Micron Technology Inc (MU)vsPlexus Corp (PLXS)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
PLXS
Plexus Corp
$250.58
-0.01%
TECHNOLOGY · Cap: $6.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1308% more annual revenue ($58.12B vs $4.13B). MU leads profitability with a 41.5% profit margin vs 4.3%. MU appears more attractively valued with a PEG of 0.30. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
PLXS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+71.3%
Fair Value
$713.29
Current Price
$250.58
$462.71 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 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% margin — thin
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 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU profiles as a growth stock while PLXS is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.61 — 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 51/100), backed by strong 41.5% margins and 196.3% revenue growth. PLXS offers better value entry with a 71.3% 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.
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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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