MSFT vs MU: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High 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
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MSFT |
MU |
| Current Price |
$497.12 |
$1,080.53 |
| Fair Value Estimate |
$702.35 |
$1,124.98 |
| Upside to Fair Value |
+41.3%
|
+4.1%
|
| Market Cap |
$3,691.4B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.3x
|
17.6x
|
| Price / Sales |
11.1x
|
13.5x
|
| Price / FCF |
55.1x
|
46.6x
|
| Revenue Growth YoY |
+17.7%
|
+345.7%
|
| Gross Margin |
67.9%
|
72.6%
|
| Operating Margin |
46.8%
|
65.7%
|
| Return on Equity |
33.2%
|
70.5%
|
| Dividend Yield |
0.73% |
0.05% |
| FCF Yield |
1.81%
|
2.15%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
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 |
MSFT |
MU |
| Zone Low |
$526.76 |
$843.74 |
| Zone High |
$597.00 |
$956.23 |
| In Buy Zone? |
Yes
|
No
|