Micron Technology Inc (MU)vsUnited Microelectronics (UMC)
MU
Micron Technology Inc
$820.53
-9.94%
TECHNOLOGY · Cap: $977.44B
UMC
United Microelectronics
$17.36
-1.44%
TECHNOLOGY · Cap: $53.42B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 167% more annual revenue ($240.73B vs $90.27B). MU leads profitability with a 55.9% profit margin vs 20.8%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
UMC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+15.2%
Fair Value
$24.62
Current Price
$17.36
$7.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Earnings expanding 108.1% YoY
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Generating 8.8B in free cash flow
Areas to Watch
Trading at 9.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : UMC
The strongest argument for UMC centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 20.8% and operating margin at 18.5%.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : UMC
The primary concerns for UMC are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MU profiles as a growth stock while UMC is a mature play — different risk/reward profiles.
MU carries more volatility with a beta of 2.14 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 67/100), backed by strong 55.9% margins and 345.7% revenue growth. UMC offers better value entry with a 15.2% margin of safety. 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 →United Microelectronics
TECHNOLOGY · SEMICONDUCTORS · USA
United Microelectronics Corporation is a semiconductor wafer foundry in Taiwan, Singapore, China, Hong Kong, Japan, the United States, Europe, and internationally. The company is headquartered in Hsinchu City, Taiwan.
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