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
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 marginβ¦
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 eβ¦
Accumulation Zones
| Metric |
GOOG |
MU |
| Zone Low |
$220.58 |
$432.51 |
| Zone High |
$249.99 |
$490.18 |
| In Buy Zone? |
No
|
No
|