GE vs MU: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
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 |
GE |
MU |
| Current Price |
$308.35 |
$421.51 |
| Fair Value Estimate |
$171.94 |
$336.45 |
| Upside to Fair Value |
-44.2%
|
-20.2%
|
| Market Cap |
$325.2B |
$475.4B |
| Forward P/E |
37.8x
|
19.7x
|
| EV / EBITDA |
27.9x
|
12.8x
|
| Price / Sales |
7.2x
|
8.2x
|
| Price / FCF |
45.2x
|
21.6x
|
| Revenue Growth YoY |
+18.5%
|
+74.9%
|
| Gross Margin |
36.8%
|
58.4%
|
| Operating Margin |
19.1%
|
48.5%
|
| Return on Equity |
46.6%
|
40.8%
|
| Dividend Yield |
0.44% |
0% |
| FCF Yield |
2.21%
|
4.64%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
MU |
| Zone Low |
$128.96 |
$252.34 |
| Zone High |
$146.15 |
$285.98 |
| In Buy Zone? |
No
|
No
|