BA vs MU: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-07.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MU |
| Current Price |
$234.54 |
$1,048.51 |
| Fair Value Estimate |
$340.08 |
$576.68 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$184.9B |
$1,182.4B |
| Forward P/E |
96.9x
|
23.4x
|
| EV / EBITDA |
30.4x
|
25.9x
|
| Price / Sales |
2.0x
|
13.1x
|
| Price / FCF |
-177.6x
|
25.8x
|
| Revenue Growth YoY |
+14.0%
|
+345.7%
|
| Gross Margin |
4.8%
|
72.6%
|
| Operating Margin |
-5.9%
|
65.7%
|
| Return on Equity |
-8723.1%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
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 |
BA |
MU |
| Zone Low |
$255.06 |
$432.51 |
| Zone High |
$289.07 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|