GOOG vs MU: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Micron Technology, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-13.
Alphabet Inc. Β· Communication Services
$355.03
-17.2% upside to fair value
Grade D High Quality
VS
Micron Technology, Inc. Β· Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
GOOG has more upside to fair value (-17.2%). MU trades at a lower forward P/E (23.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOG MU
Current Price $355.03 $1,048.51
Fair Value Estimate $294.10 $576.68
Upside to Fair Value -17.2% -45.0%
Market Cap $4,320.1B $1,182.4B
Forward P/E 27.0x 23.4x
EV / EBITDA 20.0x 25.9x
Price / Sales 10.2x 13.1x
Price / FCF 67.0x 25.8x
Revenue Growth YoY +21.8% +345.7%
Gross Margin 60.4% 72.6%
Operating Margin 32.7% 65.7%
Return on Equity 39.0% 70.5%
Dividend Yield 0% 0%
FCF Yield 1.49% 3.87%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOG β€” Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
MU β€” Micron Technology, Inc.
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 GOOG MU
Zone Low $220.58 $432.51
Zone High $249.99 $490.18
In Buy Zone? No No
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