Micron Technology Inc (MU)vsOuster, Inc. Common Stock (OUST)
MU
Micron Technology Inc
$892.67
+7.62%
TECHNOLOGY · Cap: $977.44B
OUST
Ouster, Inc. Common Stock
$47.84
+12.62%
TECHNOLOGY · Cap: $2.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 48610% more annual revenue ($90.27B vs $185.33M). MU leads profitability with a 55.9% profit margin vs -30.1%. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
OUST
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+21.5%
Fair Value
$24.06
Current Price
$47.84
$23.78 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
Revenue surging 48.9% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Trading at 10.0x book value
Trading at 11.0x book value
0.0% earnings growth
ROE of -20.3% — below average capital efficiency
Negative free cash flow — burning cash
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 : OUST
The strongest argument for OUST centers on Revenue Growth, Debt/Equity. Revenue growth of 48.9% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : OUST
The primary concerns for OUST are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
MU profiles as a growth stock while OUST is a hypergrowth play — different risk/reward profiles.
OUST carries more volatility with a beta of 3.17 — 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 27/100), backed by strong 55.9% margins and 345.7% revenue growth. OUST offers better value entry with a 21.5% margin of safety. Both earn "Exceptional Buy" and "Avoid" 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 →Ouster, Inc. Common Stock
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Ouster, Inc. designs and manufactures digital lidar sensors for the industrial automation, intelligent infrastructure, robotics and automotive markets. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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