Microchip Technology Inc (MCHP)vsMicron Technology Inc (MU)
MCHP
Microchip Technology Inc
$62.97
-0.51%
TECHNOLOGY · Cap: $34.08B
MU
Micron Technology Inc
$422.90
-4.81%
TECHNOLOGY · Cap: $476.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1229% more annual revenue ($58.12B vs $4.37B). MU leads profitability with a 41.5% profit margin vs -1.6%. MU appears more attractively valued with a PEG of 0.26. MU earns a higher WallStSmart Score of 80/100 (A-).
MCHP
Hold42
out of 100
Grade: D
MU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MCHP.
Margin of Safety
+57.4%
Fair Value
$991.69
Current Price
$422.90
$568.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
15.6% revenue growth
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%
Revenue surging 196.3% year-over-year
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
ROE of -109.0% — below average capital efficiency
Earnings declined 81.6%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : MCHP
The strongest argument for MCHP centers on PEG Ratio, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
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 : MCHP
The primary concerns for MCHP are Altman Z-Score, Piotroski F-Score, Return on Equity.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 42/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Microchip Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Microchip Technology Inc. is a publicly-listed American corporation that manufactures microcontroller, mixed-signal, analog and Flash-IP integrated circuits.
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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