In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Micron Technology (NASDAQ:MU) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company’s performance within the industry.
Micron Technology Background
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
| Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
|---|---|---|---|---|---|---|---|
| Micron Technology Inc | 34.20 | 11.28 | 14.13 | 21.0% | $18.48 | $17.75 | 196.29% |
| NVIDIA Corp | 45.98 | 34.70 | 25.58 | 31.11% | $51.28 | $51.09 | 73.21% |
| Broadcom Inc | 82.88 | 25.20 | 30.30 | 9.12% | $11.15 | $13.16 | 29.47% |
| Advanced Micro Devices Inc | 141.37 | 10.73 | 18.59 | 2.17% | $2.4 | $5.42 | 37.85% |
| Texas Instruments Inc | 51.75 | 16.42 | 14.98 | 9.35% | $2.42 | $2.8 | 18.58% |
| Qualcomm Inc | 21.67 | 7.79 | 4.91 | 29.27% | $2.82 | $5.7 | -3.46% |
| Analog Devices Inc | 76.32 | 6.03 | 17.58 | 2.46% | $1.52 | $2.04 | 30.42% |
| Marvell Technology Inc | 57.62 | 10.82 | 18.77 | 2.79% | $0.75 | $1.15 | 22.08% |
| Monolithic Power Systems Inc | 110.95 | 20.71 | 25.48 | 5.36% | $0.26 | $0.45 | 26.14% |
| NXP Semiconductors NV | 27.87 | 6.74 | 5.87 | 10.69% | $1.7 | $1.79 | 12.2% |
| Microchip Technology Inc | 426.59 | 7.90 | 10.86 | 1.79% | $0.32 | $0.71 | 10.56% |
| ON Semiconductor Corp | 83.17 | 6.02 | 7.56 | -0.45% | $0.25 | $0.58 | 4.68% |
| GLOBALFOUNDRIES Inc | 51.10 | 3.33 | 5.80 | 0.87% | $0.49 | $0.45 | 3.09% |
| Tower Semiconductor Ltd | 126.84 | 10.34 | 19.24 | 2.2% | $0.15 | $0.11 | 15.48% |
| Credo Technology Group Holding Ltd | 94.60 | 17.18 | 29.94 | 10.03% | $0.16 | $0.28 | 201.49% |
| MACOM Technology Solutions Holdings Inc | 159.83 | 20.21 | 26.51 | 3.34% | $0.07 | $0.16 | 22.5% |
| First Solar Inc | 15.08 | 2.54 | 4.63 | 3.57% | $0.51 | $0.49 | 23.64% |
| Average | 98.35 | 12.92 | 16.66 | 7.73% | $4.77 | $5.4 | 33.0% |
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