Micron Technology Inc (MU)vsVontier Corp (VNT)
MU
Micron Technology Inc
$517.16
+4.84%
TECHNOLOGY · Cap: $583.22B
VNT
Vontier Corp
$35.17
-1.99%
TECHNOLOGY · Cap: $4.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1790% more annual revenue ($58.12B vs $3.08B). MU leads profitability with a 41.5% profit margin vs 13.2%. MU appears more attractively valued with a PEG of 0.30. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
VNT
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+59.7%
Fair Value
$101.07
Current Price
$35.16
$65.91 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 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
Every $100 of equity generates 35 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Trading at 8.1x book value
4.1% revenue growth
4.3% earnings growth
Grey zone — moderate risk
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 : VNT
The strongest argument for VNT centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : VNT
The primary concerns for VNT are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
MU profiles as a growth stock while VNT is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.61 — 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. VNT offers better value entry with a 59.7% margin of safety. 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 →Vontier Corp
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Vontier Corporation is dedicated to the research and development, manufacture, sale and distribution of equipment, components, software and critical technical services for manufacturing, repair and service in the mobility infrastructure industry worldwide. The company is headquartered in Raleigh, North Carolina.
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