InvestMoat

Micron vs Samsung

Samsung is cheaper. So why does Micron win?

Micron wins, 73 to 68, on moat and growth.

Samsung wins on valuation, but Micron's lead on moat counts for more.

MU · Semiconductors

Micron Technology

…

HoldFull analysis

005930.KS · Semiconductors

Samsung Electronics

…

HoldFull analysis

MU

005930.KS

Composite
73
(higher)
68
Moat
67
(higher)
55
Growth
73
(higher)
68
Valuation
76
84
(higher)

MU

005930.KS

Bear
$550
₩200,000
Base
$1150
₩325,000
Bull
$1700
₩475,000
Upside to base
—
—

MU

005930.KS

Revenue CAGR, 3–5 yr
12–20%
10–16%

MU

005930.KS

Proprietary Data
Intact
Intact
Regulatory Lock-In
Intact
Intact
Network Effects
N/A
Weakened (higher)
Transaction Embedding
Strong (higher)
Intact
System of Record
N/A
N/A
Scale Economics
Intact
Intact
Brand & Pricing Power
N/A
Intact (higher)

MU

005930.KS

Learned Interfaces
N/A
Weakened (higher)
Business Logic
N/A
N/A
Public Data Access
N/A
N/A
Talent Scarcity
Intact
Intact
Bundling
Weakened
Weakened

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, Micron or Samsung?

Micron wins, 73 to 68, on moat and growth. Samsung wins on valuation, but Micron's lead on moat counts for more. Our rating: Micron Hold, Samsung Hold.

Does Micron or Samsung have the wider moat?

Micron scores 67 on moat to Samsung's 55. Micron is rated stronger on transaction embedding.

Which is growing faster, Micron or Samsung?

Micron scores 73 on growth to Samsung's 68. We expect Micron to grow 12–20% a year, Samsung 10–16%.

Is Micron or Samsung cheaper right now?

Samsung scores 84 on valuation to Micron's 76. In our base case, Samsung has more upside: +40% vs +31%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.