Micron Technology Inc (MU)vsTransAct Technologies Incorporated (TACT)
MU
Micron Technology Inc
$1,154.29
-10.57%
TECHNOLOGY · Cap: $1.28T
TACT
TransAct Technologies Incorporated
$5.61
+2.19%
TECHNOLOGY · Cap: $52.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 170738% more annual revenue ($90.27B vs $52.84M). MU leads profitability with a 55.9% profit margin vs -0.9%. MU appears more attractively valued with a PEG of 0.18. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
TACT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+39.7%
Fair Value
$5.94
Current Price
$5.61
$0.33 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 33 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Earnings expanding 3863.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 18.0x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
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 : TACT
The strongest argument for TACT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
MU profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
MU carries more volatility with a beta of 2.17 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 59/100), backed by strong 55.9% margins and 345.7% revenue growth. TACT offers better value entry with a 39.7% 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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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