Micron Technology Inc (MU)vsTeledyne Technologies Incorporated (TDY)
MU
Micron Technology Inc
$357.22
+0.50%
TECHNOLOGY · Cap: $402.85B
TDY
Teledyne Technologies Incorporated
$593.31
-2.91%
TECHNOLOGY · Cap: $27.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 850% more annual revenue ($58.12B vs $6.12B). MU leads profitability with a 41.5% profit margin vs 14.6%. MU appears more attractively valued with a PEG of 0.26. MU earns a higher WallStSmart Score of 83/100 (A-).
MU
Exceptional Buy83
out of 100
Grade: A-
TDY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.0%
Fair Value
$991.22
Current Price
$357.22
$634.00 discount
Margin of Safety
+25.1%
Fair Value
$883.12
Current Price
$593.31
$289.81 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
Strong operational efficiency at 20.6%
Earnings expanding 39.1% YoY
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
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 : TDY
The strongest argument for TDY centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : TDY
The primary concerns for TDY are P/E Ratio.
Key Dynamics to Monitor
MU profiles as a growth stock while TDY is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 1.54 — 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 (83/100 vs 66/100), backed by strong 41.5% margins and 196.3% revenue growth. TDY offers better value entry with a 25.1% margin of safety. 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 →Teledyne Technologies Incorporated
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Teledyne Technologies Incorporated is an American industrial conglomerate.
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