Micron Technology Inc (MU)vsTaiwan Semiconductor Manufacturing (TSM)
MU
Micron Technology Inc
$461.73
-3.78%
TECHNOLOGY · Cap: $497.25B
TSM
Taiwan Semiconductor Manufacturing
$339.57
-1.85%
TECHNOLOGY · Cap: $1.79T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 8902% more annual revenue ($3.81T vs $42.31B). TSM leads profitability with a 45.1% profit margin vs 28.1%. MU appears more attractively valued with a PEG of 0.61. TSM earns a higher WallStSmart Score of 82/100 (A-).
MU
Strong Buy79
out of 100
Grade: B+
TSM
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.1%
Fair Value
$491.87
Current Price
$461.73
$30.14 discount
Margin of Safety
+20.1%
Fair Value
$482.51
Current Price
$339.57
$142.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 45.0%
Revenue surging 56.7% year-over-year
Earnings expanding 175.4% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 53.9%
Generating 388.2B in free cash flow
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.8x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 51.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.1% and operating margin at 45.0%. Revenue growth of 56.7% demonstrates continued momentum.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.1% and operating margin at 53.9%. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MU is growing revenue faster at 56.7% — sustainability is the question.
TSM generates stronger free cash flow (388.2B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (82/100 vs 79/100), backed by strong 45.1% margins and 20.5% revenue growth. Both earn "Exceptional Buy" and "Strong 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 →Taiwan Semiconductor Manufacturing
TECHNOLOGY · SEMICONDUCTORS · USA
Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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