HD vs MU: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-13.
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
HD has more upside to fair value
(+34.6%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
MU |
| Current Price |
$343.30 |
$1,048.51 |
| Fair Value Estimate |
$462.14 |
$576.68 |
| Upside to Fair Value |
+34.6%
|
-45.0%
|
| Market Cap |
$342.3B |
$1,182.4B |
| Forward P/E |
24.3x
|
23.4x
|
| EV / EBITDA |
16.5x
|
25.9x
|
| Price / Sales |
2.0x
|
13.1x
|
| Price / FCF |
23.9x
|
25.8x
|
| Revenue Growth YoY |
+4.8%
|
+345.7%
|
| Gross Margin |
33.1%
|
72.6%
|
| Operating Margin |
12.4%
|
65.7%
|
| Return on Equity |
113.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.18%
|
3.87%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
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 |
HD |
MU |
| Zone Low |
$346.61 |
$432.51 |
| Zone High |
$392.82 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|