Micron Technology Inc (MU)vsRadware Ltd (RDWR)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
RDWR
Radware Ltd
$26.80
+2.02%
TECHNOLOGY · Cap: $1.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 19154% more annual revenue ($58.12B vs $301.85M). MU leads profitability with a 41.5% profit margin vs 6.7%. MU appears more attractively valued with a PEG of 0.30. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
RDWR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+27.8%
Fair Value
$38.38
Current Price
$26.80
$11.58 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
Earnings expanding 123.2% YoY
Areas to Watch
Trading at 8.1x book value
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
6.7% margin — thin
Operating margin of 4.1%
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 : RDWR
The strongest argument for RDWR centers on EPS Growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : RDWR
The primary concerns for RDWR are Market Cap, Return on Equity, Profit Margin. A P/E of 58.8x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a growth stock while RDWR is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.61 — 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 48/100), backed by strong 41.5% margins and 196.3% revenue growth. RDWR offers better value entry with a 27.8% margin of safety. 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 →Radware Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Radware Ltd. develops, manufactures and markets cybersecurity and application delivery solutions for applications in physical, virtual, cloud and software-defined data centers globally. The company is headquartered in Tel Aviv, Israel.
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