Micron Technology Inc (MU)vsUniversal Display (OLED)
MU
Micron Technology Inc
$739.00
+18.36%
TECHNOLOGY · Cap: $977.44B
OLED
Universal Display
$80.16
-2.59%
TECHNOLOGY · Cap: $3.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 14308% more annual revenue ($90.27B vs $626.54M). MU leads profitability with a 55.9% profit margin vs 34.1%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+61.5%
Fair Value
$343.56
Current Price
$80.16
$263.40 discount
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 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 30.1%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 8.3x book value
Weak financial health signals
Revenue declined 14.5%
Earnings declined 43.7%
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 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.1% and operating margin at 30.1%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MU profiles as a growth stock while OLED is a declining play — different risk/reward profiles.
MU carries more volatility with a beta of 2.14 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 58/100), backed by strong 55.9% margins and 345.7% revenue growth. OLED offers better value entry with a 61.5% 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.
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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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