Micron Technology Inc (MU)vsQorvo Inc (QRVO)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
QRVO
Qorvo Inc
$114.17
0.00%
TECHNOLOGY · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 3554% more annual revenue ($133.19B vs $3.64B). MU leads profitability with a 63.8% profit margin vs 11.0%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
QRVO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+6.8%
Fair Value
$92.03
Current Price
$114.17
$22.14 discount
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%
Earnings expanding 255.6% YoY
Reasonable price relative to book value
Areas to Watch
Trading at 8.0x book value
Moderate valuation
Revenue declined 4.2%
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 : QRVO
The strongest argument for QRVO centers on EPS Growth, Price/Book. PEG of 1.10 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : QRVO
The primary concerns for QRVO are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
MU profiles as a growth stock while QRVO is a declining 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 62/100), backed by strong 63.8% margins and 379.3% revenue growth. 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.
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 →Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
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