MU vs. TSM: Micron vs. Taiwan Semiconductor Mfg Stock Comparison

Company Profile

Micron (MU) and Taiwan Semiconductor Mfg (TSM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.

Micron (MU) trades as ordinary local shares, while Taiwan Semiconductor Mfg (TSM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both companies show strong equity returns, but Micron (MU) at 88.26% is the standout with ROE above its industry range; Taiwan Semiconductor Mfg (TSM) at 41.86% also sits in the top quartile.

Micron (MU) at 63.80% keeps the most of each sales dollar — above its industry’s net margin range — and Taiwan Semiconductor Mfg (TSM) at 51.12% also retains a top-quartile share.

Micron (MU) at 80.68% shows unusually strong operating efficiency — above its industry’s operating margin range — and Taiwan Semiconductor Mfg (TSM) at 58.66% also operates in the top quartile.

Profitability Metrics

Growth

Both Micron (MU) at 48.85% and Taiwan Semiconductor Mfg (TSM) at 31.61% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

Both companies show strong earnings momentum, but Micron (MU) at 984.29% is the standout with EPS growth above its industry range; Taiwan Semiconductor Mfg (TSM) at 44.69% also sits in the top quartile.

Growth Metrics

Financial Strength

Both Micron (MU) at 3.31 and Taiwan Semiconductor Mfg (TSM) at 2.51 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Micron (MU) at 0.04 keeps leverage in the lower industry quartile, while Taiwan Semiconductor Mfg (TSM) at 0.12 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

Micron (MU) at 0.05% pays an industry-typical yield; Taiwan Semiconductor Mfg (TSM) at 1.46% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

Micron (MU) at 0.71% pays out a band-typical share of earnings, while Taiwan Semiconductor Mfg (TSM) at 24.46% distributes more than its industry norm — less retained, thinner cover.

Dividend Metrics

Valuation

Both Micron (MU) at 13.31 and Taiwan Semiconductor Mfg (TSM) at 27.12 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.

Taiwan Semiconductor Mfg (TSM) at 0.44 sits in the cheaper P/S ratio quartile while Micron (MU) at 8.40 prices around its industry’s middle — TSM costs less per dollar of sales, though read it alongside growth and margins.

Micron (MU) at 8.08 sits near its industry’s typical P/B ratio, while Taiwan Semiconductor Mfg (TSM) at 79.87 prices above its benchmark range — TSM looks rich relative to book.

Valuation Metrics