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 2026-06-25.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
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 |
ORCL |
| Current Price |
$1,048.51 |
$184.31 |
| Fair Value Estimate |
$576.68 |
$210.13 |
| Upside to Fair Value |
-45.0%
|
+14.0%
|
| Market Cap |
$1,182.4B |
$530.1B |
| Forward P/E |
23.4x
|
31.0x
|
| EV / EBITDA |
25.9x
|
20.4x
|
| Price / Sales |
13.1x
|
7.9x
|
| Price / FCF |
25.8x
|
-22.4x
|
| Revenue Growth YoY |
+345.7%
|
+20.6%
|
| Gross Margin |
72.6%
|
65.8%
|
| Operating Margin |
65.7%
|
30.8%
|
| Return on Equity |
70.5%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.87%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
MU |
ORCL |
| Zone Low |
$432.51 |
$157.60 |
| Zone High |
$490.18 |
$178.61 |
| In Buy Zone? |
No
|
No
|