Micron Technology Inc (MU)vsTransAct Technologies Incorporated (TACT)
MU
Micron Technology Inc
$646.63
-2.99%
TECHNOLOGY · Cap: $650.08B
TACT
TransAct Technologies Incorporated
$3.49
0.00%
TECHNOLOGY · Cap: $35.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 112796% more annual revenue ($58.12B vs $51.48M). MU leads profitability with a 41.5% profit margin vs -2.4%. MU appears more attractively valued with a PEG of 0.19. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
TACT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+61.5%
Fair Value
$9.31
Current Price
$3.49
$5.82 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 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
Reasonable price relative to book value
Earnings expanding 80.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Currently unprofitable
Operating margin of -10.1%
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 : TACT
The strongest argument for TACT centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 11.9% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
MU profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
MU carries more volatility with a beta of 1.92 — 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 (80/100 vs 57/100), backed by strong 41.5% margins and 196.3% revenue growth. TACT offers better value entry with a 61.5% 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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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