MU vs. SMCI: Micron vs. Super Micro Computer Stock Comparison
How do Micron (MU) and Super Micro Computer (SMCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Micron (MU) and Super Micro Computer (SMCI) share the Information Technology sector but sit in different industry groups — MU in Semiconductors & Semiconductor Equipment and SMCI in Technology Hardware & Equipment.
| Profile Item | MU | SMCI |
|---|---|---|
| Name | Micron Technology Inc. | Super Micro Computer Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Semiconductors & Semiconductor Equipment | Technology Hardware & Equipment |
| GICS Industry | Semiconductors & Semiconductor Equipment | Technology Hardware, Storage & Peripherals |
| GICS Sub-Industry | Semiconductors | Technology Hardware, Storage & Peripherals |
| Market Capitalization | 780.68 billion USD | 18.96 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 1, 1984 | March 29, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MU | SMCI |
|---|---|---|
| Total Return (1Y) | 208.53% | -26.81% |
| Total Return (3Y, Annualized) | 115.89% | 3.18% |
| Total Return (5Y, Annualized) | 58.28% | 45.36% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MU | SMCI |
|---|---|---|
| Volatility (1Y, Annualized) | 83.85% | 93.09% |
| Beta (5Y) | 2.44 | 2.21 |
| Max Drawdown (5Y) | -57.63% | -84.84% |
| Avg. Volume (3M) | 27.63M | 43.55M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MU | SMCI |
|---|---|---|
| Sharpe Ratio (1Y) | 2.44 | -0.33 |
| Sortino Ratio (1Y) | 3.87 | -0.48 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Micron (MU) at 88.26% is the standout with ROE above its industry range; Super Micro Computer (SMCI) at 32.37% also sits in the top quartile.
MU
Semiconductors & Semiconductor Equipment industry group
88.26%
- MU
- 88.26%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- Min
- -16.89%
SMCI
Technology Hardware & Equipment industry group
32.37%
- Max
- 42.47%
- SMCI
- 32.37%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
Micron (MU) at 63.80% retains a top-quartile share of revenue as profit, ahead of Super Micro Computer (SMCI) at 6.77%, which keeps about the industry-typical share.
MU
Semiconductors & Semiconductor Equipment industry group
63.80%
- MU
- 63.80%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- Q1
- 0.90%
- Min
- -37.77%
SMCI
Technology Hardware & Equipment industry group
6.77%
- Max
- 27.60%
- Q3
- 11.66%
- SMCI
- 6.77%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Micron (MU) at 80.68% turns sales into operating profit above its industry’s benchmark range, while Super Micro Computer (SMCI) at 10.35% operates around its industry’s norm.
MU
Semiconductors & Semiconductor Equipment industry group
80.68%
- MU
- 80.68%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- Q1
- 7.54%
- Min
- -25.74%
SMCI
Technology Hardware & Equipment industry group
10.35%
- Max
- 36.27%
- Q3
- 18.36%
- SMCI
- 10.35%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | MU | SMCI |
|---|---|---|
| ROE (TTM) | 88.26% | 32.37% |
| ROA (TTM) | 44.56% | 11.61% |
| Net Margin (TTM) | 63.80% | 6.77% |
| Operating Margin (TTM) | 80.68% | 10.35% |
| Gross Margin (TTM) | 80.72% | 11.67% |
Growth
Revenue Growth
Both Micron (MU) at 256.33% and Super Micro Computer (SMCI) at 77.79% are expanding revenue faster than their entire industry benchmark ranges for revenue growth — exceptional top-line momentum on both sides, though growth that far above the peer range is worth checking for one-off boosts such as acquisitions.
EPS Growth
Both companies show strong earnings momentum, but Micron (MU) at 879.31% is the standout with EPS growth above its industry range; Super Micro Computer (SMCI) at 94.05% also sits in the top quartile.
Growth Metrics
| Metric | MU | SMCI |
|---|---|---|
| Revenue Growth (YoY) | 256.33% | 77.79% |
| Revenue Growth (3Y CAGR) | 104.65% | 76.34% |
| EPS Growth (YoY) | 879.31% | 94.05% |
| EPS Growth (3Y CAGR) | -- | 41.82% |
Financial Strength
Current Ratio (MRQ)
Micron (MU) at 3.31 keeps current ratio within its industry’s typical mid-range, while Super Micro Computer (SMCI) at 3.02 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
MU
Semiconductors & Semiconductor Equipment industry group
3.31
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- MU
- 3.31
- Q1
- 2.35
- Min
- 1.03
SMCI
Technology Hardware & Equipment industry group
3.02
- Max
- 5.34
- SMCI
- 3.02
- Q3
- 3.02
- Median
- 1.95
- Q1
- 1.32
- Min
- 0.17
Debt / Equity (MRQ)
Micron (MU) at 0.04 keeps leverage in the lower industry quartile, while Super Micro Computer (SMCI) at 0.57 runs a more typical debt-to-equity mix.
MU
Semiconductors & Semiconductor Equipment industry group
0.04
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- Q1
- 0.04
- MU
- 0.04
- Min
- 0.00
SMCI
Technology Hardware & Equipment industry group
0.57
- Max
- 1.76
- Q3
- 0.78
- SMCI
- 0.57
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | MU | SMCI |
|---|---|---|
| Current Ratio (MRQ) | 3.31 | 3.02 |
| Debt / Equity (MRQ) | 0.04 | 0.57 |
| Net Debt / EBITDA | -0.35 | 0.50 |
Dividends
Dividend Yield (TTM)
Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Micron (MU) reports a yield of 0.09%, ranking against industry peers normally.
MU
Semiconductors & Semiconductor Equipment industry group
0.09%
- Max
- 1.37%
- Q3
- 0.65%
- MU
- 0.09%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.73%
- Q3
- 0.31%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Micron (MU) reports a payout of 0.71%, ranking against industry peers normally.
MU
Semiconductors & Semiconductor Equipment industry group
0.71%
- Max
- 49.64%
- Q3
- 21.71%
- MU
- 0.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 32.27%
- Q3
- 14.48%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MU | SMCI |
|---|---|---|
| Dividend Yield (TTM) | 0.09% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.71% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Micron (MU) at 9.28 and Super Micro Computer (SMCI) at 6.07 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.
MU
Semiconductors & Semiconductor Equipment industry group
9.28
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- MU
- 9.28
- Min
- 8.12
SMCI
Technology Hardware & Equipment industry group
6.07
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- SMCI
- 6.07
- Min
- 6.07
P/S Ratio (TTM)
Super Micro Computer (SMCI) at 0.35 sits in the cheaper P/S ratio quartile while Micron (MU) at 5.86 prices around its industry’s middle — SMCI costs less per dollar of sales, though read it alongside growth and margins.
MU
Semiconductors & Semiconductor Equipment industry group
5.86
- Max
- 21.42
- Q3
- 12.27
- MU
- 5.86
- Median
- 5.76
- Q1
- 2.73
- Min
- 0.00
SMCI
Technology Hardware & Equipment industry group
0.35
- Max
- 11.30
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- SMCI
- 0.35
- Min
- 0.00
P/B Ratio (MRQ)
Super Micro Computer (SMCI) at 1.60 sits in the lower P/B ratio quartile against book while Micron (MU) at 5.64 is valued near its industry’s middle — SMCI is cheaper on assets, though weigh it against ROE and asset quality.
MU
Semiconductors & Semiconductor Equipment industry group
5.64
- Max
- 14.06
- Q3
- 7.44
- MU
- 5.64
- Median
- 4.29
- Q1
- 2.30
- Min
- 0.20
SMCI
Technology Hardware & Equipment industry group
1.60
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- SMCI
- 1.60
- Min
- 0.33
Valuation Metrics
| Metric | MU | SMCI |
|---|---|---|
| P/E Ratio (TTM) | 9.28 | 6.07 |
| P/S Ratio (TTM) | 5.86 | 0.35 |
| P/B Ratio (MRQ) | 5.64 | 1.60 |
| Free Cash Flow Yield (TTM) | 3.73% | -42.54% |