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 2026-04-10.
Costco Wholesale Corporation · Consumer Defensive
$1,002.88
-35.4% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
MU has more upside to fair value
(-20.2%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
MU |
| Current Price |
$1,002.88 |
$421.51 |
| Fair Value Estimate |
$648.03 |
$336.45 |
| Upside to Fair Value |
-35.4%
|
-20.2%
|
| Market Cap |
$444.9B |
$475.4B |
| Forward P/E |
52.1x
|
19.7x
|
| EV / EBITDA |
31.0x
|
12.8x
|
| Price / Sales |
1.6x
|
8.2x
|
| Price / FCF |
49.0x
|
21.6x
|
| Revenue Growth YoY |
+3.4%
|
+74.9%
|
| 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 |
2.04%
|
4.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model with over 900 warehouses across 14 countries, generating $254 billion in fiscal 2024 revenue. The company benefits from a durable competitive moat driven by scale advantages, a loyal membership base with high renewal rates, and superior employee retention through better wages and benefits. Despite steady revenue …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
COST |
MU |
| Zone Low |
$486.02 |
$252.34 |
| Zone High |
$550.83 |
$285.98 |
| In Buy Zone? |
No
|
No
|