Monolithic Power Systems Inc vs Zscaler Inc — how do they compare? Monolithic Power Systems Inc trades at $1,191 (market cap $59.16B), while Zscaler Inc trades at $166 (market cap $27.08B). The key difference: Monolithic Power Systems Inc is far larger — about 2.2× Zscaler Inc's market cap, and Monolithic Power Systems Inc pays a 0.66% dividend while Zscaler Inc pays none. Which is the better fit depends on your goals.
| MPWR | ZS | |
|---|---|---|
Market Cap | $59.16B | $27.08B |
Sector | Utilities | Technology |
52-Week High | $1.69K | $336.27 |
52-Week Low | $834.14 | $118.05 |
Enterprise Value | $57.76B | $25.47B |
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 a bearish technical signal from moving averages but oversold RSI hints at potential rebound. The stock shows strong fundamentals with Q2 2026 EPS beating estimates at $6.50 versus $5.87 expected, and revenue growth projected to rise from $2.79B in 2025 to $3.3B in 2026. A recent partnership with GlobalFoundries aims to scale high-performance power solutions, supporting long-term growth in AI and server markets.
Outlook remains positive driven by AI infrastructure demand and expanding product portfolio, though high valuation multiples (P/E 73.44) pose risks if growth slows. Analyst consensus is strongly bullish with 88% buy ratings and a $1,860 price target, indicating 53% upside. Key risks include premium valuation sensitivity and potential double-ordering concerns in enterprise data segments.
Zscaler (ZS) trades at $161.94, down 4.63% today, reflecting bearish technical signals despite strong quarterly earnings beats. Revenue growth remains robust at 25% year-over-year in Q4 2026, though net income margins are negative. The stock faces headwinds from slowing growth guidance for FY2027 and elevated valuation multiples, with a consensus price target of $204.88 suggesting 26% upside. Recent news highlights AI security product launches and conference presentations.
Outlook is mixed: analyst sentiment is overwhelmingly bullish (79% buy ratings), but execution risks and decelerating top-line growth cloud near-term performance. Investment opportunity hinges on AI-driven cybersecurity demand offsetting margin pressures, while risks include competitive threats and capital expenditure increases impacting cash flow.
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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →