AVGO vs MU: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-20.

AVGO

Broadcom Inc. · Technology

$371.59

-45.0% upside to fair value

Grade C High Quality

Micron Technology, Inc. · Technology

$455.07

-45.0% upside to fair value

Grade D High Quality

QuantHub Verdict

MU trades at a lower forward P/E (21.2x). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	AVGO	MU
Current Price	$371.59	$455.07
Fair Value Estimate	$204.37	$250.29
Upside to Fair Value	-45.0%	-45.0%
Market Cap	$1,761.8B	$513.2B
Forward P/E	70.7x	21.2x
EV / EBITDA	46.7x	13.8x
Price / Sales	25.9x	8.8x
Price / FCF	61.1x	49.9x
Revenue Growth YoY	+7.2%	+196.3%
Gross Margin	67.1%	58.4%
Operating Margin	40.9%	48.5%
Return on Equity	32.9%	40.8%
Dividend Yield	0%	0%
FCF Yield	1.64%	2.0%
Analyst Consensus	Strong Buy	Strong Buy

Investment Thesis

AVGO — Broadcom Inc.

Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…

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	AVGO	MU
Zone Low	$153.28	$187.72
Zone High	$173.71	$212.75
In Buy Zone?	No	No

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