Alpha and Omega Semiconductor Ltd (AOSL)vsMicron Technology Inc (MU)
AOSL
Alpha and Omega Semiconductor Ltd
$24.71
+0.16%
TECHNOLOGY · Cap: $684.89M
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 19517% more annual revenue ($133.19B vs $678.93M). MU leads profitability with a 63.8% profit margin vs -6.2%. MU earns a higher WallStSmart Score of 83/100 (A-).
AOSL
Avoid31
out of 100
Grade: F
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.6%
Fair Value
$22.45
Current Price
$24.71
$2.26 discount
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 61 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 80.7%
Areas to Watch
Smaller company, higher risk/reward
ROE of -0.0% — below average capital efficiency
Revenue declined 3.5%
Earnings declined 98.4%
Trading at 8.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 63.8% and operating margin at 80.7%. Revenue growth of 379.3% demonstrates continued momentum.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Return on Equity, Revenue Growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Key Dynamics to Monitor
AOSL profiles as a turnaround stock while MU is a growth play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.64 — expect wider price swings.
MU is growing revenue faster at 379.3% — sustainability is the question.
MU generates stronger free cash flow (32.9B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 31/100), backed by strong 63.8% margins and 379.3% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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