Fresenius Medical Care Corporation (FMS)vsMicron Technology Inc (MU)
FMS
Fresenius Medical Care Corporation
$22.03
+1.76%
HEALTHCARE · Cap: $11.83B
MU
Micron Technology Inc
$746.81
+15.49%
TECHNOLOGY · Cap: $729.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 200% more annual revenue ($58.12B vs $19.36B). MU leads profitability with a 41.5% profit margin vs 4.9%. MU appears more attractively valued with a PEG of 0.20. MU earns a higher WallStSmart Score of 80/100 (A-).
FMS
Buy50
out of 100
Grade: C-
MU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.3%
Fair Value
$101.47
Current Price
$22.03
$79.44 discount
Intrinsic value data unavailable for MU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
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%
Revenue surging 196.3% year-over-year
Areas to Watch
Grey zone — moderate risk
ROE of 7.8% — below average capital efficiency
4.9% margin — thin
Revenue declined 5.5%
Premium valuation, high expectations priced in
Trading at 11.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FMS
The strongest argument for FMS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
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 : FMS
The primary concerns for FMS are Altman Z-Score, Return on Equity, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Key Dynamics to Monitor
FMS profiles as a value 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 50/100), backed by strong 41.5% margins and 196.3% revenue growth. FMS offers better value entry with a 76.3% 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.
Fresenius Medical Care Corporation
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.
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 MEDICAL CARE FACILITIES Stocks
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