Micron Technology Inc (MU)vsSkywater Technology Inc (SKYT)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
SKYT
Skywater Technology Inc
$28.83
-1.27%
TECHNOLOGY · Cap: $1.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 13045% more annual revenue ($58.12B vs $442.14M). MU leads profitability with a 41.5% profit margin vs 26.9%. SKYT trades at a lower P/E of 12.0x. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
SKYT
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Margin of Safety
+75.1%
Fair Value
$114.19
Current Price
$28.83
$85.36 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%
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Every $100 of equity generates 96 in profit
Revenue surging 126.6% year-over-year
Earnings expanding 97.3% YoY
Keeps 27 of every $100 in revenue as profit
Areas to Watch
2.0% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : SKYT
The strongest argument for SKYT centers on P/E Ratio, Return on Equity, Revenue Growth. Profitability is solid with margins at 26.9% and operating margin at -1.8%. Revenue growth of 126.6% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : SKYT
The primary concerns for SKYT are Market Cap, Debt/Equity, Free Cash Flow.
Key Dynamics to Monitor
MU profiles as a value stock while SKYT is a growth play — different risk/reward profiles.
SKYT carries more volatility with a beta of 3.52 — expect wider price swings.
SKYT is growing revenue faster at 126.6% — 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 60/100), backed by strong 41.5% margins. SKYT offers better value entry with a 75.1% margin of safety. 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
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