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 2026-09-25.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOG |
MU |
| Current Price |
$334.98 |
$1,080.53 |
| Fair Value Estimate |
$387.82 |
$1,124.98 |
| Upside to Fair Value |
+15.8%
|
+4.1%
|
| Market Cap |
$4,065.3B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
17.6x
|
| Price / Sales |
9.1x
|
13.5x
|
| Price / FCF |
76.4x
|
46.6x
|
| Revenue Growth YoY |
+24.2%
|
+345.7%
|
| Gross Margin |
60.9%
|
72.6%
|
| Operating Margin |
33.1%
|
65.7%
|
| Return on Equity |
50.8%
|
70.5%
|
| Dividend Yield |
0.26% |
0.05% |
| FCF Yield |
1.31%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
MU |
| Zone Low |
$290.87 |
$843.74 |
| Zone High |
$329.65 |
$956.23 |
| In Buy Zone? |
No
|
No
|