Micron Technology Inc (MU)vsLiveramp Holdings Inc (RAMP)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
RAMP
Liveramp Holdings Inc
$29.64
-0.37%
TECHNOLOGY · Cap: $1.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 7205% more annual revenue ($58.12B vs $795.57M). MU leads profitability with a 41.5% profit margin vs 8.6%. MU appears more attractively valued with a PEG of 0.30. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
RAMP
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+60.0%
Fair Value
$58.10
Current Price
$29.64
$28.46 discount
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%
Revenue surging 196.3% year-over-year
Earnings expanding 275.1% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 8.1x book value
Moderate valuation
Smaller company, higher risk/reward
ROE of 7.2% — 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%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : RAMP
The primary concerns for RAMP are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
MU profiles as a growth stock while RAMP is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.61 — expect wider price swings.
MU is growing revenue faster at 196.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 66/100), backed by strong 41.5% margins and 196.3% revenue growth. RAMP offers better value entry with a 60.0% 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.
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 →Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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