negative 2025 net income, though 2026 projections show profitability improvement. Institutional buying, including California State Teachers' 73,098.9% stake increase, supports the growth narrative.
Trailing returns across standard periods
Latest headlines on both assets
Monolithic Power Systems, Inc. is a global leader in high-performance, analog, and mixed-signal semiconductors. The company specializes in power management solutions, providing integrated circuits (ICs) for a wide range of applications, including computing, automotive, industrial, and communications. MPWR's proprietary process technology is designed to deliver highly energy-efficient and compact power solutions, positioning the company as a key supplier for the next generation of electronic devices.
Read more on MPWR →SiTime Corporation is a leading provider of MEMS-based silicon timing solutions used in various electronic applications. The company’s products, including oscillators, resonators, and clock ICs, are designed to replace traditional quartz-based timing devices, offering superior performance, reliability, and smaller size in harsh environments. SiTime's solutions are adopted across high-growth markets such as 5G, data centers, industrial IoT, and automotive, positioning the company as a key enabler for next-generation electronic systems.
Read more on SITM →