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 2026-07-08.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
COST has more upside to fair value
(-1.4%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
MU |
| Current Price |
$947.50 |
$1,048.51 |
| Fair Value Estimate |
$933.84 |
$576.68 |
| Upside to Fair Value |
-1.4%
|
-45.0%
|
| Market Cap |
$420.2B |
$1,182.4B |
| Forward P/E |
47.6x
|
23.4x
|
| EV / EBITDA |
28.3x
|
25.9x
|
| Price / Sales |
1.4x
|
13.1x
|
| Price / FCF |
47.7x
|
25.8x
|
| Revenue Growth YoY |
+11.6%
|
+345.7%
|
| Gross Margin |
12.9%
|
72.6%
|
| Operating Margin |
3.8%
|
65.7%
|
| Return on Equity |
28.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
3.87%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
COST |
MU |
| Zone Low |
$700.38 |
$432.51 |
| Zone High |
$793.76 |
$490.18 |
| In Buy Zone? |
No
|
No
|