AMZN vs MU: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-04.
Amazon.com, Inc. · Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
AMZN has more upside to fair value
(+22.0%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
MU |
| Current Price |
$242.67 |
$1,048.51 |
| Fair Value Estimate |
$295.95 |
$576.68 |
| Upside to Fair Value |
+22.0%
|
-45.0%
|
| Market Cap |
$2,610.4B |
$1,182.4B |
| Forward P/E |
28.7x
|
23.4x
|
| EV / EBITDA |
14.4x
|
25.9x
|
| Price / Sales |
3.5x
|
13.1x
|
| Price / FCF |
-1056.0x
|
25.8x
|
| Revenue Growth YoY |
+16.6%
|
+345.7%
|
| Gross Margin |
50.6%
|
72.6%
|
| Operating Margin |
11.5%
|
65.7%
|
| Return on Equity |
23.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
AMZN |
MU |
| Zone Low |
$221.96 |
$432.51 |
| Zone High |
$251.56 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|