COMPARE · Data as of August 21, 2026
MU vs TER
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, TER scored 64.1 — MU leads.
Compare another set
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
Score gap
25.9
MU leads
TER
Teradyne, Inc.
64.1
$375.74 · $58.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMU21.8x
- Fastest growthMU+167.0%
- Strongest balance sheetTER0.03
- Highest qualityTER90 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
MU
TER
$26.2bA
FCF
$800mC+
+167.0%A
Rev
+57.9%A
0.06A-
D/E
0.03A-
21.8xB+
P/E
51.5xC+
0.14A
PEG
0.97B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MU
TER
—
Price vs fair valuelower is cheaper
415% above
—
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
—
1-yr DCF upside
-85%
—
5-yr DCF upside
-81%
—
10-yr DCF upside
-72%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MU
No notable signals flagged.
TER
Why this score
- Durable high returns
The companies
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 23% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +57% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
TERTeradyne, Inc.
Why now
Semiconductor Equipment & Materials · market cap $58.7b. Down 23% from 52-week high of $487.91 — deep drawdown territory. Revenue growing +58% — in hypergrowth territory. PEG 0.97 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $449.80 (implying +20% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $58.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 51.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.79 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 13.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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