Kioxia is the third-largest NAND memory semiconductor manufacturer globally, with a 14% shipment share as of 2024. NAND memory chips are the primary form of data storage in various electronic devices and are increasingly being adopted in electronic infrastructure.
Torrid AI-driven storage demand shows no sign of stopping. A lack of capacity growth by NAND players could result in prolonged undersupply, further increasing NAND prices and profitability for Kioxia in the mid- to long term.
The aggressive capacity buildout of Chinese NAND manufacturers could contribute to oversupply, eroding NAND prices and further deteriorating industry returns.
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Metric
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285A
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MU
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SNDK
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|---|---|---|---|
Price/Earnings (Normalized) | 18.99 | 24.32 | 25.34 |
Price/Book Value | 13.06 | 8.96 | 16.82 |
Price/Sales | 4.49 | 9.42 | 13.68 |
Price/Cash Flow | 10.31 | 13.15 | 24.18 |
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Metric
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285A
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MU
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SNDK
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|---|---|---|---|
Quick Ratio | 1.04 | 2.93 | 1.70 |
Current Ratio | 1.47 | 3.42 | 2.29 |
Interest Coverage | 9.01 | 254.95 | 178.36 |
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Metric
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285A
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MU
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SNDK
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|---|---|---|---|
Return on Assets (Normalized) | — | 53.42% | 70.15% |
Return on Equity (Normalized) | — | 76.55% | 94.19% |
Return on Invested Capital (Normalized) | — | 64.36% | 87.15% |
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1-Day Chart
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