Micron Technology Inc (MU)vsRambus Inc (RMBS)
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
RMBS
Rambus Inc
$95.93
+3.50%
TECHNOLOGY · Cap: $10.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 8113% more annual revenue ($58.12B vs $707.63M). MU leads profitability with a 41.5% profit margin vs 32.6%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
RMBS
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Margin of Safety
-403.2%
Fair Value
$19.75
Current Price
$95.93
$76.18 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 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 37.2%
18.1% revenue growth
Areas to Watch
2.0% revenue growth
1.6% earnings growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
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%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : RMBS
The strongest argument for RMBS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 32.6% and operating margin at 37.2%. Revenue growth of 18.1% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Bear Case : RMBS
The primary concerns for RMBS are EPS Growth, PEG Ratio, P/E Ratio. A P/E of 45.5x leaves little room for execution misses.
Key Dynamics to Monitor
MU profiles as a value stock while RMBS is a growth play — different risk/reward profiles.
RMBS carries more volatility with a beta of 1.59 — expect wider price swings.
RMBS is growing revenue faster at 18.1% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Bottom Line
MU scores higher overall (83/100 vs 56/100), backed by strong 41.5% margins. 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 →Rambus Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Rambus Inc. offers semiconductor products in the United States, Taiwan, South Korea, Japan, Europe, Canada, Singapore, Asia, and internationally. The company is headquartered in San Jose, California.
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