Mulya.ai
Ticker
MPWR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.691
Beta (levered) ?1.691
Terminal OM% ?31.3%
Segment conc. ?94% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 21.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

MPWR · Monolithic Power Systems, Inc.

$1313.322026-07-21
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$599
-54.4% vs market
Base · active
$508
-61.3% vs market
Bear
$303
-76.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $303
Base $508
Bull $599
Market $1313
Median $1700
Market Price $1313
Mulya.ai Base $508
Analysts Median $1700
Mulya.ai IV range ($303 · $599)
Analysts Range ($1200 · $2000)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$1.8B31.3%14.8%$486MM−$86MM$400MM11.4%32.0%$1.5B$8.68
2024.Q4$1.8B0.0%31.3%0.0%$1.8B−$152MM$1.6B10.9%79.2%$3.0B$8.68
2025.Q1$2.2B21.2%28.9%0.0%$1.8B−$224MM$1.6B12.2%60.0%$3.1B$36.28
2025.Q4$2.2B0.0%28.9%19.6%$513MM−$334MM$179MM11.1%16.5%$3.1B$36.28
2026.Q1$3.0B34.0%32.1%19.6%$763MM−$436MM$327MM11.9%23.7%$3.3B$13.7268.2
italics below = DCF projection · 10yr Rev CAGR: 13.1%
2027.Q1$3.9B+33.1%31.0%19.6%$981MM−$1.1B−$139MM11.4%−$125MM25.4%$4.4B$16.8478.0
2028.Q1$4.7B+20.0%31.9%19.6%$1.2B−$921MM$290MM11.1%$234MM24.8%$5.3B$20.7863.2
2029.Q1$5.4B+15.3%32.0%19.7%$1.4B−$865MM$535MM10.8%$390MM24.2%$6.2B$24.0254.7
2030.Q1$6.2B+14.8%32.0%19.7%$1.6B−$986MM$619MM10.6%$408MM23.9%$7.2B$27.5547.7
2031.Q1$7.0B+12.8%32.0%19.8%$1.8B−$1.0B$803MM10.3%$480MM23.5%$8.2B$31.0642.3
Term. Yr+$10.6B4.1%31.3%20.0%$2.6B−$515MM$2.1B8.6%$18.0B21.1%
Active scenario IV: $508 (-61.3% vs market)