Micron Technology Inc (MU)vsRadware Ltd (RDWR)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
RDWR
Radware Ltd
$36.64
-1.40%
TECHNOLOGY · Cap: $1.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 41808% more annual revenue ($133.19B vs $317.81M). MU leads profitability with a 63.8% profit margin vs 5.3%. 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-
RDWR
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+19.5%
Fair Value
$34.42
Current Price
$36.64
$2.22 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%
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.0x book value
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
5.3% margin — thin
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 : RDWR
The strongest argument for RDWR centers on Debt/Equity. Revenue growth of 10.9% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : RDWR
The primary concerns for RDWR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while RDWR is a value 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 38/100), backed by strong 63.8% margins and 379.3% revenue growth. RDWR offers better value entry with a 19.5% margin of safety. Both earn "Exceptional Buy" and "Hold" 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 →Radware Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Radware Ltd. develops, manufactures and markets cybersecurity and application delivery solutions for applications in physical, virtual, cloud and software-defined data centers globally. The company is headquartered in Tel Aviv, Israel.
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