MPWR
Monolithic Power Systems, Inc.$1465.10Technology · Semiconductors · GPU / ASIC / CPU / 互连芯片 · as of 2026-10-06
估值
PE TTM89.1
PE NTM (混合)44.1
Fwd PE (Yahoo +1y)41.9
PEG NTM1.61
PEG (Yahoo)1.08
EV/EBITDA71.3
EV/Rev21.8
P/S22.0
FCF yield0.6%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM3.3B
Rev growth (yoy q)48%
Earnings growth86%
EPS +1y vs 0y27%
Gross margin55%
Op margin31%
Net margin25%
FCF / OCF444M / 822M
Debt / Cash19M / 1.4B
Mkt cap / EV72.0B / 71.3B
共识 / 修正
Target mean1839.8 (26%)
Rec mean (1=StrongBuy)1.29
SB/B/H/S3/13/1/0
Analysts15
+1y EPS up/down 30d11 / 1
+1y EPS chg 90d15%
Surprise avg 4q4.4%
Next earnings2026-10-29
FY end2026-12-31
价格 / 情绪
52w high / low1714.1 / 833.2
vs 52w high-15%
Ret 1m / 3m20% / 15%
RS vs SPY 1m / 3m18% / 11%
Beta1.68
Short % float5.2%
Div yield0.54%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 7.71 | 7.66–7.86 | 63% | 6.42 | 12/0 | 1.2B | 56% |
| +1q | 2026-12-31 | 8.09 | 7.86–8.30 | 69% | 6.64 | 12/0 | 1.2B | 61% |
| 0y | 2026-12-31 | 27.46 | 27.15–28.00 | 55% | 24.04 | 12/0 | 4.2B | 49% |
| +1y | 2027-12-31 | 34.98 | 30.54–37.60 | 27% | 30.33 | 11/1 | 5.3B | 28% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 4.73 | 4.64 | 2.0% |
| 2025-12-31 | 4.79 | 4.74 | 1.1% |
| 2026-03-31 | 5.10 | 4.90 | 4.0% |
| 2026-06-30 | 6.50 | 5.88 | 10.5% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）