GS vs MU: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Micron Technology, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-29.
The Goldman Sachs Group, Inc. Β· Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Micron Technology, Inc. Β· Technology
$455.07
-45.0% upside to fair value
Grade D High Quality
QuantHub Verdict
GS trades at a lower forward P/E (15.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS MU
Current Price $926.55 $455.07
Fair Value Estimate $509.60 $250.29
Upside to Fair Value -45.0% -45.0%
Market Cap $275.0B $513.2B
Forward P/E 15.6x 21.2x
EV / EBITDA 30.6x 13.8x
Price / Sales 2.5x 8.8x
Price / FCF -5.8x 49.9x
Revenue Growth YoY -45.4% +196.3%
Gross Margin 55.5% 58.4%
Operating Margin 20.5% 48.5%
Return on Equity 14.6% 40.8%
Dividend Yield 0% 0%
FCF Yield β€” 2.0%
Analyst Consensus Hold Strong Buy
Investment Thesis
GS β€” The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. The company benefits from a high-quality business model characterized by strong brand recognition, deep client relationships, and a history of stable leadership. However, the stock is currently significantly overvalued, tra…
MU β€” Micron Technology, Inc.
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 GS MU
Zone Low $382.20 $187.72
Zone High $433.16 $212.75
In Buy Zone? No No
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