ASML vs MU
ASML Holding N.V. New York Registry Shares vs Micron Technology Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$MU vs $ASML: Micron Wins on Fundamentals, But Neither Is Cheap
$MU is the clear pick on fundamentals. Its ACCE score of 89/100 (Growth 100, Quality 100, Momentum 97) towers over $ASML's 70/100. The numbers back it up: a 55.9% net margin and 66.6% ROE are exceptional for a semiconductor manufacturer, and a forward P/E of just 6.1x makes it the rare high-quality stock trading at a value price. Year-over-year earnings growth came in at +1,368.5% and revenue surged +345.7%, with a beat in Q2 FY2026. The 1-year return of +705.2% reflects a genuine earnings recovery, not multiple expansion.
$ASML is no slouch — 52.2% ROE, 19.2% earnings growth, and a 1-year return of +125.1% — but at a trailing P/E of 59.9x and forward P/E of 49.3x, you're paying a steep premium for a business growing at a fraction of $MU's pace.
One caution applies to both: ACCE's 6-model fair value flags $MU at -81.5% and $ASML at -62.2% versus current prices, signaling significant valuation risk at these levels. On balance, $MU wins — better growth, superior margins, and a far more reasonable forward multiple.