MU vs NKE: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NKE has more upside to fair value
(+9.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
NKE |
| Current Price |
$1,080.53 |
$35.78 |
| Fair Value Estimate |
$1,124.98 |
$39.33 |
| Upside to Fair Value |
+4.1%
|
+9.9%
|
| Market Cap |
$1,220.3B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
12.0x
|
| Price / Sales |
13.5x
|
1.1x
|
| Price / FCF |
46.6x
|
24.3x
|
| Revenue Growth YoY |
+345.7%
|
-1.1%
|
| Gross Margin |
72.6%
|
42.9%
|
| Operating Margin |
65.7%
|
8.2%
|
| Return on Equity |
70.5%
|
22.0%
|
| Dividend Yield |
0.05% |
4.58% |
| FCF Yield |
2.15%
|
4.12%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
MU |
NKE |
| Zone Low |
$843.74 |
$29.50 |
| Zone High |
$956.23 |
$33.43 |
| In Buy Zone? |
No
|
No
|