Micron Technology Inc (MU)vsSensata Technologies Holding NV (ST)
MU
Micron Technology Inc
$833.59
+2.58%
TECHNOLOGY · Cap: $1.00T
ST
Sensata Technologies Holding NV
$41.64
+0.99%
TECHNOLOGY · Cap: $5.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 3428% more annual revenue ($133.19B vs $3.78B). MU leads profitability with a 63.8% profit margin vs 2.4%. 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-
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+19.2%
Fair Value
$46.04
Current Price
$41.64
$4.40 discount
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%
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
2.4% 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, 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 : ST
The strongest argument for ST centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : ST
The primary concerns for ST are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 70.5x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
MU profiles as a growth stock while ST is a value 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 63/100), backed by strong 63.8% margins and 379.3% revenue growth. ST offers better value entry with a 19.2% margin of safety. Both earn "Exceptional Buy" and "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 →Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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