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 2026-04-25.
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
GE has more upside to fair value (-24.0%). MU trades at a lower forward P/E (21.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GE MU
Current Price $284.60 $455.07
Fair Value Estimate $216.30 $250.29
Upside to Fair Value -24.0% -45.0%
Market Cap $297.4B $513.2B
Forward P/E 34.1x 21.2x
EV / EBITDA 27.9x 13.8x
Price / Sales 6.2x 8.8x
Price / FCF 39.8x 49.9x
Revenue Growth YoY +24.7% +196.3%
Gross Margin 34.8% 58.4%
Operating Margin 18.5% 48.5%
Return on Equity 46.4% 40.8%
Dividend Yield 0% 0%
FCF Yield 2.51% 2.0%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE — GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
MU — Micron Technology, Inc.
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
Metric GE MU
Zone Low $162.23 $187.72
Zone High $183.86 $212.75
In Buy Zone? No No
← GE Research    MU Research →    All Research