Micron Technology Inc (MU)vsON Semiconductor Corporation (ON)
MU
Micron Technology Inc
$422.90
-4.81%
TECHNOLOGY · Cap: $497.25B
ON
ON Semiconductor Corporation
$59.26
-0.05%
TECHNOLOGY · Cap: $24.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 606% more annual revenue ($42.31B vs $6.00B). MU leads profitability with a 28.1% profit margin vs 2.0%. ON appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 79/100 (B+).
MU
Strong Buy79
out of 100
Grade: B+
ON
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.0%
Fair Value
$491.87
Current Price
$422.90
$68.97 discount
Margin of Safety
-3513.2%
Fair Value
$1.97
Current Price
$59.26
$57.29 premium
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
Growing faster than its price suggests
Every $100 of equity generates 150 in profit
Areas to Watch
Trading at 8.1x book value
Premium valuation, high expectations priced in
2.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 11.2%
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 : ON
The strongest argument for ON centers on PEG Ratio, Return on Equity. PEG of 0.23 suggests the stock is reasonably priced for its growth.
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 : ON
The primary concerns for ON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 206.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU profiles as a growth stock while ON is a value play — different risk/reward profiles.
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.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (79/100 vs 43/100), backed by strong 28.1% margins and 56.7% revenue growth. Both earn "Strong Buy" and "Hold" 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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?