COMPARE · Data as of August 21, 2026
MU vs QCOM
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, QCOM scored 66.5 — MU leads.
Compare another set
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
Score gap
23.5
MU leads
QCOM
QUALCOMM Incorporated
66.5
$160.75 · $168.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestQCOM18.4x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityQCOM88 / 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
QCOM
$26.2bA
FCF
$10.4bA-
+167.0%A
Rev
+1.9%C
0.06A-
D/E
0.55C+
21.8xB+
P/E
18.4xA-
0.14A
PEG
0.71A-
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
QCOM
—
Price vs fair valuelower is cheaper
92% above
—
Growth the price implies10-yr FCF · lower = less priced in
~17%/yr
—
1-yr DCF upside
-44%
—
5-yr DCF upside
-48%
—
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.
QCOM
Why this score
- Buying back stock
- 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.
QCOMQUALCOMM Incorporated
Why now
Semiconductors · market cap $168.8b. Down 38% from 52-week high of $259.92 — deep drawdown territory. PEG 0.71 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $193.10 (implying +20% upside).
Moat
Net margin 21% 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. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.66 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.
Verdict — model-derived comparison
MU leads QCOM by 18.9 points (90.0 to 71.1), its sharpest advantage coming in Rev (grade A). A contrarian could still prefer QCOM for its stronger P/E (grade A-).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.