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 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
GE has more upside to fair value
(-25.9%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
MU |
| Current Price |
$360.35 |
$1,048.51 |
| Fair Value Estimate |
$267.03 |
$576.68 |
| Upside to Fair Value |
-25.9%
|
-45.0%
|
| Market Cap |
$376.5B |
$1,182.4B |
| Forward P/E |
42.3x
|
23.4x
|
| EV / EBITDA |
33.4x
|
25.9x
|
| Price / Sales |
7.8x
|
13.1x
|
| Price / FCF |
50.5x
|
25.8x
|
| Revenue Growth YoY |
+21.1%
|
+345.7%
|
| Gross Margin |
36.1%
|
72.6%
|
| Operating Margin |
21.0%
|
65.7%
|
| Return on Equity |
46.2%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
MU |
| Zone Low |
$200.27 |
$432.51 |
| Zone High |
$226.98 |
$490.18 |
| In Buy Zone? |
No
|
No
|