Micron Technology Inc (MU)vsQorvo Inc (QRVO)
MU
Micron Technology Inc
$739.00
+18.36%
TECHNOLOGY · Cap: $977.44B
QRVO
Qorvo Inc
$90.74
+1.39%
TECHNOLOGY · Cap: $7.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 2354% more annual revenue ($90.27B vs $3.68B). MU leads profitability with a 55.9% profit margin vs 9.2%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
QRVO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-12.0%
Fair Value
$76.60
Current Price
$90.74
$14.14 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 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 8.3x book value
Revenue declined 7.0%
Earnings declined 5.6%
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 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : QRVO
The strongest argument for QRVO centers on PEG Ratio, Price/Book. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : QRVO
The primary concerns for QRVO are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MU profiles as a growth stock while QRVO is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 2.14 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 53/100), backed by strong 55.9% margins and 345.7% 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 →Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?