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 2026-05-21.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
NVIDIA Corporation · Technology
$219.76
+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
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
NVDA |
| Current Price |
$455.07 |
$219.76 |
| Fair Value Estimate |
$250.29 |
$318.65 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$513.2B |
$5,322.7B |
| Forward P/E |
21.2x
|
33.4x
|
| EV / EBITDA |
13.8x
|
27.6x
|
| Price / Sales |
8.8x
|
21.0x
|
| Price / FCF |
49.9x
|
44.7x
|
| Revenue Growth YoY |
+196.3%
|
+85.2%
|
| Gross Margin |
58.4%
|
74.1%
|
| Operating Margin |
48.5%
|
64.0%
|
| Return on Equity |
40.8%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
2.24%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
MU |
NVDA |
| Zone Low |
$187.72 |
$238.99 |
| Zone High |
$212.75 |
$270.85 |
| In Buy Zone? |
No
|
Yes
|