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
GS โ€” The Goldman Sachs Group, Inc.
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% โ€ฆ
MU โ€” Micron Technology, Inc.
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 mโ€ฆ
Accumulation Zones
Metric GS MU
Zone Low $872.09 $843.74
Zone High $988.37 $956.23
In Buy Zone? Yes No
โ† GS Research    MU Research โ†’    All Research