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Monolithic Power Systems $MPWR
I tend to fall in love with new (to me) stocks too quickly.

Today's episode of this unfortunate truth brings you Monolithic Power Systems $MPWR.

It looks like a fascinating -- and vital -- component of the broader semiconductor market, with some incredible historical figures.

Labeled as a semiconductor-based power electronics solutions business, its technical operations are well above my pay grade, but it looks wildly investable.

Also, its total return is over 2,000% in the last 10 years.

Here is its tear sheet from ROIC.AI:

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I might have to remember this one for any potential future competitions on here, but I need to do a lot more digging on it first.

Almost always priced at a premium but sold off as of late.

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Key stats:
  • 5-year revenue CAGR 27%
  • 5-year EPS CAGR 34%
  • Profit margin 18% and FCF margin of 14%
  • ROE of 18% and ROIC of 12%
  • 0.8% dividend with a payout ratio of 27%
  • 5-year dividend growth rate of 28%
  • 37x TTM earnings and 29x forward earnings
  • 5-year average P/E was 52

Does anybody follow this relatively new S&P 500 member?

Would love to hear what you all think or know about it. 🙏
Are you comfortable investing in stock even if you have trouble understanding its underlying operations?
7%Absolutely
38%"Comfortable?" No. Still will.
38%No way
15%Only w/ pristine financials.

13 VotesPoll ended on: 9/30/2022

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