CAT vs MU: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MU 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 |
CAT |
MU |
| Current Price |
$912.14 |
$455.07 |
| Fair Value Estimate |
$475.00 |
$250.29 |
| Upside to Fair Value |
-47.9%
|
-45.0%
|
| Market Cap |
$420.2B |
$513.2B |
| Forward P/E |
44.9x
|
21.2x
|
| EV / EBITDA |
30.0x
|
13.8x
|
| Price / Sales |
5.9x
|
8.8x
|
| Price / FCF |
36.7x
|
49.9x
|
| Revenue Growth YoY |
+22.2%
|
+196.3%
|
| Gross Margin |
32.5%
|
58.4%
|
| Operating Margin |
16.6%
|
48.5%
|
| Return on Equity |
47.5%
|
40.8%
|
| Dividend Yield |
1.5% |
0% |
| FCF Yield |
2.73%
|
2.0%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
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 |
CAT |
MU |
| Zone Low |
$356.00 |
$187.72 |
| Zone High |
$404.00 |
$212.75 |
| In Buy Zone? |
No
|
No
|