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 2026-04-11.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NKE has more upside to fair value
(+45.5%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
NKE |
| Current Price |
$421.51 |
$42.62 |
| Fair Value Estimate |
$336.45 |
$62.00 |
| Upside to Fair Value |
-20.2%
|
+45.5%
|
| Market Cap |
$475.4B |
$63.0B |
| Forward P/E |
19.7x
|
27.9x
|
| EV / EBITDA |
12.8x
|
20.7x
|
| Price / Sales |
8.2x
|
1.4x
|
| Price / FCF |
21.6x
|
19.4x
|
| Revenue Growth YoY |
+74.9%
|
-9.8%
|
| Gross Margin |
58.4%
|
42.7%
|
| Operating Margin |
48.5%
|
8.0%
|
| Return on Equity |
40.8%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
4.64%
|
5.2%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
MU |
NKE |
| Zone Low |
$252.34 |
$44.00 |
| Zone High |
$285.98 |
$50.00 |
| In Buy Zone? |
No
|
Yes
|