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 2026-09-25.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
MU |
| Current Price |
$201.15 |
$1,080.53 |
| Fair Value Estimate |
$265.00 |
$1,124.98 |
| Upside to Fair Value |
+31.7%
|
+4.1%
|
| Market Cap |
$159.0B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
17.6x
|
| Price / Sales |
1.7x
|
13.5x
|
| Price / FCF |
—
|
46.6x
|
| Revenue Growth YoY |
+8.0%
|
+345.7%
|
| Gross Margin |
4.7%
|
72.6%
|
| Operating Margin |
-5.4%
|
65.7%
|
| Return on Equity |
104.8%
|
70.5%
|
| Dividend Yield |
0% |
0.05% |
| FCF Yield |
—
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
MU |
| Zone Low |
$198.75 |
$843.74 |
| Zone High |
$225.25 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|