Micron Technology Inc (MU)vsZoom Video Communications Inc (ZM)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
ZM
Zoom Video Communications Inc
$97.15
+1.45%
TECHNOLOGY · Cap: $28.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1094% more annual revenue ($58.12B vs $4.87B). MU leads profitability with a 41.5% profit margin vs 39.0%. 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-
ZM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-8.7%
Fair Value
$84.76
Current Price
$97.15
$12.39 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 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
Keeps 39 of every $100 in revenue as profit
Earnings expanding 91.5% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 8.1x book value
Expensive relative to growth rate
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 : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Altman Z-Score. Profitability is solid with margins at 39.0% and operating margin at 21.5%.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
MU profiles as a growth stock while ZM is a mature 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 70/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" and "Strong 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 →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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