Micron Technology Inc (MU)vsUbiquiti Networks Inc (UI)
MU
Micron Technology Inc
$975.26
-0.22%
TECHNOLOGY · Cap: $1.10T
UI
Ubiquiti Networks Inc
$564.15
+5.09%
TECHNOLOGY · Cap: $34.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2657% more annual revenue ($90.27B vs $3.27B). MU leads profitability with a 55.9% profit margin vs 29.3%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
UI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-43.2%
Fair Value
$394.06
Current Price
$564.15
$170.09 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 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Every $100 of equity generates 67 in profit
Strong operational efficiency at 36.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
Trading at 10.9x book value
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 28.4x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.3% and operating margin at 36.3%. Revenue growth of 23.5% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
MU carries more volatility with a beta of 2.22 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 63/100), backed by strong 55.9% margins and 345.7% 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 →Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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