MU vs TSM
as of Friday's close
- MUKeepin five trading days+13%
Micron rose 13% over the past five trading days, in step with other chip stocks (up 9.5%), and its sales grew 256% over the past year.
- TSMBuy moresales growth, past year36%
Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%.
Percent return
- MU+228.84%
- TSM+42.79%
Nov 13, 2025 to Nov 13, 2026
Where they differ
- Company size: MU $781B, TSM $2.10T.
- Sales growth, 1 yr: MU +256%, TSM +36%. MU is ahead.
- Price for $1 of next year's profit: MU $4, TSM $19. MU is ahead.
- Profit per $1 of sales: MU 75¢, TSM 58¢. MU is ahead.
- Cash minus debt: MU +$68.3B, TSM +$97.3B. TSM is ahead.
- Price change, 1 yr: MU +229%, TSM +43%. MU is ahead. S&P 500 +13%.
- How much the price swings: MU 80%, TSM 42%. TSM is ahead.
| Measure | MUMicron Technology | TSMTaiwan Semiconductor |
|---|---|---|
| Price and returns | ||
| Price | $778.40 | $398.63 |
| Friday | −2.51% | Best in this row: −1.69% |
| 1 month | −18.33% | Best in this row: −10.42% |
| 3 months | −18.04% | Best in this row: −7.15% |
| This year | Best in this row: +172.90% | +32.24% |
| 1 year | Best in this row: +228.84% | +42.79% |
| 5 years | Best in this row: +931.26% | +263.92% |
| From 52-week high | −35.8% | −17.9% |
| How much it swings (90 days) | 80% | Best in this row: 42% |
| Valuation | ||
| Market value | $781B | $2.10T |
| Price vs last year's earnings | Best in this row: 9.3× | 26.1× |
| Price vs next year's expected earnings | Best in this row: 3.9× | 19.4× |
| Price vs earnings, adjusted for growth | Best in this row: 0.05× | 0.66× |
| Price to sales | Best in this row: 5.9× | 11.9× |
| Price vs cash it brings in | Best in this row: 13.2× | 40.8× |
| Company value vs operating profit | Best in this row: 6.5× | 15.4× |
| Price vs earnings, against its own past (0 = cheapest) | Lowest | Lowest |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +256.3% | +36.2% |
| Revenue growth a year, last 3 years | Best in this row: +104.7% | +18.9% |
| Earnings per share growth, last year | Best in this row: +701.4% | +54.8% |
| Earnings per share growth expected next year | +20.2% | Best in this row: +34.6% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 80.7% | 65.8% |
| Kept as operating profit | Best in this row: 74.6% | 58.0% |
| Kept as final profit | Best in this row: 63.8% | 51.1% |
| Kept as spare cash | Best in this row: 44.3% | 29.9% |
| Profit on shareholders' money | Best in this row: 88.3% | 41.9% |
| Profit on all money put in | Best in this row: 93.4% | 60.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | $68.3B | Best in this row: $97.3B |
| Debt for each $1 of shareholders' money | Best in this row: 0.04× | 0.12× |
| Short-term assets per $1 of bills due | Best in this row: 3.31× | 2.50× |
| Dividend yield | 0.09% | Best in this row: 1.11% |
| Share of profit paid as dividends | Best in this row: 1% | 30% |
| Our readPro | ||
| Our call | Keep | Buy more |
| Why | Micron rose 13% over the past five trading days, in step with other chip stocks (up 9.5%), and its sales grew 256% over the past year. | Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 91 | 79 |
| Our value score | Best in this row: 90 | 46 |
| Our growth score | Best in this row: 100 | 98 |
| Our quality score | Best in this row: 94 | 85 |
| Our price trend score | Best in this row: 77 | 73 |
| Earnings and analysts | ||
| Next earnings | Dec 16in 31 days | – |
| Analyst consensus | Buy | Buy |
| To average analyst target | Best in this row: +108.3% | +41.4% |
| Average analyst target | $1,621.67 | $563.75 |
| Analysts rating it a buy | 92% | Best in this row: 95% |
| Buy ratings added, 3 months | +1 | Best in this row: +2 |
| Analysts covering | 27 | 9 |
MU: faster growth at a lower P/E
Our pick of these: Micron Technology
Sales growth +256.3% vs +36.2%
MU +256.3%, TSM +36.2%.Forward P/E per point of sales growth 0.02 vs 0.54
MU 0.02, TSM 0.54.+108.3% to the average analyst target, vs +41.4%
MU +108.3%, TSM +41.4%.Where it loses: TSM has a better call from us, Buy more vs Keep
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Prices as of Friday, 3:59 PM ET. A view, not advice.