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 2026-04-18.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
ORCL |
| Current Price |
$421.51 |
$175.08 |
| Fair Value Estimate |
$336.45 |
$218.26 |
| Upside to Fair Value |
-20.2%
|
+24.7%
|
| Market Cap |
$475.4B |
$503.5B |
| Forward P/E |
19.7x
|
30.8x
|
| EV / EBITDA |
12.8x
|
21.4x
|
| Price / Sales |
8.2x
|
7.9x
|
| Price / FCF |
21.6x
|
-20.4x
|
| Revenue Growth YoY |
+74.9%
|
+7.0%
|
| 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 |
4.64%
|
—
|
| 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 …
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
MU |
ORCL |
| Zone Low |
$252.34 |
$163.69 |
| Zone High |
$285.98 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|