Micron Technology Inc (MU)vsWorkday Inc (WDAY)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
WDAY
Workday Inc
$122.40
-0.02%
TECHNOLOGY · Cap: $31.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 508% more annual revenue ($58.12B vs $9.55B). MU leads profitability with a 41.5% profit margin vs 7.3%. 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-
WDAY
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+75.3%
Fair Value
$583.98
Current Price
$122.40
$461.58 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
Growing faster than its price suggests
Earnings expanding 62.9% YoY
Generating 1.2B in free cash flow
Areas to Watch
Trading at 8.1x book value
7.3% margin — thin
Premium valuation, high expectations priced in
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 : WDAY
The strongest argument for WDAY centers on PEG Ratio, EPS Growth, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.47 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while WDAY 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. WDAY offers better value entry with a 75.3% 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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