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 2026-07-14.
The Goldman Sachs Group, Inc. Β· Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Micron Technology, Inc. Β· Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
MU trades at a lower forward P/E (23.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS MU
Current Price $1,045.91 $1,048.51
Fair Value Estimate $575.25 $576.68
Upside to Fair Value -45.0% -45.0%
Market Cap $308.6B $1,182.4B
Forward P/E 23.6x 23.4x
EV / EBITDA 15.9x 25.9x
Price / Sales 3.1x 13.1x
Price / FCF -7.4x 25.8x
Revenue Growth YoY -35.0% +345.7%
Gross Margin 47.4% 72.6%
Operating Margin 17.8% 65.7%
Return on Equity 15.3% 70.5%
Dividend Yield 0% 0%
FCF Yield β€” 3.87%
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. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
MU β€” Micron Technology, Inc.
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
Metric GS MU
Zone Low $431.44 $432.51
Zone High $488.96 $490.18
In Buy Zone? No No
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