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 2026-04-09.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
NVDA |
| Current Price |
$421.51 |
$182.08 |
| Fair Value Estimate |
$336.45 |
$290.00 |
| Upside to Fair Value |
-20.2%
|
+59.3%
|
| Market Cap |
$475.4B |
$4,425.5B |
| Forward P/E |
19.7x
|
—
|
| EV / EBITDA |
12.8x
|
31.4x
|
| Price / Sales |
8.2x
|
21.0x
|
| Price / FCF |
21.6x
|
46.9x
|
| Revenue Growth YoY |
+74.9%
|
+65.5%
|
| Gross Margin |
58.4%
|
71.1%
|
| Operating Margin |
48.5%
|
60.4%
|
| Return on Equity |
40.8%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
4.64%
|
2.13%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
MU |
NVDA |
| Zone Low |
$252.34 |
$218.00 |
| Zone High |
$285.98 |
$250.00 |
| In Buy Zone? |
No
|
Yes
|