Micron Technology Inc (MU)vsSuper Micro Computer Inc (SMCI)
MU
Micron Technology Inc
$884.74
-5.30%
TECHNOLOGY · Cap: $1.00T
SMCI
Super Micro Computer Inc
$32.95
-4.30%
TECHNOLOGY · Cap: $23.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 241% more annual revenue ($133.19B vs $39.06B). MU leads profitability with a 63.8% profit margin vs 5.7%. 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-
SMCI
Strong Buy80
out of 100
Grade: B+
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
Revenue surging 93.2% year-over-year
Earnings expanding 434.7% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
No major concerns identified
5.7% margin — thin
Weak financial health signals
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 : SMCI
The strongest argument for SMCI centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 93.2% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
MU profiles as a growth stock while SMCI is a hypergrowth play — different risk/reward profiles.
MU carries more volatility with a beta of 2.23 — 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.
Bottom Line
MU scores higher overall (83/100 vs 80/100), backed by strong 63.8% margins and 379.3% revenue growth. 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 →Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?