Micron Technology Inc (MU)vsSPS Commerce Inc (SPSC)
MU
Micron Technology Inc
$823.03
-5.90%
TECHNOLOGY · Cap: $977.44B
SPSC
SPS Commerce Inc
$73.39
+11.48%
TECHNOLOGY · Cap: $2.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 11586% more annual revenue ($90.27B vs $772.49M). MU leads profitability with a 55.9% profit margin vs 10.1%. 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-
SPSC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+71.5%
Fair Value
$240.12
Current Price
$73.39
$166.73 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 9.2x book value
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 63.9%
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 : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : SPSC
The primary concerns for SPSC are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
MU profiles as a growth stock while SPSC is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 2.14 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 49/100), backed by strong 55.9% margins and 345.7% revenue growth. SPSC offers better value entry with a 71.5% 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 →SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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