Micron Technology Inc (MU)vsNVE Corporation (NVEC)
MU
Micron Technology Inc
$739.00
+18.36%
TECHNOLOGY · Cap: $977.44B
NVEC
NVE Corporation
$114.82
+2.28%
TECHNOLOGY · Cap: $564.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 288679% more annual revenue ($90.27B vs $31.26M). NVEC leads profitability with a 57.6% profit margin vs 55.9%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
NVEC
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-13.0%
Fair Value
$59.86
Current Price
$114.82
$54.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Every $100 of equity generates 30 in profit
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 65.8%
Revenue surging 80.7% year-over-year
Earnings expanding 78.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.3x book value
Premium valuation, high expectations priced in
Trading at 9.5x book value
Smaller company, higher risk/reward
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : NVEC
The strongest argument for NVEC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 57.6% and operating margin at 65.8%. Revenue growth of 80.7% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : NVEC
The primary concerns for NVEC are P/E Ratio, Price/Book, Market Cap.
Key Dynamics to Monitor
MU carries more volatility with a beta of 2.14 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 76/100), backed by strong 55.9% margins and 345.7% 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.
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 →NVE Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
NVE Corporation develops and sells devices that use spintronics, a nanotechnology that relies on the spin of the electron to acquire, store, and transmit information in the United States and internationally. The company is headquartered in Eden Prairie, Minnesota.
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