Micron Technology Inc (MU)vsON Semiconductor Corporation (ON)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
ON
ON Semiconductor Corporation
$75.24
-0.52%
TECHNOLOGY · Cap: $28.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2049% more annual revenue ($133.19B vs $6.20B). MU leads profitability with a 63.8% profit margin vs 10.2%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
ON
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Growing faster than its price suggests
Earnings expanding 36.6% YoY
Areas to Watch
Trading at 8.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ON
The strongest argument for ON centers on PEG Ratio, EPS Growth. PEG of 0.17 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : ON
The primary concerns for ON are Piotroski F-Score, P/E Ratio. A P/E of 49.8x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while ON is a value 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 63/100), backed by strong 63.8% margins and 379.3% revenue growth. Both earn "Exceptional 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.
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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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