Micron Technology Inc (MU)vsSanmina Corporation (SANM)
MU
Micron Technology Inc
$517.16
-0.25%
TECHNOLOGY · Cap: $583.22B
SANM
Sanmina Corporation
$217.82
+4.38%
TECHNOLOGY · Cap: $11.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 412% more annual revenue ($58.12B vs $11.34B). MU leads profitability with a 41.5% profit margin vs 2.3%. 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-
SANM
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+18.9%
Fair Value
$184.12
Current Price
$217.82
$33.70 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
Revenue surging 102.3% year-over-year
Growing faster than its price suggests
Earnings expanding 46.6% YoY
Areas to Watch
Trading at 8.1x book value
Grey zone — moderate risk
2.3% margin — thin
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%. Revenue growth of 196.3% demonstrates continued momentum.
Bull Case : SANM
The strongest argument for SANM centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 102.3% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : SANM
The primary concerns for SANM are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU profiles as a growth stock while SANM is a hypergrowth 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 68/100), backed by strong 41.5% margins and 196.3% revenue growth. SANM offers better value entry with a 18.9% 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 →Sanmina Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Sanmina Corporation offers integrated solutions for manufacturing, components, products and repair, logistics and after-sales services globally. The company is headquartered in San Jose, California.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?