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 2026-09-25.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HD |
MU |
| Current Price |
$292.18 |
$1,080.53 |
| Fair Value Estimate |
$421.26 |
$1,124.98 |
| Upside to Fair Value |
+44.2%
|
+4.1%
|
| Market Cap |
$291.3B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.7x
|
17.6x
|
| Price / Sales |
1.7x
|
13.5x
|
| Price / FCF |
19.2x
|
46.6x
|
| Revenue Growth YoY |
+5.7%
|
+345.7%
|
| Gross Margin |
33.2%
|
72.6%
|
| Operating Margin |
12.4%
|
65.7%
|
| Return on Equity |
102.7%
|
70.5%
|
| Dividend Yield |
3.18% |
0.05% |
| FCF Yield |
5.2%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
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 m…
Accumulation Zones
| Metric |
HD |
MU |
| Zone Low |
$315.94 |
$843.74 |
| Zone High |
$358.07 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|