GOOGL 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
$342.36
+16.6% 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
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
MU |
| Current Price |
$342.36 |
$1,080.53 |
| Fair Value Estimate |
$399.26 |
$1,124.98 |
| Upside to Fair Value |
+16.6%
|
+4.1%
|
| Market Cap |
$4,143.3B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
17.6x
|
| Price / Sales |
9.3x
|
13.5x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0.05% |
| FCF Yield |
1.28%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
MU |
| Zone Low |
$299.44 |
$843.74 |
| Zone High |
$339.37 |
$956.23 |
| In Buy Zone? |
No
|
No
|