Micron Technology Inc (MU)vsVishay Intertechnology Inc (VSH)
MU
Micron Technology Inc
$928.76
+5.86%
TECHNOLOGY · Cap: $994.34B
VSH
Vishay Intertechnology Inc
$29.63
+0.98%
TECHNOLOGY · Cap: $4.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 3912% more annual revenue ($133.19B vs $3.32B). MU leads profitability with a 63.8% profit margin vs 0.9%. 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-
VSH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-72.5%
Fair Value
$15.48
Current Price
$29.63
$14.15 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%
Earnings expanding 1800.0% YoY
Reasonable price relative to book value
16.6% revenue growth
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 0.1% — below average capital efficiency
0.9% margin — thin
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 : VSH
The strongest argument for VSH centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : VSH
The primary concerns for VSH are PEG Ratio, Altman Z-Score, Return on Equity. A P/E of 145.8x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
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 59/100), backed by strong 63.8% margins and 379.3% 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 →Vishay Intertechnology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. The company is headquartered in Malvern, Pennsylvania.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?