Micron Technology Inc (MU)vsWestern Digital Corporation (WDC)
MU
Micron Technology Inc
$855.10
-7.00%
TECHNOLOGY · Cap: $1.00T
WDC
Western Digital Corporation
$323.83
-6.77%
TECHNOLOGY · Cap: $137.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 820% more annual revenue ($133.19B vs $14.48B). WDC leads profitability with a 69.2% profit margin vs 63.8%. 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-
WDC
Strong Buy79
out of 100
Grade: B+
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%
Every $100 of equity generates 106 in profit
Keeps 69 of every $100 in revenue as profit
Strong operational efficiency at 47.7%
Revenue surging 55.5% year-over-year
Earnings expanding 50.9% YoY
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Trading at 13.0x book value
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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 69.2% and operating margin at 47.7%. Revenue growth of 55.5% demonstrates continued momentum.
Bear Case : MU
No major red flags identified for MU, but monitor valuation.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 79/100), backed by strong 63.8% margins and 379.3% revenue growth. 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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