Microchip Technology Inc. vs ArcelorMittal SA — how do they compare? Microchip Technology Inc. trades at $83.01 (market cap $43.72B), while ArcelorMittal SA trades at $66.26 (market cap $50.01B). The key difference: Microchip Technology Inc. and ArcelorMittal SA are close in size by market cap, and Microchip Technology Inc. pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| MCHP | MT | |
|---|---|---|
Market Cap | $43.72B | $50.01B |
Sector | Technology | Basic Materials |
52-Week High | $102.97 | $71.65 |
52-Week Low | $49.02 | $30.39 |
Enterprise Value | $49.01B | $59.33B |
Dividend Yield | 2.26% | 0.91% |
Signals from Pluang's Aura AI — not financial advice
MCHP trades at $80.64, down 0.4% on the day, with technical indicators signaling a bearish trend. The stock has beaten earnings estimates for three consecutive quarters, with Q2 2026 expected at $0.70 EPS. Revenue declined to $4.40B in 2025, resulting in a net loss, but margins are projected to recover in 2026. Positive sentiment is driven by AI and aerospace demand, with 68% of analysts rating it a Buy.
Outlook is mixed: strong analyst consensus targets $113.33, but high P/E of 368 and recent net loss pose valuation risks. Key opportunities include AI data center growth and inventory recovery, while supply chain constraints and semiconductor cycle volatility remain headwinds. The stock offers upside if earnings rebound as forecasted.
ArcelorMittal (MT) trades at $65.81, down 0.96% on the day but remains near its 52-week high of $72.50. The stock shows strong technical momentum with bullish moving averages and has beaten earnings estimates for three consecutive quarters. Recent developments include a strategic AI collaboration with AWS and ongoing share buybacks, while analyst sentiment is mixed with 50% recommending Buy.
Outlook: MT presents value with attractive P/E (17.4) and P/B (0.91) ratios, supported by rising net margins. Risks include declining revenue trends, high capital expenditures, and exposure to steel market volatility. The stock's upside depends on execution of expansion projects and stable commodity pricing.
Trailing returns across standard periods
Latest headlines on both assets
Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →