Micron Technology Inc (MU)vsWorkday Inc (WDAY)
MU
Micron Technology Inc
$975.26
-0.22%
TECHNOLOGY · Cap: $1.10T
WDAY
Workday Inc
$185.70
+0.33%
TECHNOLOGY · Cap: $44.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 789% more annual revenue ($90.27B vs $10.15B). MU leads profitability with a 55.9% profit margin vs 12.3%. 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-
WDAY
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+76.0%
Fair Value
$601.74
Current Price
$185.70
$416.04 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
Earnings expanding 206.0% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 10.9x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
MU profiles as a growth stock while WDAY is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 2.22 — 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 65/100), backed by strong 55.9% margins and 345.7% revenue growth. WDAY offers better value entry with a 76.0% 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 →Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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