COST vs MU: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Costco Wholesale Corporation · Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
COST has more upside to fair value
(+24.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
MU |
| Current Price |
$896.48 |
$1,080.53 |
| Fair Value Estimate |
$1,117.50 |
$1,124.98 |
| Upside to Fair Value |
+24.7%
|
+4.1%
|
| Market Cap |
$397.6B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
32.7x
|
17.6x
|
| Price / Sales |
1.3x
|
13.5x
|
| Price / FCF |
42.4x
|
46.6x
|
| Revenue Growth YoY |
+11.1%
|
+345.7%
|
| Gross Margin |
17.5%
|
72.6%
|
| Operating Margin |
3.9%
|
65.7%
|
| Return on Equity |
28.0%
|
70.5%
|
| Dividend Yield |
0.62% |
0.05% |
| FCF Yield |
2.36%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-com…
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 |
COST |
MU |
| Zone Low |
$838.12 |
$843.74 |
| Zone High |
$949.88 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|