Broadcom Inc. vs Micron Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Broadcom carries 0.77 of debt to equity, the residue of serial acquisitions; Micron carries almost none, the caution of a business that remembers 2019 and 2023. The leverage buys Broadcom breadth: custom AI silicon, networking, and an infrastructure-software estate stitched together at a 48.6% operating margin. Micron's 80.4% operating margin is higher and more mortal, memory pricing at the top of its arc. The market pays 60.8 times for the assembled machine and 25.6 times for the cycle, with free-cash yields nearly tied at 1.8% and 2%. Both prices assume the AI buildout continues; only one assumes it continues to need this exact pricing.
Comparison updated 2026-07-10.
| Metric | AVGO | MU |
|---|---|---|
| Price | $365.26 | $1129.73 |
| Market cap | $1.78T | $1.29T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +35.4% |
| P/E | 60.8 | 25.6 |
| P/B | 20.31 | 12.84 |
| P/S | 23.60 | 14.33 |
| EV/EBITDA | 55.6 | 18.6 |
| Revenue growth | +31.9% | +161.2% |
| Gross margin | 69.5% | 84.6% |
| Operating margin | 48.6% | 80.4% |
| Net margin | 37.8% | 55.9% |
| Return on equity | 32.5% | 50.1% |
| Return on assets | 15.9% | 37.6% |
| Return on invested capital | 19.4% | 46.2% |
| FCF yield | 1.8% | 2.0% |
| Dividend yield | 0.7% | 0.0% |
| Debt / equity | 0.77 | 0.01 |
| Current ratio | 2.24 | 3.42 |
| Altman Z (solvency) | 6.87 | 8.90 |
| Piotroski F (quality) | 7 / 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.