Himax Technologies Inc (HIMX)vsMicron Technology Inc (MU)
HIMX
Himax Technologies Inc
$8.96
-1.43%
TECHNOLOGY · Cap: $1.59B
MU
Micron Technology Inc
$811.30
-1.59%
TECHNOLOGY · Cap: $780.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 15100% more annual revenue ($133.19B vs $876.22M). HIMX leads profitability with a 6.0% profit margin vs 0.6%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
HIMX
Buy62
out of 100
Grade: C+
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.4%
Fair Value
$6.12
Current Price
$8.96
$2.84 premium
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1676.0% YoY
Reasonable price relative to book value
Revenue surging 23.9% year-over-year
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
Conservative balance sheet, low leverage
Generating 32.9B in free cash flow
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
ROE of 3.5% — below average capital efficiency
6.0% margin — thin
3.8% revenue growth
0.6% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMX
The strongest argument for HIMX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 23.9% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bear Case : HIMX
The primary concerns for HIMX are P/E Ratio, Market Cap, Return on Equity.
Bear Case : MU
The primary concerns for MU are Revenue Growth, Profit Margin, Operating Margin. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
HIMX profiles as a growth stock while MU is a value play — different risk/reward profiles.
HIMX carries more volatility with a beta of 2.51 — expect wider price swings.
HIMX is growing revenue faster at 23.9% — 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 62/100). 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.
Himax Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.
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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