Himax Technologies Inc (HIMX)vsMicrosoft Corporation (MSFT)
HIMX
Himax Technologies Inc
$8.96
-1.43%
TECHNOLOGY · Cap: $1.59B
MSFT
Microsoft Corporation
$523.00
+0.36%
TECHNOLOGY · Cap: $3.88T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 39439% more annual revenue ($346.44B vs $876.22M). MSFT leads profitability with a 41.2% profit margin vs 6.0%. HIMX appears more attractively valued with a PEG of 1.49. MSFT earns a higher WallStSmart Score of 72/100 (B).
HIMX
Buy62
out of 100
Grade: C+
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$6.12
Current Price
$8.96
$2.84 premium
Intrinsic value data unavailable for MSFT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1676.0% YoY
Reasonable price relative to book value
Revenue surging 23.9% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 49.8%
Generating 18.6B in free cash flow
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
ROE of 3.5% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Moderate valuation
Trading at 8.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMX
The strongest argument for HIMX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 23.9% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 41.2% and operating margin at 49.8%. Revenue growth of 18.8% demonstrates continued momentum.
Bear Case : HIMX
The primary concerns for HIMX are P/E Ratio, Market Cap, Return on Equity.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
HIMX carries more volatility with a beta of 2.51 — expect wider price swings.
HIMX is growing revenue faster at 23.9% — sustainability is the question.
MSFT generates stronger free cash flow (18.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 62/100), backed by strong 41.2% margins and 18.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Himax Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
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