Reviewing Blaize (NASDAQ:BZAI) & Micron Technology (NASDAQ:MU)

Micron Technology (NASDAQ:MU) and Blaize (NASDAQ:BZAI) are both technology companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, valuation, dividends, institutional ownership, profitability, earnings and risk.

Profitability

This table compares Micron Technology and Blaize’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Micron Technology	55.91%	71.13%	50.33%
Blaize	-160.85%	-306.51%	-106.16%

Volatility & Risk

Micron Technology has a beta of 2.22, suggesting that its stock price is 122% more volatile than the S&P 500. Comparatively, Blaize has a beta of 0.08, suggesting that its stock price is 92% less volatile than the S&P 500.

Institutional and Insider Ownership

80.8% of Micron Technology shares are owned by institutional investors. Comparatively, 97.1% of Blaize shares are owned by institutional investors. 0.2% of Micron Technology shares are owned by company insiders. Comparatively, 17.4% of Blaize shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Earnings and Valuation

This table compares Micron Technology and Blaize”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Micron Technology	$37.38 billion	30.69	$8.54 billion	$44.17	23.00
Blaize	$50.37 million	1.83	-$206.90 million	($0.68)	-0.93

Micron Technology has higher revenue and earnings than Blaize. Blaize is trading at a lower price-to-earnings ratio than Micron Technology, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Micron Technology and Blaize, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Micron Technology	0	3	31	4	3.03
Blaize	1	2	3	0	2.33

Micron Technology currently has a consensus target price of $1,295.63, indicating a potential upside of 27.55%. Blaize has a consensus target price of $3.38, indicating a potential upside of 431.75%. Given Blaize’s higher probable upside, analysts clearly believe Blaize is more favorable than Micron Technology.

Summary

Micron Technology beats Blaize on 12 of the 15 factors compared between the two stocks.

About Micron Technology

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit. It provides memory and storage technologies comprising dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; non-volatile and re-writeable semiconductor storage devices; and non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, networking, industrial, and automotive markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

About Blaize

Blaize® has created a transformative new compute solution that unites silicon and software to optimize AI from the edge to the core. We’re partnering with customers to transform their products so they can deliver better experiences and better lives.