AngloGold Ashanti plc (AU)vsMicron Technology Inc (MU)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 487% more annual revenue ($58.12B vs $9.89B). MU leads profitability with a 41.5% profit margin vs 26.7%. MU appears more attractively valued with a PEG of 0.23. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Strong operational efficiency at 47.2%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
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%
Safe zone — low bankruptcy risk
Areas to Watch
No major concerns identified
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bull 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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
AU profiles as a growth stock while MU is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.54 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
AU scores higher overall (84/100 vs 83/100), backed by strong 26.7% margins and 75.3% revenue growth. MU offers better value entry with a 61.5% margin of safety. Both earn "Exceptional Buy" and "Exceptional 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.
AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →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 →Compare with Other GOLD Stocks
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