COMPETITORS YTD PERFORMANCE

Micron Technology, Inc.: Micron Technology: Memory Titans on a Roller Coaster—Are they Riding High or Fading Fast?

GENERATED ON JULY 24, 2025

Micron Technology, Inc., based in Boise, Idaho, is a global powerhouse in the semiconductor industry, specializing in creating memory and storage solutions. The company engineers and sells advanced memory products such as DRAM, NAND, and NOR devices that are crucial for high-speed data retrieval and storage in various tech markets. Their operations penetrate a multitude of segments, including cloud servers, mobile devices, automotive applications, and more, ensuring they have a fingerprint on nearly every industry relying on tech. Driven by innovation and robust technology infrastructure, Micron continues to fill a critical need in the digital age, where data is more valuable than oil.

Financial Performance: From Peaks to Valleys

When it comes to financial performance, Micron's results have been as volatile as a crypto chart. With quarterly revenues spanning from a remarkable $30.76B down to $15.54B, it appears they could either be on Wall Street's front page or on clearance in penny stocks. Their net income also reads like a thriller, with figures swinging from $8.69B profit to a facepalm-inducing $-5.83B loss. This inconsistency can send any investor's blood pressure soaring. Yet, a closer look at their operating margin of 22.6% and net margin of 18.4% indicates that when they hit, they hit hard, carving out substantial gains. Despite a steady Free Cash Flow of $0.78B and a healthy Debt/Equity Ratio of 0.31, Micron has demonstrated a roller-coaster revenue trajectory that demands watching.

Competitor Landscape: The Battle of the Tech Giants

In a high-stakes industry such as semiconductors, competition is fierce, with titans like Intel (INTC), AMD, NVIDIA (NVDA), and more lining up in the shoot-out for supremacy. Despite its technical prowess, Micron isn't the big kid in the neighborhood when comparing RPR scores. With an RPR of 46.76, it's trailing behind its primary competitors, all locked unnecessarily at a suspiciously-level 50.00. These figures indicate that Micron's financial metrics aren't living up to the hefty tech expectations set by its rivals. While this doesn’t immediately warrant a "Sell" alarm, it does illustrate that if you want a safer bet, competitors might offer more stable returns.

The Macro Trends Circus: Navigating Through Sector Chaos

Micron is paddling through a tech industry rife with macroeconomic trends and potential disruptions. As the global digital transformation accelerates, the demand for memory and storage technologies proliferates, opening doors for revenue booms if grasped correctly. However, exposure to supply chain vulnerabilities and fluctuating chip demand can greatly impair performance. Moreover, geopolitical tensions and regulatory shifts pose unpredictable threats to both procurement and distribution, so Micron must remain vigilant.

Predictions for the Wild Future

Will Micron's commitment to innovation propel them to new heights, or will they sink under the weight of competition and market variables? The cocktail of technological prowess and market demand signifies a growth potential that might see Micron surging back to a top spot. Yet, leaning too heavily on unpredictable income might as well leave them vulnerable to sudden downturns. If they manage supply chain hiccups and harness the global digitization trend smartly, they could potentially eclipse competitors.

FINAL VERDICT: Hold

With an RPR score below 50, anyone expecting Micron to hit jackpot returns might need a reality check. While their innovative edge and macro tailwinds could signal a potential comeback, recent financial swings suggest caution is warranted. It's like being at a blackjack table watching where Micron could hit a perfect 21—exciting, but is it worth betting on when the house looks strong too? For now, watch closely, raise an eyebrow at their volatility, and hold your chips until the winds of fortune become clearer.

METRIC MU netProfitMarginTTM ebitdaMarginTTM priceToEarningsRatioTTM priceToBookRatioTTM currentRatioTTM quickRatioTTM debtToEquityRatioTTM interestCoverageRatioTTM assetTurnoverTTM inventoryTurnoverTTM
Value MU 0.1841 0.4667 22.1894 2.7219 2.7547 1.8936 0.3181 15.6196 0.4313 2.4358
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COMPETITOR NETPROFITMARGINTTM EBITDAMARGINTTM PRICETOEARNINGSRATIOTTM PRICETOBOOKRATIOTTM CURRENTRATIOTTM QUICKRATIOTTM DEBTTOEQUITYRATIOTTM INTERESTCOVERAGERATIOTTM ASSETTURNOVERTTM INVENTORYTURNOVERTTM RPR PTS CUM
MU 0.1841 0.4667 22.1894 2.7219 2.7547 1.8936 0.3181 15.6196 0.4313 2.4358 53.2 66.4 56.6
INTC -0.3864 0.0210 -5.0415 1.0561 1.2405 0.9151 0.5185 -10.9785 0.2757 3.2763 27.5 N/A N/A
AMD 0.0957 0.1877 100.8734 4.7913 2.4910 1.8127 0.0651 24.7400 0.3956 2.4718 42.3 N/A N/A
NVDA 0.5169 0.6125 57.9429 53.0576 3.3884 2.9614 0.1227 350.3374 1.1857 3.9172 71.7 63.0 67.8
QCOM 0.2677 0.3307 14.9869 6.3773 3.1940 2.3814 0.5435 17.8323 0.7885 3.0248 56.3 N/A N/A
MRVL -0.0756 0.1637 -135.0249 4.9851 1.3047 0.9404 0.3389 -1.5189 0.3247 3.4487 42.7 N/A N/A
NXPI 0.1772 0.3107 27.2642 6.1201 1.7362 1.2028 1.1211 7.0205 0.4801 2.3232 38.2 N/A N/A
ON 0.0728 0.1369 44.9758 2.6382 5.0221 3.3718 0.4250 -96.6735 0.4875 1.9044 47.3 N/A N/A
STM 0.0546 0.2001 35.7161 1.3075 2.7405 1.9619 0.1666 37.2448 0.4670 2.3319 45.7 N/A N/A
MCHP -0.0350 0.1986 -238.2072 5.1552 2.3133 1.3312 0.8013 0.4390 0.2828 1.6492 41.7 N/A N/A
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COMPETITOR RELATIVE TO MU NETPROFITMARGINTTM EBITDAMARGINTTM PRICETOEARNINGSRATIOTTM PRICETOBOOKRATIOTTM CURRENTRATIOTTM QUICKRATIOTTM DEBTTOEQUITYRATIOTTM INTERESTCOVERAGERATIOTTM ASSETTURNOVERTTM INVENTORYTURNOVERTTM
INTC -2.0986 0.0449 -0.2272 0.3880 0.4503 0.4833 1.6303 -0.7029 0.6391 1.3451
AMD 0.5201 0.4022 4.5460 1.7603 0.9043 0.9572 0.2048 1.5839 0.9173 1.0148
NVDA 2.8079 1.3123 2.6113 19.4931 1.2300 1.5639 0.3857 22.4293 2.7491 1.6082
QCOM 1.4539 0.7086 0.6754 2.3430 1.1595 1.2576 1.7088 1.1417 1.8281 1.2418
MRVL -0.4106 0.3507 -6.0851 1.8315 0.4736 0.4966 1.0656 -0.0972 0.7528 1.4158
NXPI 0.9625 0.6656 1.2287 2.2485 0.6303 0.6352 3.5249 0.4495 1.1131 0.9538
ON 0.3954 0.2934 2.0269 0.9693 1.8231 1.7806 1.3362 -6.1892 1.1303 0.7818
STM 0.2968 0.4287 1.6096 0.4804 0.9948 1.0361 0.5238 2.3845 1.0829 0.9573
MCHP -0.1903 0.4256 -10.7352 1.8940 0.8398 0.7030 2.5193 0.0281 0.6556 0.6771
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