AAPL vs MU: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Apple Inc. · Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
AAPL has more upside to fair value (-9.3%). MU trades at a lower forward P/E (21.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AAPL MU
Current Price $294.80 $455.07
Fair Value Estimate $267.40 $250.29
Upside to Fair Value -9.3% -45.0%
Market Cap $4,329.8B $513.2B
Forward P/E 35.4x 21.2x
EV / EBITDA 27.3x 13.8x
Price / Sales 9.6x 8.8x
Price / FCF 33.5x 49.9x
Revenue Growth YoY +16.6% +196.3%
Gross Margin 47.9% 58.4%
Operating Margin 32.6% 48.5%
Return on Equity 146.7% 40.8%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 2.0%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL — Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
MU — Micron Technology, Inc.
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
Metric AAPL MU
Zone Low $200.50 $187.72
Zone High $227.30 $212.75
In Buy Zone? No No
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