Micron Technology Inc (MU)vsSmartRent Inc (SMRT)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
SMRT
SmartRent Inc
$1.35
+2.27%
TECHNOLOGY · Cap: $245.26M
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 87987% more annual revenue ($133.19B vs $151.20M). MU leads profitability with a 63.8% profit margin vs -13.0%. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
SMRT
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+57.5%
Fair Value
$3.79
Current Price
$1.35
$2.44 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%
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.0x book value
4.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
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 : SMRT
The strongest argument for SMRT centers on Price/Book, Debt/Equity.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : SMRT
The primary concerns for SMRT are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
MU profiles as a growth stock while SMRT is a turnaround 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 32/100), backed by strong 63.8% margins and 379.3% revenue growth. SMRT offers better value entry with a 57.5% margin of safety. Both earn "Exceptional Buy" and "Avoid" 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 →SmartRent Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SmartRent, Inc., an enterprise software company, provides an integrated operating system for smart homes to residential property owners and operators, home builders, institutional home buyers, developers and residents of the United States. The company is headquartered in Scottsdale, Arizona.
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