Alpha and Omega Semiconductor Ltd (AOSL)vsMicron Technology Inc (MU)
AOSL
Alpha and Omega Semiconductor Ltd
$42.01
-16.40%
TECHNOLOGY · Cap: $1.58B
MU
Micron Technology Inc
$864.01
+10.84%
TECHNOLOGY · Cap: $1.20T
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 8384% more annual revenue ($58.12B vs $685.04M). MU leads profitability with a 41.5% profit margin vs -15.5%. MU earns a higher WallStSmart Score of 80/100 (A-).
AOSL
Avoid29
out of 100
Grade: F
MU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$22.69
Current Price
$42.01
$19.32 discount
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -13.3% — below average capital efficiency
Revenue declined 0.5%
Trading at 13.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Debt/Equity, Altman Z-Score, Price/Book.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 50.1x leaves little room for execution misses.
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 2.58 — expect wider price swings.
MU is growing revenue faster at 196.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 29/100), backed by strong 41.5% margins and 196.3% 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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