SemiLEDS Corporation (LEDS)vsMicron Technology Inc (MU)
LEDS
SemiLEDS Corporation
$1.24
-2.36%
TECHNOLOGY · Cap: $20.14M
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 186730% more annual revenue ($58.12B vs $31.11M). MU leads profitability with a 41.5% profit margin vs -1.6%. MU earns a higher WallStSmart Score of 83/100 (A-).
LEDS
Avoid33
out of 100
Grade: F
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LEDS.
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -14.7% — below average capital efficiency
Currently unprofitable
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : LEDS
The strongest argument for LEDS centers on Price/Book. Revenue growth of 12.3% demonstrates continued momentum.
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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : LEDS
The primary concerns for LEDS are EPS Growth, Market Cap, Return on Equity.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
LEDS profiles as a turnaround stock while MU is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.54 — expect wider price swings.
LEDS is growing revenue faster at 12.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 33/100), backed by strong 41.5% margins. 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.
SemiLEDS Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
SemiLEDs Corporation develops, manufactures, and sells light-emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, Ireland, and internationally. The company is headquartered in Chunan, Taiwan.
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.
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