Micron Technology Inc (MU)vsViaSat Inc (VSAT)
MU
Micron Technology Inc
$864.01
+10.84%
TECHNOLOGY · Cap: $1.20T
VSAT
ViaSat Inc
$67.18
-7.88%
TECHNOLOGY · Cap: $9.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1152% more annual revenue ($58.12B vs $4.64B). MU leads profitability with a 41.5% profit margin vs -0.7%. VSAT appears more attractively valued with a PEG of 0.26. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
VSAT
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+72.3%
Fair Value
$163.77
Current Price
$67.18
$96.59 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.7% YoY
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
2.1% revenue growth
Elevated debt levels
ROE of -7.4% — below average capital efficiency
Distress zone — elevated 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 : VSAT
The strongest argument for VSAT centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.26 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 : VSAT
The primary concerns for VSAT are Revenue Growth, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
MU profiles as a growth stock while VSAT is a turnaround play — different risk/reward profiles.
MU carries more volatility with a beta of 1.92 — 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 51/100), backed by strong 41.5% margins and 196.3% revenue growth. VSAT offers better value entry with a 72.3% 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 →ViaSat Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viasat, Inc. provides worldwide broadband and communications products and services. The company is headquartered in Carlsbad, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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