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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MU |
| Current Price |
$217.63 |
$421.51 |
| Fair Value Estimate |
$260.00 |
$336.45 |
| Upside to Fair Value |
+19.5%
|
-20.2%
|
| Market Cap |
$170.9B |
$475.4B |
| Forward P/E |
74.0x
|
19.7x
|
| EV / EBITDA |
28.4x
|
12.8x
|
| Price / Sales |
1.9x
|
8.2x
|
| Price / FCF |
-88.2x
|
21.6x
|
| Revenue Growth YoY |
+34.5%
|
+74.9%
|
| Gross Margin |
4.8%
|
58.4%
|
| Operating Margin |
-6.1%
|
48.5%
|
| Return on Equity |
41.0%
|
40.8%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
4.64%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
MU |
| Zone Low |
$195.00 |
$252.34 |
| Zone High |
$221.00 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|