COMPARE · Data as of August 27, 2026
MU vs SKHY
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, SKHY scored 72.0 — MU leads.
Compare another set
MU
Micron Technology, Inc.
90
$914.01
fundamentals as of
Score gap
18.0
MU leads
SKHY
SK hynix Inc.
72
$161.04 · $1.1T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSKHY9.8x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualitySKHY92 / 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
SKHY
$26.2bA
FCF
$29.5bA
+167.0%A
Rev
+46.8%A
0.06A-
D/E
0.08B+
20.7xB+
P/E
9.8xA
0.14A
PEG
0.31A
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
SKHY
—
Price vs fair valuelower is cheaper
188% above
—
Growth the price implies10-yr FCF · lower = less priced in
~46%/yr
—
1-yr DCF upside
-73%
—
5-yr DCF upside
-65%
—
10-yr DCF upside
-51%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MU
No notable signals flagged.
SKHY
Why this score
- Short track record
- Foreign reporter (KRW)
The companies
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 27% 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 $1,513 (implying +66% 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.
SKHYSK hynix Inc.
Why now
Semiconductors · market cap $1.1T. 17% off the 52-week high of $194.80. Revenue growing +47% — in hypergrowth territory. PEG 0.31 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $246.97 (implying +53% upside).
Moat
Net margin 86% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 93% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.1T 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
Beta 2.40 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 SKHY by 18 points (90.0 to 72.0), its sharpest advantage coming in D/E (grade A-). A contrarian could still prefer SKHY 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.