Micron Technology Inc (MU)vsUnited Microelectronics (UMC)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
UMC
United Microelectronics
$9.31
+2.87%
TECHNOLOGY · Cap: $22.97B
Smart Verdict
WallStSmart Research — data-driven comparison
United Microelectronics generates 309% more annual revenue ($237.55B vs $58.12B). MU leads profitability with a 41.5% profit margin vs 17.6%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
UMC
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Margin of Safety
+44.9%
Fair Value
$18.68
Current Price
$9.31
$9.37 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 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Generating 18.1B in free cash flow
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
2.0% revenue growth
Trading at 9.8x book value
2.4% revenue growth
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 41.5% and operating margin at 67.6%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : UMC
The strongest argument for UMC centers on Free Cash Flow, PEG Ratio, P/E Ratio. Profitability is solid with margins at 17.6% and operating margin at 19.8%. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : UMC
The primary concerns for UMC are Price/Book, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
UMC is growing revenue faster at 2.4% — sustainability is the question.
UMC generates stronger free cash flow (18.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 68/100), backed by strong 41.5% margins. UMC offers better value entry with a 44.9% 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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