Micron Technology Inc (MU)vsUltra Clean Holdings Inc (UCTT)
MU
Micron Technology Inc
$928.76
+5.86%
TECHNOLOGY · Cap: $994.34B
UCTT
Ultra Clean Holdings Inc
$55.88
+8.55%
TECHNOLOGY · Cap: $2.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 5967% more annual revenue ($133.19B vs $2.20B). MU leads profitability with a 63.8% profit margin vs -1.1%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
UCTT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-25.1%
Fair Value
$44.69
Current Price
$55.88
$11.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 61 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 80.7%
Growing faster than its price suggests
Revenue surging 24.3% year-over-year
Areas to Watch
No major concerns identified
Operating margin of 4.6%
Elevated debt levels
ROE of -30.9% — below average capital efficiency
Earnings declined 40.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 63.8% and operating margin at 80.7%. Revenue growth of 379.3% demonstrates continued momentum.
Bull Case : UCTT
The strongest argument for UCTT centers on PEG Ratio, Revenue Growth. Revenue growth of 24.3% demonstrates continued momentum. PEG of 0.35 suggests the stock is reasonably priced for its growth.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : UCTT
The primary concerns for UCTT are Operating Margin, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
MU carries more volatility with a beta of 2.23 — expect wider price swings.
MU is growing revenue faster at 379.3% — sustainability is the question.
MU generates stronger free cash flow (32.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 44/100), backed by strong 63.8% margins and 379.3% revenue growth. 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 →Ultra Clean Holdings Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Ultra Clean Holdings, Inc. designs, designs and manufactures production tools, modules and subsystems for the semiconductor and display capital equipment markets in the United States and internationally. The company is headquartered in Hayward, California.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?