Micron Technology Inc (MU)vsZebra Technologies Corporation (ZBRA)
MU
Micron Technology Inc
$864.01
+8.70%
TECHNOLOGY · Cap: $1.23T
ZBRA
Zebra Technologies Corporation
$232.11
-5.45%
TECHNOLOGY · Cap: $10.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 941% more annual revenue ($58.12B vs $5.58B). MU leads profitability with a 41.5% profit margin vs 7.5%. MU appears more attractively valued with a PEG of 0.37. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
ZBRA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
-17.7%
Fair Value
$214.58
Current Price
$232.11
$17.53 premium
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 33 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Growing faster than its price suggests
Areas to Watch
Trading at 13.4x book value
Premium valuation, high expectations priced in
Moderate valuation
3.8% earnings growth
7.5% margin — thin
Weak financial health signals
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 : ZBRA
The strongest argument for ZBRA centers on PEG Ratio. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : MU
The primary concerns for MU are Price/Book, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : ZBRA
The primary concerns for ZBRA are P/E Ratio, EPS Growth, Profit Margin.
Key Dynamics to Monitor
MU profiles as a growth stock while ZBRA is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 2.17 — 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 62/100), backed by strong 41.5% margins and 196.3% revenue growth. 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 →Zebra Technologies Corporation
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Zebra Technologies Corporation is an American company that manufactures and sells marking, tracking, and computer printing technologies. Its products include thermal barcode label and receipt printers, RFID smart label printers/encoders/fixed & handheld readers/antennas, and card and kiosk printers that are used for barcode labeling, personal identification, and specialty printing, principally in the manufacturing, supply chain, retail, healthcare, and government sectors.
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