Micron Technology Inc (MU)vsSkywater Technology Inc (SKYT)
MU
Micron Technology Inc
$975.26
-0.22%
TECHNOLOGY · Cap: $1.10T
SKYT
Skywater Technology Inc
$32.46
0.00%
TECHNOLOGY · Cap: $1.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 14031% more annual revenue ($90.27B vs $638.84M). MU leads profitability with a 55.9% profit margin vs 18.4%. SKYT trades at a lower P/E of 13.9x. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
SKYT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-5.5%
Fair Value
$26.93
Current Price
$32.46
$5.53 premium
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 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Every $100 of equity generates 63 in profit
Revenue surging 164.8% year-over-year
Earnings expanding 9733.0% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Trading at 10.9x book value
Trading at 8.8x book value
Smaller company, higher risk/reward
Operating margin of 1.2%
Weak financial health signals
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 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : SKYT
The strongest argument for SKYT centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 1.2%. Revenue growth of 164.8% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : SKYT
The primary concerns for SKYT are Price/Book, Market Cap, Operating Margin.
Key Dynamics to Monitor
SKYT carries more volatility with a beta of 3.27 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 59/100), backed by strong 55.9% margins and 345.7% 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 →Skywater Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
SkyWater Technology, Inc. manufactures integrated circuits. The company is headquartered in Bloomington, Minnesota.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?