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Side-by-side financial comparison of Monolithic Power Systems (MPWR) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.

UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $751.2M, roughly 1.6× Monolithic Power Systems). Monolithic Power Systems runs the higher net margin — 22.9% vs 1.7%, a 21.2% gap on every dollar of revenue. On growth, Monolithic Power Systems posted the faster year-over-year revenue change (20.8% vs 10.9%). Monolithic Power Systems produced more free cash flow last quarter ($63.9M vs $24.0M). Over the past eight quarters, Monolithic Power Systems's revenue compounded faster (28.1% CAGR vs 4.5%).

Monolithic Power Systems, Inc. is an American, publicly traded company headquartered in Kirkland, Washington. It operates in more than 15 locations worldwide.

Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.

MPWR vs UPBD — Head-to-Head

Bigger by revenue
UPBD
UPBD
1.6× larger
UPBD
$1.2B
$751.2M
MPWR
Growing faster (revenue YoY)
MPWR
MPWR
+10.0% gap
MPWR
20.8%
10.9%
UPBD
Higher net margin
MPWR
MPWR
21.2% more per $
MPWR
22.9%
1.7%
UPBD
More free cash flow
MPWR
MPWR
$39.8M more FCF
MPWR
$63.9M
$24.0M
UPBD
Faster 2-yr revenue CAGR
MPWR
MPWR
Annualised
MPWR
28.1%
4.5%
UPBD

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
MPWR
MPWR
UPBD
UPBD
Revenue
$751.2M
$1.2B
Net Profit
$171.7M
$19.7M
Gross Margin
55.2%
49.0%
Operating Margin
26.6%
4.8%
Net Margin
22.9%
1.7%
Revenue YoY
20.8%
10.9%
Net Profit YoY
-86.3%
-36.3%
EPS (diluted)
$3.50
$0.35

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
MPWR
MPWR
UPBD
UPBD
Q4 25
$751.2M
$1.2B
Q3 25
$737.2M
$1.2B
Q2 25
$664.6M
$1.2B
Q1 25
$637.6M
$1.2B
Q4 24
$621.7M
$1.1B
Q3 24
$620.1M
$1.1B
Q2 24
$507.4M
$1.1B
Q1 24
$457.9M
$1.1B
Net Profit
MPWR
MPWR
UPBD
UPBD
Q4 25
$171.7M
$19.7M
Q3 25
$179.8M
$13.2M
Q2 25
$135.0M
$15.5M
Q1 25
$135.1M
$24.8M
Q4 24
$1.3B
$31.0M
Q3 24
$144.4M
$30.9M
Q2 24
$100.4M
$33.9M
Q1 24
$92.5M
$27.7M
Gross Margin
MPWR
MPWR
UPBD
UPBD
Q4 25
55.2%
49.0%
Q3 25
55.1%
48.3%
Q2 25
55.1%
49.4%
Q1 25
55.4%
46.8%
Q4 24
55.4%
47.1%
Q3 24
55.4%
47.8%
Q2 24
55.3%
49.4%
Q1 24
55.1%
48.3%
Operating Margin
MPWR
MPWR
UPBD
UPBD
Q4 25
26.6%
4.8%
Q3 25
26.5%
4.5%
Q2 25
24.8%
4.4%
Q1 25
26.5%
5.3%
Q4 24
26.3%
7.3%
Q3 24
26.5%
6.6%
Q2 24
23.0%
7.5%
Q1 24
20.9%
5.6%
Net Margin
MPWR
MPWR
UPBD
UPBD
Q4 25
22.9%
1.7%
Q3 25
24.4%
1.1%
Q2 25
20.3%
1.3%
Q1 25
21.2%
2.1%
Q4 24
201.8%
2.9%
Q3 24
23.3%
2.9%
Q2 24
19.8%
3.2%
Q1 24
20.2%
2.5%
EPS (diluted)
MPWR
MPWR
UPBD
UPBD
Q4 25
$3.50
$0.35
Q3 25
$3.74
$0.22
Q2 25
$2.81
$0.26
Q1 25
$2.81
$0.42
Q4 24
$25.71
$0.55
Q3 24
$2.95
$0.55
Q2 24
$2.05
$0.61
Q1 24
$1.89
$0.50

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
MPWR
MPWR
UPBD
UPBD
Cash + ST InvestmentsLiquidity on hand
$1.3B
$120.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$3.5B
$695.7M
Total Assets
$4.2B
$3.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
MPWR
MPWR
UPBD
UPBD
Q4 25
$1.3B
$120.5M
Q3 25
$1.3B
$107.0M
Q2 25
$1.1B
$106.8M
Q1 25
$1.0B
$107.3M
Q4 24
$862.9M
$60.9M
Q3 24
$1.5B
$85.1M
Q2 24
$1.3B
$82.5M
Q1 24
$1.3B
$84.8M
Stockholders' Equity
MPWR
MPWR
UPBD
UPBD
Q4 25
$3.5B
$695.7M
Q3 25
$3.4B
$687.3M
Q2 25
$3.2B
$685.5M
Q1 25
$3.1B
$679.2M
Q4 24
$3.0B
$629.0M
Q3 24
$2.4B
$611.8M
Q2 24
$2.2B
$596.3M
Q1 24
$2.1B
$578.3M
Total Assets
MPWR
MPWR
UPBD
UPBD
Q4 25
$4.2B
$3.3B
Q3 25
$4.1B
$3.2B
Q2 25
$3.9B
$3.1B
Q1 25
$3.7B
$3.0B
Q4 24
$3.5B
$2.6B
Q3 24
$2.9B
$2.6B
Q2 24
$2.6B
$2.6B
Q1 24
$2.6B
$2.6B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
MPWR
MPWR
UPBD
UPBD
Operating Cash FlowLast quarter
$104.9M
$41.6M
Free Cash FlowOCF − Capex
$63.9M
$24.0M
FCF MarginFCF / Revenue
8.5%
2.0%
Capex IntensityCapex / Revenue
5.5%
1.5%
Cash ConversionOCF / Net Profit
0.61×
2.11×
TTM Free Cash FlowTrailing 4 quarters
$666.2M
$238.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
MPWR
MPWR
UPBD
UPBD
Q4 25
$104.9M
$41.6M
Q3 25
$239.3M
$118.4M
Q2 25
$237.6M
$7.8M
Q1 25
$256.4M
$137.7M
Q4 24
$167.7M
$-61.9M
Q3 24
$231.7M
$106.2M
Q2 24
$141.0M
$15.0M
Q1 24
$248.1M
$45.4M
Free Cash Flow
MPWR
MPWR
UPBD
UPBD
Q4 25
$63.9M
$24.0M
Q3 25
$196.8M
$97.9M
Q2 25
$189.5M
$-10.4M
Q1 25
$216.0M
$127.2M
Q4 24
$102.9M
$-74.0M
Q3 24
$197.9M
$88.3M
Q2 24
$109.5M
$613.0K
Q1 24
$232.1M
$33.6M
FCF Margin
MPWR
MPWR
UPBD
UPBD
Q4 25
8.5%
2.0%
Q3 25
26.7%
8.4%
Q2 25
28.5%
-0.9%
Q1 25
33.9%
10.8%
Q4 24
16.5%
-6.9%
Q3 24
31.9%
8.3%
Q2 24
21.6%
0.1%
Q1 24
50.7%
3.1%
Capex Intensity
MPWR
MPWR
UPBD
UPBD
Q4 25
5.5%
1.5%
Q3 25
5.8%
1.8%
Q2 25
7.2%
1.6%
Q1 25
6.3%
0.9%
Q4 24
10.4%
1.1%
Q3 24
5.5%
1.7%
Q2 24
6.2%
1.3%
Q1 24
3.5%
1.1%
Cash Conversion
MPWR
MPWR
UPBD
UPBD
Q4 25
0.61×
2.11×
Q3 25
1.33×
8.96×
Q2 25
1.76×
0.50×
Q1 25
1.90×
5.56×
Q4 24
0.13×
-2.00×
Q3 24
1.60×
3.44×
Q2 24
1.40×
0.44×
Q1 24
2.68×
1.64×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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