Analog Devices Inc (ADI)vsMicron Technology Inc (MU)
ADI
Analog Devices Inc
$428.27
+0.69%
TECHNOLOGY · Cap: $191.62B
MU
Micron Technology Inc
$983.23
+5.86%
TECHNOLOGY · Cap: $994.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 859% more annual revenue ($133.19B vs $13.88B). MU leads profitability with a 63.8% profit margin vs 29.8%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
ADI
Strong Buy74
out of 100
Grade: B
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.2%
Fair Value
$214.60
Current Price
$428.27
$213.67 premium
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.5%
Revenue surging 39.6% year-over-year
Earnings expanding 163.5% YoY
Large-cap with strong market position
Keeps 30 of every $100 in revenue as profit
Conservative balance sheet, low leverage
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%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ADI
The strongest argument for ADI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 29.8% and operating margin at 39.5%. Revenue growth of 39.6% demonstrates continued momentum.
Bull 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.
Bear Case : ADI
The primary concerns for ADI are P/E Ratio. A P/E of 47.0x leaves little room for execution misses.
Bear Case : MU
The primary concerns for MU are Price/Book.
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 74/100), backed by strong 63.8% margins and 379.3% 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.
Analog Devices Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Analog Devices, Inc. (ADI), also known simply as Analog, is an American multinational semiconductor company specializing in data conversion, signal processing and power management technology, headquartered in Wilmington, Massachusetts.
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.
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