Micron Technology Inc (MU)vsTTM Technologies Inc (TTMI)
MU
Micron Technology Inc
$864.01
-1.43%
TECHNOLOGY · Cap: $1.20T
TTMI
TTM Technologies Inc
$167.62
-9.32%
TECHNOLOGY · Cap: $20.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1773% more annual revenue ($58.12B vs $3.10B). MU leads profitability with a 41.5% profit margin vs 6.3%. TTMI appears more attractively valued with a PEG of 0.36. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
TTMI
Buy63
out of 100
Grade: C+
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 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Growing faster than its price suggests
Revenue surging 30.4% year-over-year
Earnings expanding 51.6% YoY
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
Trading at 9.5x book value
6.3% margin — thin
Premium valuation, high expectations priced in
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 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 30.4% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 50.1x leaves little room for execution misses.
Bear Case : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.11 — 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 63/100), 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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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