Micron Technology Inc (MU)vsTeledyne Technologies Incorporated (TDY)
MU
Micron Technology Inc
$803.63
+4.83%
TECHNOLOGY · Cap: $729.23B
TDY
Teledyne Technologies Incorporated
$632.58
+1.80%
TECHNOLOGY · Cap: $29.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 834% more annual revenue ($58.12B vs $6.23B). MU leads profitability with a 41.5% profit margin vs 15.0%. MU appears more attractively valued with a PEG of 0.20. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
TDY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-6.3%
Fair Value
$622.17
Current Price
$632.58
$10.41 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%
Revenue surging 196.3% year-over-year
Reasonable price relative to book value
Earnings expanding 21.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.5x book value
Premium valuation, high expectations priced in
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%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : TDY
The strongest argument for TDY centers on Price/Book, EPS Growth. PEG of 1.40 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 : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
MU profiles as a growth stock while TDY is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.92 — expect wider price swings.
MU is growing revenue faster at 196.3% — 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 64/100), backed by strong 41.5% margins and 196.3% 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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