COMPARE · Data as of August 21, 2026
MU vs TSM
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, TSM scored 69.7 — MU leads.
Compare another set
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
Score gap
20.3
MU leads
TSM
Taiwan Semiconductor Manufacturing Company Limited
69.7
$418.95 · $2.2T
At a glance · who leads each dimension, on the model's own rules
- CheapestMU21.8x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityTSM90 / 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
TSM
$26.2bA
FCF
$35.7bA
+167.0%A
Rev
+33.9%A
0.06A-
D/E
0.17B+
21.8xB+
P/E
31.2xB
0.14A
PEG
0.98B+
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
TSM
—
Price vs fair valuelower is cheaper
213% above
—
Growth the price implies10-yr FCF · lower = less priced in
~46%/yr
—
1-yr DCF upside
-76%
—
5-yr DCF upside
-68%
—
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MU
No notable signals flagged.
TSM
Why this score
- Raising its dividend
- Durable high returns
- Foreign reporter (TWD)
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.
TSMTaiwan Semiconductor Manufacturing Company Limited
Why now
Semiconductors · market cap $2.2T. 13% off the 52-week high of $479.00. Revenue growing +34% — in hypergrowth territory. PEG 0.98 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $554.45 (implying +32% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $2.2T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 15.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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