GEV vs MU: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
MU |
| Current Price |
$951.82 |
$1,080.53 |
| Fair Value Estimate |
$1,288.67 |
$1,124.98 |
| Upside to Fair Value |
+35.4%
|
+4.1%
|
| Market Cap |
$253.5B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
17.6x
|
| Price / Sales |
6.1x
|
13.5x
|
| Price / FCF |
20.5x
|
46.6x
|
| Revenue Growth YoY |
+21.9%
|
+345.7%
|
| Gross Margin |
20.2%
|
72.6%
|
| Operating Margin |
4.4%
|
65.7%
|
| Return on Equity |
83.4%
|
70.5%
|
| Dividend Yield |
0.18% |
0.05% |
| FCF Yield |
4.88%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 m…
Accumulation Zones
| Metric |
GEV |
MU |
| Zone Low |
$966.50 |
$843.74 |
| Zone High |
$1,095.37 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|