Micron Technology Inc (MU)vsTyler Technologies Inc (TYL)
MU
Micron Technology Inc
$864.01
-13.18%
TECHNOLOGY · Cap: $1.23T
TYL
Tyler Technologies Inc
$312.07
+1.27%
TECHNOLOGY · Cap: $12.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2341% more annual revenue ($58.12B vs $2.38B). MU leads profitability with a 41.5% profit margin vs 13.3%. MU appears more attractively valued with a PEG of 0.37. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
TYL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+0.4%
Fair Value
$340.69
Current Price
$312.07
$28.62 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 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
2.2% earnings growth
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 : TYL
The strongest argument for TYL centers on Debt/Equity. PEG of 1.45 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 51.3x leaves little room for execution misses.
Bear Case : TYL
The primary concerns for TYL are EPS Growth, P/E Ratio. A P/E of 41.3x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while TYL is a value 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 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 53/100), 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 →Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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