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 2026-09-25.
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
MU |
| Current Price |
$808.99 |
$1,080.53 |
| Fair Value Estimate |
$790.88 |
$1,124.98 |
| Upside to Fair Value |
-2.2%
|
+4.1%
|
| Market Cap |
$372.6B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.6x
|
17.6x
|
| Price / Sales |
5.0x
|
13.5x
|
| Price / FCF |
41.4x
|
46.6x
|
| Revenue Growth YoY |
+24.0%
|
+345.7%
|
| Gross Margin |
33.9%
|
72.6%
|
| Operating Margin |
17.5%
|
65.7%
|
| Return on Equity |
54.1%
|
70.5%
|
| Dividend Yield |
0.76% |
0.05% |
| FCF Yield |
2.41%
|
2.15%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
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 |
CAT |
MU |
| Zone Low |
$593.16 |
$843.74 |
| Zone High |
$672.25 |
$956.23 |
| In Buy Zone? |
No
|
No
|