Alpha and Omega Semiconductor Ltd (AOSL)vsMicron Technology Inc (MU)
AOSL
Alpha and Omega Semiconductor Ltd
$22.66
+3.66%
TECHNOLOGY · Cap: $619.62M
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 8374% more annual revenue ($58.12B vs $685.88M). MU leads profitability with a 41.5% profit margin vs -15.1%. MU earns a higher WallStSmart Score of 83/100 (A-).
AOSL
Buy50
out of 100
Grade: C-
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AOSL.
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 44.9% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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%
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.0% — below average capital efficiency
Earnings declined 98.4%
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 44.9% demonstrates continued momentum.
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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
AOSL profiles as a hypergrowth stock while MU is a value play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.03 — expect wider price swings.
AOSL is growing revenue faster at 44.9% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 50/100), backed by strong 41.5% margins. 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.
Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →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 →Compare with Other SEMICONDUCTORS Stocks
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