Micron Technology Inc (MU)vsImpinj Inc (PI)
MU
Micron Technology Inc
$864.01
-1.43%
TECHNOLOGY · Cap: $1.20T
PI
Impinj Inc
$120.93
-11.20%
TECHNOLOGY · Cap: $4.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 15997% more annual revenue ($58.12B vs $361.05M). MU leads profitability with a 41.5% profit margin vs -7.7%. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
PI
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-30.8%
Fair Value
$81.75
Current Price
$120.93
$39.18 premium
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 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
No standout strengths identified
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
Trading at 18.1x book value
0.0% revenue growth
Elevated debt levels
ROE of -13.6% — below average capital efficiency
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 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : PI
PI has a balanced fundamental profile.
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.
Bear Case : PI
The primary concerns for PI are Price/Book, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
MU profiles as a growth stock while PI is a turnaround 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 26/100), backed by strong 41.5% margins and 196.3% revenue growth. 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 →Impinj Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Impinj, Inc. operates a cloud connectivity platform. The company is headquartered in Seattle, Washington.
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