MU vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL 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 |
ORCL |
| Current Price |
$455.07 |
$175.08 |
| Fair Value Estimate |
$250.29 |
$253.87 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$513.2B |
$503.5B |
| Forward P/E |
21.2x
|
30.8x
|
| EV / EBITDA |
13.8x
|
21.4x
|
| Price / Sales |
8.8x
|
7.9x
|
| Price / FCF |
49.9x
|
-20.4x
|
| Revenue Growth YoY |
+196.3%
|
+21.7%
|
| Gross Margin |
58.4%
|
66.4%
|
| Operating Margin |
48.5%
|
30.8%
|
| Return on Equity |
40.8%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
MU |
ORCL |
| Zone Low |
$187.72 |
$190.40 |
| Zone High |
$212.75 |
$215.79 |
| In Buy Zone? |
No
|
Yes
|