Micron Technology Inc (MU)vsSolarEdge Technologies Inc (SEDG)
MU
Micron Technology Inc
$357.22
-9.87%
TECHNOLOGY · Cap: $402.85B
SEDG
SolarEdge Technologies Inc
$51.76
+2.96%
TECHNOLOGY · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 4807% more annual revenue ($58.12B vs $1.18B). MU leads profitability with a 41.5% profit margin vs -34.2%. MU appears more attractively valued with a PEG of 0.26. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.0%
Fair Value
$991.22
Current Price
$357.22
$634.00 discount
Intrinsic value data unavailable for SEDG.
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 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
No major concerns identified
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
MU profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.64 — 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 (83/100 vs 45/100), backed by strong 41.5% margins and 196.3% revenue growth. 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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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