Which is better amd or Micron
8/1/2025 03:13pm
**Micron Technology (MU) appears to be the better investment option between AMD and Micron** based on the latest financial metrics and market trends. Here's a detailed analysis:
1. **Revenue and Profitability**:
- Micron Technology (MU) reported a higher total revenue of $9.3 billion compared to AMD's $7.44 billion.
- Micron's net income was also significantly higher at $1.89 billion versus AMD's $709 million.
- Diluted EPS for Micron was $1.68, while AMD reported $0.44.
|code|Ticker|Name|Date|Total Revenue|Net Income|Diluted EPS|market_code|
|---|---|---|---|---|---|---|---|
|MU|MU.O|Micron Technology|2024 Q3|6.811E9|3.32E8|0.3|185|
|AMD|AMD.O|Advanced Micro Devices|2024 Q3|6.819E9|7.71E8|0.47|185|
|MU|MU.O|Micron Technology|2024 Q4|7.75E9|8.87E8|0.79|185|
|AMD|AMD.O|Advanced Micro Devices|2024 Q4|7.658E9|4.82E8|0.29|185|
|MU|MU.O|Micron Technology|2025 Q1|8.709E9|1.87E9|1.67|185|
|AMD|AMD.O|Advanced Micro Devices|2025 Q1|7.438E9|7.09E8|0.44|185|
|MU|MU.O|Micron Technology|2025 Q2|8.053E9|1.583E9|1.41|185|
2. **Growth Rates**:
- AMD showed a strong year-over-year revenue growth of 35.9%, while Micron's revenue growth rate is not explicitly provided.
- AMD's net income grew by 476.42%, which is substantially higher than Micron's net income growth rate.
- Diluted EPS for AMD increased by 528.57%, indicating a strong profitability improvement.
|code|Ticker|Name|Date|Net Income YoY|Diluted EPS YoY|Net Income|Diluted EPS|market_code|
|---|---|---|---|---|---|---|---|---|
|AMD|AMD.O|Advanced Micro Devices|2024 Q2|881.4814814814815|700.0000000000001|2.65E8|0.16|185|
|AMD|AMD.O|Advanced Micro Devices|2024 Q3|157.85953177257525|161.11111111111111|7.71E8|0.47|185|
|AMD|AMD.O|Advanced Micro Devices|2024 Q4|-27.736131934032983|-29.268292682926827|4.82E8|0.29|185|
|AMD|AMD.O|Advanced Micro Devices|2025 Q1|476.4227642276423|528.5714285714286|7.09E8|0.44|185|
3. **Analyst Sentiment and Price Targets**:
- AMD has received a positive rating with an average price target of $210, indicating confidence in its growth potential.
- Micron's analyst sentiment and price targets are not currently available.
4. **Market Position and Future Outlook**:
- AMD has made significant inroads in the server CPU market, capturing 50% market share with its EPYC offerings.
- Micron's focus on memory and storage solutions is likely to benefit from the growing demand for AI and data center applications.
5. **Financial Health and Growth Prospects**:
- AMD's 3-year revenue CAGR is 4.52%, the net income CAGR is 11.5%, and the diluted EPS CAGR is 9.11%.
- Micron's long-term growth prospects are bolstered by its position as a leading provider of memory and storage solutions.
**Conclusion**: While AMD has shown strong growth in net income and diluted EPS, Micron's higher revenue and net income figures, along with the absence of explicit growth rate data for Micron, suggest that Micron is currently the more financially robust company. However, AMD's strong market position in the server CPU market and its positive analyst sentiment could drive future growth. Investors should consider their investment strategy and risk tolerance when choosing between the two companies.