Analog Devices Inc (ADI)vsMicron Technology Inc (MU)
ADI
Analog Devices Inc
$309.43
-0.33%
TECHNOLOGY · Cap: $151.07B
MU
Micron Technology Inc
$422.90
-4.81%
TECHNOLOGY · Cap: $476.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 394% more annual revenue ($58.12B vs $11.76B). MU leads profitability with a 41.5% profit margin vs 23.0%. MU appears more attractively valued with a PEG of 0.26. MU earns a higher WallStSmart Score of 80/100 (A-).
ADI
Strong Buy75
out of 100
Grade: B
MU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.6%
Fair Value
$256.46
Current Price
$309.43
$52.97 premium
Margin of Safety
+57.4%
Fair Value
$991.69
Current Price
$422.90
$568.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.1%
Revenue surging 30.4% year-over-year
Earnings expanding 116.7% YoY
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
ROE of 7.9% — below average capital efficiency
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.0% and operating margin at 33.1%. Revenue growth of 30.4% demonstrates continued momentum.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : ADI
The primary concerns for ADI are Return on Equity, P/E Ratio. A P/E of 56.5x leaves little room for execution misses.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MU is growing revenue faster at 196.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 75/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?