MA vs MU: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
MU |
| Current Price |
$574.42 |
$1,080.53 |
| Fair Value Estimate |
$718.00 |
$1,124.98 |
| Upside to Fair Value |
+25.0%
|
+4.1%
|
| Market Cap |
$503.8B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
17.6x
|
| Price / Sales |
14.4x
|
13.5x
|
| Price / FCF |
30.8x
|
46.6x
|
| Revenue Growth YoY |
+14.1%
|
+345.7%
|
| Gross Margin |
100%
|
72.6%
|
| Operating Margin |
59.8%
|
65.7%
|
| Return on Equity |
232.5%
|
70.5%
|
| Dividend Yield |
0.59% |
0.05% |
| FCF Yield |
3.25%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
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 |
MA |
MU |
| Zone Low |
$538.50 |
$843.74 |
| Zone High |
$610.30 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|