Financial Review: Blaize (NASDAQ:BZAI) versus Micron Technology (NASDAQ:MU)

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

Analyst Recommendations

This is a summary of recent recommendations and price targets for Micron Technology and Blaize, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Micron Technology	0	3	31	3	3.00
Blaize	1	2	3	0	2.33

Micron Technology currently has a consensus price target of $1,296.47, indicating a potential upside of 20.95%. Blaize has a consensus price target of $3.38, indicating a potential upside of 507.78%. Given Blaize’s higher probable upside, analysts clearly believe Blaize is more favorable than Micron Technology.

Earnings & Valuation

This table compares Micron Technology and Blaize”s gross 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	32.39	$8.54 billion	$44.17	24.27
Blaize	$38.63 million	2.08	-$206.90 million	($0.68)	-0.82

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.

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%

Institutional and Insider Ownership

80.8% of Micron Technology shares are held by institutional investors. Comparatively, 97.1% of Blaize shares are held by institutional investors. 0.2% of Micron Technology shares are held by insiders. Comparatively, 17.4% of Blaize shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Volatility and Risk

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

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.