GE vs MU: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Micron Technology, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
GE Aerospace ยท Industrials
$312.90
+3.4% upside to fair value
Med Conviction Grade C High Quality
VS
Micron Technology, Inc. ยท Technology
$1,080.53
+4.1% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
MU has more upside to fair value (+4.1%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GE MU
Current Price $312.90 $1,080.53
Fair Value Estimate $323.41 $1,124.98
Upside to Fair Value +3.4% +4.1%
Market Cap $324.6B $1,220.3B
Forward P/E โ€” โ€”
EV / EBITDA 27.4x 17.6x
Price / Sales 6.4x 13.5x
Price / FCF 38.7x 46.6x
Revenue Growth YoY +21.1% +345.7%
Gross Margin 35.4% 72.6%
Operating Margin 20.8% 65.7%
Return on Equity 49.0% 70.5%
Dividend Yield 0.53% 0.05%
FCF Yield 2.58% 2.15%
Analyst Consensus Buy Strong Buy
Investment Thesis
GE โ€” GE Aerospace
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 โ€ฆ
MU โ€” Micron Technology, Inc.
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating mโ€ฆ
Accumulation Zones
Metric GE MU
Zone Low $242.56 $843.74
Zone High $274.90 $956.23
In Buy Zone? No No
โ† GE Research    MU Research โ†’    All Research