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Intel vs Micron Technology (INTC vs MU)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Intel is the larger company by revenue ($52.9B vs $37.4B). Micron Technology carries the larger market value ($1.1T vs $477.7B). Micron Technology has grown revenue faster over the last 4 fiscal years (+34.9% cumulative vs -33.1%). Micron Technology runs the higher operating margin (26.1% vs -4.2%).

About Micron Technology

Micron Technology Inc produces memory and storage solutions including DRAM, NAND, and NOR semiconductor products. The company serves various markets such as data centers, mobile devices, automotive, industrial, and consumer electronics through its business units focused on cloud memory, core data center, mobile and client, and automotive and embedded segments. Its products include components, modules, solid state drives, managed NAND, and multi-chip packages designed for applications ranging from AI and high-performance computing to mobile and automotive uses.

Head to head (INTC FY2025 vs MU FY2025)

MetricINTCFY2025MUFY2025
Revenue$52.85B$37.38B
Revenue growth (YoY)-0.5%48.9%
Gross margin34.8%39.8%
Operating margin-4.2%26.1%
Net margin-0.5%22.8%
Net income$-267.0M$8.54B
Diluted EPS$-0.06$7.59
FCF margin-9.4%4.5%
ROE-0.2%15.8%
Debt / equity0.3×0.3×
Market cap$477.67B$1.06T
P/E (TTM)21.2×

Fundamentals are from each company’s SEC filings (INTC FY2025, MU FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
INTC$79.02B$63.05B$54.23B$53.10B$52.85B
MU$27.70B$30.76B$15.54B$25.11B$37.38B
Net incomeFY2021FY2022FY2023FY2024FY2025
INTC$19.87B$8.01B$1.69B$-18.76B$-267.0M
MU$5.86B$8.69B$-5.83B$778.0M$8.54B
Operating marginFY2021FY2022FY2023FY2024FY2025
INTC24.6%3.7%0.2%-22.0%-4.2%
MU22.7%31.5%-37.0%5.2%26.1%

Peer standing

Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricINTCMU
Gross margin
34.8%38th percentile of 78
39.8%44th percentile of 78
Operating margin
-4.2%36th percentile of 79
26.1%88th percentile of 79
Net margin
-0.5%43rd percentile of 80
22.8%86th percentile of 80
FCF margin
-9.4%21st percentile of 78
4.5%42nd percentile of 78
Revenue growth (YoY)
-0.5%26th percentile of 88
+48.9%86th percentile of 88
ROE
-0.2%41st percentile of 74
15.8%75th percentile of 74
Debt / equity
0.35×64th percentile of 45
0.26×50th percentile of 45
Short interest (days to cover)
1.00d1st percentile of 88
1.00d1st percentile of 88

Short interest

FINRA settlement dataINTCMU
Shares sold short127.8M31.7M
Change vs prior settlement-11.2%-23.9%
Days to cover1.001.00
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityINTCMU
Buys00
Sells2 ($6.5M)158 ($156.7M)

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

9 tracked 13F managers hold both Intel and Micron Technology as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Duquesne Family Office, Gotham Asset Management, Millennium Management, Point72 Asset Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.