Home Compare MU vs TXN
Stock Comparison · Industry comparison · Semiconductors

Micron Technology vs Texas Instruments: Which Stock Looks Stronger in 2026?

Micron Technology holds the cleaner structural position, with the lead spread across valuation and growth. Texas Instruments still has the edge on profitability, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

The lead is spread across valuation and growth, rather than sitting in one isolated gap. The overall score gap is 16 points in favour of Micron Technology, Inc..

INDUSTRY COMPARISON

Both operate in: Semiconductors

This comparison is based on industry proximity, not on functional trajectory similarity. MU and TXN share the same industry classification.

For a similarity-based comparison, see how Micron Technology and Texas Instruments each position within their functional peer groups in AssetNext.

Peer-Relative Score
MU
Micron Technology, Inc.
74
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
TXN
Texas Instruments Incorporated
58
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: MU vs TXN Profitability 68 79 Stability 45 39 Valuation 82 43 Growth 100 71 MU TXN
Gap Ranking
#1 Valuation +39
#2 Growth +29
#3 Profitability +11
#4 Stability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for MU and TXN Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer MUTXN Relative valuation Structural strength

Micron Technology, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where MU and TXN each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY MU Elevated · above norm 0th 50th 100th 1 pct gap TXN Elevated · above norm 0th 50th 100th 99th 98th
MU (99th percentile) and TXN (98th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
Both rank well on valuation, but Micron Technology, Inc. still holds a clear edge.
Growth
On growth, the same pattern holds: both rank well, but Micron Technology, Inc. still sits higher.
Valuation — Dominant Gap
MU
82
TXN
43
Gap+39in favour of MU

The multiple-based pricing edge comes from a forward P/E that is 24.1 turns lower.

What keeps the gap from being one-sided

Capital efficiency also runs the other way, with a 4.4-point ROIC edge acting as a real counterforce.

What this means for the comparison

The lead is built on both valuation and growth — though profitability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the MU vs TXN comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar valuation-and-growth comparisons

Explore how MU and TXN each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.