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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
MU |
| Current Price |
$231.28 |
$455.07 |
| Fair Value Estimate |
$335.36 |
$250.29 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$181.8B |
$513.2B |
| Forward P/E |
83.4x
|
21.2x
|
| EV / EBITDA |
30.8x
|
13.8x
|
| Price / Sales |
2.0x
|
8.8x
|
| Price / FCF |
776.7x
|
49.9x
|
| Revenue Growth YoY |
+14.0%
|
+196.3%
|
| Gross Margin |
4.8%
|
58.4%
|
| Operating Margin |
-5.9%
|
48.5%
|
| Return on Equity |
-8723.1%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
BA |
MU |
| Zone Low |
$251.52 |
$187.72 |
| Zone High |
$285.06 |
$212.75 |
| In Buy Zone? |
Yes
|
No
|