Micron Technology Inc (MU)vsQualcomm Incorporated (QCOM)
MU
Micron Technology Inc
$576.45
+11.06%
TECHNOLOGY · Cap: $650.08B
QCOM
Qualcomm Incorporated
$168.38
+10.79%
TECHNOLOGY · Cap: $177.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 31% more annual revenue ($58.12B vs $44.49B). MU leads profitability with a 41.5% profit margin vs 22.3%. MU appears more attractively valued with a PEG of 0.19. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
QCOM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+23.6%
Fair Value
$220.50
Current Price
$168.38
$52.12 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
Every $100 of equity generates 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 9.0x book value
Revenue declined 3.5%
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 : QCOM
The strongest argument for QCOM centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Bear Case : QCOM
The primary concerns for QCOM are Revenue Growth.
Key Dynamics to Monitor
MU profiles as a growth stock while QCOM is a declining 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 72/100), backed by strong 41.5% margins and 196.3% revenue growth. QCOM offers better value entry with a 23.6% margin of safety. Both earn "Exceptional Buy" and "Strong 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 →Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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