Micron Technology Inc (MU)vsImpinj Inc (PI)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
PI
Impinj Inc
$176.48
+0.96%
TECHNOLOGY · Cap: $5.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 35749% more annual revenue ($133.19B vs $371.52M). MU leads profitability with a 63.8% profit margin vs -7.3%. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
PI
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-24.6%
Fair Value
$85.80
Current Price
$176.48
$90.68 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 61 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 80.7%
No standout strengths identified
Areas to Watch
Trading at 8.0x book value
0.0% earnings growth
Elevated debt levels
Trading at 23.3x book value
ROE of -13.6% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 63.8% and operating margin at 80.7%. Revenue growth of 379.3% demonstrates continued momentum.
Bull Case : PI
Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : PI
The primary concerns for PI are EPS Growth, Debt/Equity, Price/Book.
Key Dynamics to Monitor
MU profiles as a growth stock while PI is a turnaround play — different risk/reward profiles.
MU carries more volatility with a beta of 2.23 — expect wider price swings.
MU is growing revenue faster at 379.3% — sustainability is the question.
MU generates stronger free cash flow (32.9B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 28/100), backed by strong 63.8% margins and 379.3% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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 →Impinj Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Impinj, Inc. operates a cloud connectivity platform. The company is headquartered in Seattle, Washington.
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