Micron Technology Inc (MU)vsSunrun Inc (RUN)
MU
Micron Technology Inc
$983.23
-4.98%
TECHNOLOGY · Cap: $994.34B
RUN
Sunrun Inc
$7.42
-1.46%
TECHNOLOGY · Cap: $1.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 3732% more annual revenue ($133.19B vs $3.48B). MU leads profitability with a 63.8% profit margin vs 11.6%. MU appears more attractively valued with a PEG of 0.16. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
RUN
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+53.4%
Fair Value
$41.13
Current Price
$7.42
$33.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 61 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 80.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 52.8% year-over-year
Areas to Watch
Trading at 8.0x book value
Smaller company, higher risk/reward
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, P/E Ratio. Profitability is solid with margins at 63.8% and operating margin at 80.7%. Revenue growth of 379.3% demonstrates continued momentum.
Bull Case : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 52.8% demonstrates continued momentum.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : RUN
The primary concerns for RUN are Market Cap, Operating Margin, PEG Ratio. Debt-to-equity of 4.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
RUN carries more volatility with a beta of 2.44 — expect wider price swings.
MU is growing revenue faster at 379.3% — sustainability is the question.
MU generates stronger free cash flow (32.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 55/100), backed by strong 63.8% margins and 379.3% revenue growth. RUN offers better value entry with a 53.4% margin of safety. 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 →Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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