Microsoft Corporation (MSFT)vsMicron Technology Inc (MU)
MSFT
Microsoft Corporation
$371.04
-0.46%
TECHNOLOGY · Cap: $2.85T
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 426% more annual revenue ($305.45B vs $58.12B). MU leads profitability with a 41.5% profit margin vs 39.0%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MSFT
Strong Buy74
out of 100
Grade: B
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.1%
Fair Value
$747.40
Current Price
$371.04
$376.36 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
Mega-cap, among the largest globally
Every $100 of equity generates 34 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Earnings expanding 59.8% YoY
16.7% revenue growth
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
No major concerns identified
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.0% and operating margin at 47.1%. Revenue growth of 16.7% 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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : MSFT
No major red flags identified for MSFT, but monitor valuation.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
MSFT profiles as a growth stock while MU is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MSFT is growing revenue faster at 16.7% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 74/100), backed by strong 41.5% margins. MSFT offers better value entry with a 50.1% margin of safety. 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.
Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →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 SOFTWARE - INFRASTRUCTURE Stocks
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