INTU vs MU: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-09.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
INTU |
MU |
| Current Price |
$396.57 |
$421.51 |
| Fair Value Estimate |
$546.00 |
$336.45 |
| Upside to Fair Value |
+37.7%
|
-20.2%
|
| Market Cap |
$110.4B |
$475.4B |
| Forward P/E |
19.5x
|
19.7x
|
| EV / EBITDA |
19.0x
|
12.8x
|
| Price / Sales |
5.9x
|
8.2x
|
| Price / FCF |
18.1x
|
21.6x
|
| Revenue Growth YoY |
+15.6%
|
+74.9%
|
| Gross Margin |
80.8%
|
58.4%
|
| Operating Margin |
26.1%
|
48.5%
|
| Return on Equity |
19.6%
|
40.8%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
4.64%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
INTU |
MU |
| Zone Low |
$410.00 |
$252.34 |
| Zone High |
$464.00 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|