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 2026-06-25.
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
MSFT has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(22.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
MU |
| Current Price |
$379.40 |
$1,048.51 |
| Fair Value Estimate |
$550.13 |
$576.68 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$2,818.3B |
$1,182.4B |
| Forward P/E |
22.5x
|
23.4x
|
| EV / EBITDA |
14.2x
|
25.9x
|
| Price / Sales |
8.9x
|
13.1x
|
| Price / FCF |
38.6x
|
25.8x
|
| Revenue Growth YoY |
+18.3%
|
+345.7%
|
| Gross Margin |
68.3%
|
72.6%
|
| Operating Margin |
46.8%
|
65.7%
|
| Return on Equity |
33.1%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.59%
|
3.87%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
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 |
MSFT |
MU |
| Zone Low |
$412.60 |
$432.51 |
| Zone High |
$467.61 |
$490.18 |
| In Buy Zone? |
Yes
|
No
|