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 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
ORCL |
| Current Price |
$1,080.53 |
$149.12 |
| Fair Value Estimate |
$1,124.98 |
$216.22 |
| Upside to Fair Value |
+4.1%
|
+45.0%
|
| Market Cap |
$1,220.3B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
14.6x
|
| Price / Sales |
13.5x
|
6.0x
|
| Price / FCF |
46.6x
|
—
|
| Revenue Growth YoY |
+345.7%
|
+29.6%
|
| Gross Margin |
72.6%
|
63.9%
|
| Operating Margin |
65.7%
|
32.4%
|
| Return on Equity |
70.5%
|
42.6%
|
| Dividend Yield |
0.05% |
1.34% |
| FCF Yield |
2.15%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
MU |
ORCL |
| Zone Low |
$843.74 |
$162.16 |
| Zone High |
$956.23 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|