MU vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
PLTR |
| Current Price |
$1,080.53 |
$189.67 |
| Fair Value Estimate |
$1,124.98 |
$194.30 |
| Upside to Fair Value |
+4.1%
|
+2.4%
|
| Market Cap |
$1,220.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
139.9x
|
| Price / Sales |
13.5x
|
70.7x
|
| Price / FCF |
46.6x
|
135.3x
|
| Revenue Growth YoY |
+345.7%
|
+92.8%
|
| Gross Margin |
72.6%
|
84.8%
|
| Operating Margin |
65.7%
|
42.8%
|
| Return on Equity |
70.5%
|
37.5%
|
| Dividend Yield |
0.05% |
0% |
| FCF Yield |
2.15%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
MU |
PLTR |
| Zone Low |
$843.74 |
$145.73 |
| Zone High |
$956.23 |
$165.16 |
| In Buy Zone? |
No
|
No
|