SemiLEDS Corporation (LEDS)vsMicron Technology Inc (MU)
LEDS
SemiLEDS Corporation
$2.10
+0.96%
TECHNOLOGY · Cap: $16.30M
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 513505% more annual revenue ($133.19B vs $25.93M). MU leads profitability with a 63.8% profit margin vs -3.9%. MU earns a higher WallStSmart Score of 83/100 (A-).
LEDS
Avoid35
out of 100
Grade: F
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.9%
Fair Value
$6.55
Current Price
$2.10
$4.45 discount
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 500.0% YoY
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 -90.8% — below average capital efficiency
Revenue declined 48.6%
Distress zone — elevated risk
Trading at 8.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LEDS
The strongest argument for LEDS centers on EPS Growth.
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 : LEDS
The primary concerns for LEDS are Market Cap, Return on Equity, Revenue Growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Key Dynamics to Monitor
LEDS profiles as a turnaround stock while MU is a growth play — different risk/reward profiles.
MU carries more volatility with a beta of 2.23 — 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 35/100), backed by strong 63.8% margins and 379.3% revenue growth. LEDS offers better value entry with a 75.9% margin of safety. 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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