Micron Technology Inc (MU)vsSTMicroelectronics NV ADR (STM)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
STM
STMicroelectronics NV ADR
$33.42
+4.60%
TECHNOLOGY · Cap: $28.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 393% more annual revenue ($58.12B vs $11.80B). MU leads profitability with a 41.5% profit margin vs 1.4%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
STM
Hold43
out of 100
Grade: D
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
-2764.8%
Fair Value
$1.22
Current Price
$33.42
$32.20 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 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
2.0% revenue growth
0.2% revenue growth
ROE of 1.0% — below average capital efficiency
1.4% margin — thin
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 41.5% and operating margin at 67.6%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : STM
The strongest argument for STM centers on PEG Ratio, Price/Book. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : STM
The primary concerns for STM are Revenue Growth, Return on Equity, Profit Margin. A P/E of 177.5x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MU is growing revenue faster at 2.0% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 43/100), backed by strong 41.5% margins. 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 →STMicroelectronics NV ADR
TECHNOLOGY · SEMICONDUCTORS · USA
STMicroelectronics NV designs, develops, manufactures and markets semiconductor products in Europe, the Middle East, Africa, the Americas and Asia Pacific. The company is headquartered in Geneva, Switzerland.
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