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 2026-04-10.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
MU |
| Current Price |
$238.12 |
$421.51 |
| Fair Value Estimate |
$379.40 |
$336.45 |
| Upside to Fair Value |
+59.3%
|
-20.2%
|
| Market Cap |
$2,556.2B |
$475.4B |
| Forward P/E |
32.8x
|
19.7x
|
| EV / EBITDA |
15.9x
|
12.8x
|
| Price / Sales |
3.6x
|
8.2x
|
| Price / FCF |
332.2x
|
21.6x
|
| Revenue Growth YoY |
+18.4%
|
+74.9%
|
| Gross Margin |
50.3%
|
58.4%
|
| Operating Margin |
11.2%
|
48.5%
|
| Return on Equity |
21.9%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
4.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
AMZN |
MU |
| Zone Low |
$284.55 |
$252.34 |
| Zone High |
$322.49 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|