GOOG vs MU: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(-6.2%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
MU |
| Current Price |
$339.40 |
$455.07 |
| Fair Value Estimate |
$318.47 |
$250.29 |
| Upside to Fair Value |
-6.2%
|
-45.0%
|
| Market Cap |
$4,105.7B |
$513.2B |
| Forward P/E |
31.2x
|
21.2x
|
| EV / EBITDA |
23.1x
|
13.8x
|
| Price / Sales |
10.3x
|
8.8x
|
| Price / FCF |
56.4x
|
49.9x
|
| Revenue Growth YoY |
+11.3%
|
+196.3%
|
| Gross Margin |
59.7%
|
58.4%
|
| Operating Margin |
32.0%
|
48.5%
|
| Return on Equity |
35.0%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
MU |
| Zone Low |
$238.85 |
$187.72 |
| Zone High |
$270.70 |
$212.75 |
| In Buy Zone? |
No
|
No
|