Cirrus Logic Inc (CRUS)vsMicron Technology Inc (MU)
CRUS
Cirrus Logic Inc
$143.31
+0.28%
TECHNOLOGY · Cap: $7.29B
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2845% more annual revenue ($58.12B vs $1.97B). MU leads profitability with a 41.5% profit margin vs 20.5%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
CRUS
Buy62
out of 100
Grade: C+
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.1%
Fair Value
$354.28
Current Price
$143.31
$210.97 discount
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 26.3%
Earnings expanding 26.1% YoY
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%
Safe zone — low bankruptcy risk
Areas to Watch
4.5% revenue growth
Expensive relative to growth rate
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CRUS
The strongest argument for CRUS centers on Altman Z-Score, Profit Margin, Operating Margin. Profitability is solid with margins at 20.5% and operating margin at 26.3%.
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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : CRUS
The primary concerns for CRUS are Revenue Growth, PEG Ratio.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
CRUS is growing revenue faster at 4.5% — 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 (83/100 vs 62/100), backed by strong 41.5% margins. CRUS offers better value entry with a 60.1% margin of safety. Both earn "Exceptional Buy" and "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.
Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. The company is headquartered in Austin, Texas.
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.
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