Cirrus Logic Inc (CRUS)vsMicron Technology Inc (MU)
CRUS
Cirrus Logic Inc
$164.40
-6.39%
TECHNOLOGY · Cap: $8.28B
MU
Micron Technology Inc
$864.01
+10.84%
TECHNOLOGY · Cap: $1.20T
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2810% more annual revenue ($58.12B vs $2.00B). MU leads profitability with a 41.5% profit margin vs 20.7%. MU appears more attractively valued with a PEG of 0.37. MU earns a higher WallStSmart Score of 80/100 (A-).
CRUS
Buy62
out of 100
Grade: C+
MU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.4%
Fair Value
$79.14
Current Price
$164.40
$85.26 premium
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 20.1%
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Trading at 13.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CRUS
The strongest argument for CRUS centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 20.1%.
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%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : CRUS
The primary concerns for CRUS are PEG Ratio.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 50.1x leaves little room for execution misses.
Key Dynamics to Monitor
CRUS profiles as a mature stock while MU is a growth play — different risk/reward profiles.
MU carries more volatility with a beta of 1.92 — 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 62/100), backed by strong 41.5% margins and 196.3% 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.
Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. The company is headquartered in Austin, Texas.
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 SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?