COMPARE · Data as of August 27, 2026
MU vs TSEM
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, TSEM scored 24.0 — MU leads.
Compare another set
Different reporting periods. MU's fundamentals are as of May 2026, but TSEM's are as of December 2025 — a 5-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
MU
Micron Technology, Inc.
90
$914.01
fundamentals as of
Score gap
66.0
MU leads
TSEM
Tower Semiconductor Ltd.
24
$219.85 · $24.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMU+167.0%
- Strongest balance sheetTSEM0.05
- Highest qualityTSEM46 / 100
Side by side · every name on one set of axes
Fundamentals, head-to-head
MU
TSEM
$26.2bA
FCF
-$49mF
+167.0%A
Rev
+9.1%B
0.06A-
D/E
0.05A-
20.7xB+
P/E
—
0.14A
PEG
5.44D
—
P/S
15.9xC
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.
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.
TSEMTower Semiconductor Ltd.
Why now
Semiconductors · market cap $24.8b. Down 31% from 52-week high of $319.94 — deep drawdown territory. 7 sell-side analysts publish a mean 1-yr target of $321.32 (implying +46% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. 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
Free cash flow is negative (-$49m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 87.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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.