INTEL CORP vs Micron Technology, Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
One number defines the pair: operating margin, positive 80.4% at Micron and negative 23.1% at Intel, the widest quality gap in large-cap semiconductors, between two companies that both make chips in their own fabs. Micron's number is a memory supercycle at full height; Intel's is a foundry rebuild colliding with product-share losses. The market prices Micron's earnings at 25.6 times and Intel's absence of them via a $649B valuation resting entirely on recovery, twice Micron's multiple in effect if normal earnings ever return. Both carry light debt. The fabs are similar; the outcomes, for now, are opposites; the prices say the market believes in mean reversion for exactly one of them.
Comparison updated 2026-07-10.
| Metric | INTC | MU |
|---|---|---|
| Price | $127.68 | $1129.73 |
| Market cap | $649.0B | $1.29T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +35.4% |
| P/E | — | 25.6 |
| P/B | 5.19 | 12.84 |
| P/S | 12.07 | 14.33 |
| EV/EBITDA | 493.3 | 18.6 |
| Revenue growth | +1.5% | +161.2% |
| Gross margin | 39.4% | 84.6% |
| Operating margin | -23.1% | 80.4% |
| Net margin | -12.6% | 55.9% |
| Return on equity | -5.4% | 50.1% |
| Return on assets | -3.3% | 37.6% |
| Return on invested capital | -0.7% | 46.2% |
| FCF yield | -0.5% | 2.0% |
| Dividend yield | 0.3% | 0.0% |
| Debt / equity | 0.36 | 0.01 |
| Current ratio | 2.31 | 3.42 |
| Altman Z (solvency) | 6.73 | 8.90 |
| Piotroski F (quality) | 4 / 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.