Micron Technology Inc (MU)vsImpinj Inc (PI)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
PI
Impinj Inc
$104.08
+2.12%
TECHNOLOGY · Cap: $3.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 15996% more annual revenue ($58.12B vs $361.07M). MU leads profitability with a 41.5% profit margin vs -3.0%. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
PI
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Intrinsic value data unavailable for PI.
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 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
No standout strengths identified
Areas to Watch
2.0% revenue growth
Trading at 15.0x book value
1.4% revenue growth
Weak financial health signals
ROE of -6.0% — below average capital efficiency
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 41.5% and operating margin at 67.6%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : PI
PI has a balanced fundamental profile.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : PI
The primary concerns for PI are Price/Book, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
MU profiles as a value stock while PI is a turnaround play — different risk/reward profiles.
PI carries more volatility with a beta of 1.62 — expect wider price swings.
MU is growing revenue faster at 2.0% — 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 26/100), backed by strong 41.5% margins. 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.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?