Micron Technology Inc (MU)vsQualys Inc (QLYS)
MU
Micron Technology Inc
$864.01
+10.84%
TECHNOLOGY · Cap: $1.20T
QLYS
Qualys Inc
$109.90
-1.46%
TECHNOLOGY · Cap: $3.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 8386% more annual revenue ($58.12B vs $684.86M). MU leads profitability with a 41.5% profit margin vs 29.4%. MU appears more attractively valued with a PEG of 0.37. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
QLYS
Buy62
out of 100
Grade: C+
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
Every $100 of equity generates 35 in profit
Strong operational efficiency at 35.0%
Conservative balance sheet, low leverage
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
Expensive relative to growth rate
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 : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Debt/Equity. Profitability is solid with margins at 29.4% and operating margin at 35.0%.
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 : QLYS
The primary concerns for QLYS are Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
MU profiles as a growth stock while QLYS is a mature 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 62/100), backed by strong 41.5% margins and 196.3% revenue growth. 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 →Qualys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company is headquartered in Foster City, California.
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