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 2026-04-20.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% 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
COST has more upside to fair value
(-20.7%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
MU |
| Current Price |
$999.89 |
$455.07 |
| Fair Value Estimate |
$793.02 |
$250.29 |
| Upside to Fair Value |
-20.7%
|
-45.0%
|
| Market Cap |
$443.6B |
$513.2B |
| Forward P/E |
51.9x
|
21.2x
|
| EV / EBITDA |
30.9x
|
13.8x
|
| Price / Sales |
1.6x
|
8.8x
|
| Price / FCF |
48.8x
|
49.9x
|
| Revenue Growth YoY |
+9.2%
|
+196.3%
|
| Gross Margin |
12.9%
|
58.4%
|
| Operating Margin |
3.8%
|
48.5%
|
| Return on Equity |
28.8%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.05%
|
2.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
COST |
MU |
| Zone Low |
$594.76 |
$187.72 |
| Zone High |
$674.07 |
$212.75 |
| In Buy Zone? |
No
|
No
|