KO vs MU: Which Is the Better Buy?

Side-by-side comparison of The Coca-Cola Company and Micron Technology, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
The Coca-Cola Company Β· Consumer Defensive
$84.92
-10.2% upside to fair value
Grade C High Quality
VS
Micron Technology, Inc. Β· Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
KO has more upside to fair value (-10.2%). 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 KO MU
Current Price $84.92 $1,048.51
Fair Value Estimate $76.30 $576.68
Upside to Fair Value -10.2% -45.0%
Market Cap $365.4B $1,182.4B
Forward P/E 26.6x 23.4x
EV / EBITDA 20.7x 25.9x
Price / Sales 7.4x 13.1x
Price / FCF 29.1x 25.8x
Revenue Growth YoY +12.1% +345.7%
Gross Margin 61.7% 72.6%
Operating Margin 29.3% 65.7%
Return on Equity 43.6% 70.5%
Dividend Yield 0% 0%
FCF Yield 3.44% 3.87%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
KO β€” The Coca-Cola Company
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a durable competitive moat driven by its strong brand and extensive distribution network. The business quality is high, evidenced by a 43.6% return on equity, robust gross margin of 61.7%, and solid revenue and earnings growth of 12.1% and 17.8% respectively in the most recent quarter. Despite the…
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 KO MU
Zone Low $57.22 $432.51
Zone High $64.85 $490.18
In Buy Zone? No No
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