ERIC vs MU
Telefonaktiebolaget LM Ericsson (publ) vs Micron Technology — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
MU
Micron Technology
63
Buy
| Metric | ERIC | MU |
|---|
| AI Score |
63
|
63
|
| Price |
$10.19
|
$912.15
|
| P/E Ratio |
13.25×
|
19.38×
|
| ROE |
24.4%
|
15.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
72.6%
|
| Debt / Equity |
0.38×
|
0.06×
|
| Dividend Yield |
3.0%
|
0.1%
|
| RSI (14) |
51.3
|
47.5
|
| Beta |
0.521
|
2.189
|
| Expected Upside |
+2.8%
|
+44.7%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus MU.
The committee scores are tied.
ERIC and MU both score 63/100.
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
MU Committee View
67% agreement
6 analysts
The primary driver is revenue growing 167.0% yoy -- genuine top-line momentum. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 70.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 167.0% YoY -- genuine top-line momentum — Growth
- EPS growing 700.7% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 25.7% signals elevated volatility — Risk