GS vs MU: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Micron Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
The Goldman Sachs Group, Inc. ยท Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
VS
Micron Technology, Inc. ยท Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
GS |
MU |
| Current Price |
$923.29 |
$1,080.53 |
| Fair Value Estimate |
$1,162.79 |
$1,124.98 |
| Upside to Fair Value |
+25.9%
|
+4.1%
|
| Market Cap |
$272.4B |
$1,220.3B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
26.3x
|
17.6x
|
| Price / Sales |
2.3x
|
13.5x
|
| Price / FCF |
โ
|
46.6x
|
| Revenue Growth YoY |
+22.9%
|
+345.7%
|
| Gross Margin |
57.3%
|
72.6%
|
| Operating Margin |
24.8%
|
65.7%
|
| Return on Equity |
17.0%
|
70.5%
|
| Dividend Yield |
1.95% |
0.05% |
| FCF Yield |
โ
|
2.15%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% โฆ
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 mโฆ
Accumulation Zones
| Metric |
GS |
MU |
| Zone Low |
$872.09 |
$843.74 |
| Zone High |
$988.37 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|