Micron Technology Inc (MU)vsSilicom (SILC)
MU
Micron Technology Inc
$975.26
-0.22%
TECHNOLOGY · Cap: $1.10T
SILC
Silicom
$42.25
+4.39%
TECHNOLOGY · Cap: $234.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 119586% more annual revenue ($90.27B vs $75.43M). MU leads profitability with a 55.9% profit margin vs -13.0%. MU appears more attractively valued with a PEG of 0.14. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
SILC
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+39.5%
Fair Value
$31.60
Current Price
$42.25
$10.65 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 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Revenue surging 58.5% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 10.9x book value
Smaller company, higher risk/reward
ROE of -9.2% — below average capital efficiency
Earnings declined 79.6%
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 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : SILC
The strongest argument for SILC centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 58.5% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
MU profiles as a growth stock while SILC is a hypergrowth play — different risk/reward profiles.
MU carries more volatility with a beta of 2.22 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 40/100), backed by strong 55.9% margins and 345.7% revenue growth. SILC offers better value entry with a 39.5% 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 →Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
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