Mulya.ai
Ticker
MPWR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.490
Beta (levered) ?1.490
Terminal OM% ?32.9%
Segment conc. ?94% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

MPWR · Monolithic Power Systems, Inc.

$1118.492026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$678
-39.4% vs market
Base · active
$594
-46.9% vs market
Bear
$316
-71.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $316
Base $594
Bull $678
Market $1118
Median $1300
Market Price $1118
Mulya.ai Base $594
Analysts Median $1300
Mulya.ai IV range ($316 · $678)
Analysts Range ($1200 · $1500)
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
2021.Q4$1.2B27.0%11.1%$290MM−$228MM$63MM10.4%29.5%$985MM$4.92
2022.Q4$1.8B48.5%36.6%16.6%$547MM−$521MM$26MM10.7%43.7%$1.5B$8.90
2023.Q4$1.8B1.5%32.9%15.5%$507MM−$110MM$397MM10.3%32.6%$1.6B$8.69
2024.Q4$2.2B21.2%30.4%0.0%$2.1B−$202MM$1.9B10.9%89.8%$3.1B$36.34
2025.Q4$2.8B26.4%32.5%19.6%$729MM−$388MM$341MM11.1%23.2%$3.2B$12.5360.6
italics below = DCF projection · 10yr Rev CAGR: 13.4%
2026.Q4$3.4B+21.0%32.6%19.6%$885MM−$273MM$612MM10.6%$554MM26.4%$3.5B$14.4677.4
2027.Q4$4.0B+17.2%33.7%19.7%$1.1B−$285MM$787MM10.4%$645MM29.6%$3.8B$17.5263.8
2028.Q4$4.7B+18.2%33.6%19.7%$1.3B−$377MM$883MM10.2%$657MM31.8%$4.1B$20.6054.3
2029.Q4$5.5B+16.5%34.0%19.8%$1.5B−$431MM$1.1B10.0%$715MM34.1%$4.6B$24.3146.0
2030.Q4$6.3B+16.5%34.0%19.8%$1.7B−$539MM$1.2B9.8%$735MM35.7%$5.1B$28.3139.5
Term. Yr+$10.2B4.1%32.9%20.0%$2.7B−$466MM$2.2B8.6%$19.5B23.6%
Active scenario IV: $594 (-46.9% vs market)