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 2026-09-25.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
MU |
| Current Price |
$354.99 |
$1,080.53 |
| Fair Value Estimate |
$408.70 |
$1,124.98 |
| Upside to Fair Value |
+15.1%
|
+4.1%
|
| Market Cap |
$1,688.9B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
17.6x
|
| Price / Sales |
18.9x
|
13.5x
|
| Price / FCF |
42.9x
|
46.6x
|
| Revenue Growth YoY |
+85.5%
|
+345.7%
|
| Gross Margin |
67.7%
|
72.6%
|
| Operating Margin |
48.3%
|
65.7%
|
| Return on Equity |
43.9%
|
70.5%
|
| Dividend Yield |
0.73% |
0.05% |
| FCF Yield |
2.33%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
AVGO |
MU |
| Zone Low |
$306.52 |
$843.74 |
| Zone High |
$347.39 |
$956.23 |
| In Buy Zone? |
No
|
No
|