Himax Technologies Inc (HIMX)vsMicron Technology Inc (MU)
HIMX
Himax Technologies Inc
$23.93
+6.84%
TECHNOLOGY · Cap: $3.09B
MU
Micron Technology Inc
$864.01
+8.70%
TECHNOLOGY · Cap: $1.23T
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 7022% more annual revenue ($58.12B vs $816.05M). MU leads profitability with a 41.5% profit margin vs 3.9%. MU appears more attractively valued with a PEG of 0.37. MU earns a higher WallStSmart Score of 80/100 (A-).
HIMX
Avoid34
out of 100
Grade: F
MU
Exceptional Buy80
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
ROE of 3.5% — below average capital efficiency
3.9% margin — thin
Premium valuation, high expectations priced in
Revenue declined 7.5%
Trading at 13.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HIMX
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, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : HIMX
The primary concerns for HIMX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.2x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
HIMX profiles as a value stock while MU is a growth play — different risk/reward profiles.
HIMX carries more volatility with a beta of 2.27 — expect wider price swings.
MU is growing revenue faster at 196.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 34/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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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