APPLIED MATERIALS INC /DE vs Micron Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and MU diverge most: on revenue growth, AMAT reads +3.4% and MU reads +161.2%; on debt / equity, AMAT reads 0.27 and MU reads 0.01. The rest of the comparable metrics sit closer together. What AMAT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | MU |
|---|---|---|
| Price | $509.98 | $818.91 |
| Market cap | $407.5B | $937.7B |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +26.4% |
| P/E | 48.0 | 18.5 |
| P/B | 17.04 | 9.31 |
| P/S | 14.04 | 10.39 |
| EV/EBITDA | 47.6 | 13.8 |
| Revenue growth | +3.4% | +161.2% |
| Gross margin | 49.9% | 84.6% |
| Operating margin | 31.9% | 80.4% |
| Net margin | 27.3% | 55.9% |
| Return on equity | 33.1% | 50.1% |
| Return on assets | 19.6% | 37.6% |
| Return on invested capital | 23.8% | 46.2% |
| FCF yield | 1.3% | 2.8% |
| Dividend yield | 0.3% | 0.1% |
| Debt / equity | 0.27 | 0.01 |
| Current ratio | 2.51 | 3.42 |
| Altman Z (solvency) | 9.39 | 8.90 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.