Micron Technology Inc (MU)vsPower Integrations Inc (POWI)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
POWI
Power Integrations Inc
$51.99
+2.32%
TECHNOLOGY · Cap: $2.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 13005% more annual revenue ($58.12B vs $443.50M). MU leads profitability with a 41.5% profit margin vs 5.0%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
POWI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Margin of Safety
-164.5%
Fair Value
$18.25
Current Price
$51.99
$33.74 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 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Safe zone — low bankruptcy risk
Earnings expanding 44.7% YoY
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
ROE of 3.1% — below average capital efficiency
5.0% margin — thin
Premium valuation, high expectations priced in
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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : POWI
The strongest argument for POWI centers on Altman Z-Score, EPS Growth.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : POWI
The primary concerns for POWI are PEG Ratio, Return on Equity, Profit Margin. A P/E of 133.3x leaves little room for execution misses. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MU is growing revenue faster at 2.0% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 48/100), backed by strong 41.5% margins. Both earn "Exceptional Buy" and "Hold" 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 →Power Integrations Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Power Integrations, Inc. designs, develops, manufactures and markets mixed signal and analog integrated circuits (ICs) and other electronic components and circuits used in high voltage power conversion worldwide. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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