Micron Technology Inc (MU)vsQorvo Inc (QRVO)
MU
Micron Technology Inc
$422.90
-4.39%
TECHNOLOGY · Cap: $476.92B
QRVO
Qorvo Inc
$78.76
+0.77%
TECHNOLOGY · Cap: $7.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 1454% more annual revenue ($58.12B vs $3.74B). MU leads profitability with a 41.5% profit margin vs 9.1%. QRVO 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-
QRVO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.4%
Fair Value
$991.69
Current Price
$422.90
$568.79 discount
Margin of Safety
+49.5%
Fair Value
$169.88
Current Price
$78.76
$91.12 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
Growing faster than its price suggests
Earnings expanding 307.0% YoY
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Distress zone — elevated risk
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 : QRVO
The strongest argument for QRVO centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : QRVO
The primary concerns for QRVO are Altman Z-Score.
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 1.54 — 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 70/100), backed by strong 41.5% margins and 196.3% revenue growth. QRVO offers better value entry with a 49.5% 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 →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.
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