GS vs MU: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
GS has more upside to fair value
(-3.1%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
MU |
| Current Price |
$907.80 |
$421.51 |
| Fair Value Estimate |
$880.00 |
$336.45 |
| Upside to Fair Value |
-3.1%
|
-20.2%
|
| Market Cap |
$269.4B |
$475.4B |
| Forward P/E |
15.6x
|
19.7x
|
| EV / EBITDA |
29.7x
|
12.8x
|
| Price / Sales |
2.1x
|
8.2x
|
| Price / FCF |
—
|
21.6x
|
| Revenue Growth YoY |
+9.0%
|
+74.9%
|
| Gross Margin |
47.5%
|
58.4%
|
| Operating Margin |
17.5%
|
48.5%
|
| Return on Equity |
13.8%
|
40.8%
|
| Dividend Yield |
1.71% |
0% |
| FCF Yield |
—
|
4.64%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
GS |
MU |
| Zone Low |
$600.00 |
$252.34 |
| Zone High |
$680.00 |
$285.98 |
| In Buy Zone? |
No
|
No
|