MU vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-25.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
NVDA |
| Current Price |
$1,048.51 |
$210.69 |
| Fair Value Estimate |
$576.68 |
$305.50 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,182.4B |
$5,103.1B |
| Forward P/E |
23.4x
|
32.1x
|
| EV / EBITDA |
25.9x
|
26.5x
|
| Price / Sales |
13.1x
|
20.1x
|
| Price / FCF |
25.8x
|
42.9x
|
| Revenue Growth YoY |
+345.7%
|
+85.2%
|
| Gross Margin |
72.6%
|
74.1%
|
| Operating Margin |
65.7%
|
64.0%
|
| Return on Equity |
70.5%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.87%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
MU |
NVDA |
| Zone Low |
$432.51 |
$229.12 |
| Zone High |
$490.18 |
$259.68 |
| In Buy Zone? |
No
|
Yes
|