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 2026-05-07.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(-41.7%).
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 |
PLTR |
| Current Price |
$455.07 |
$133.79 |
| Fair Value Estimate |
$250.29 |
$78.04 |
| Upside to Fair Value |
-45.0%
|
-41.7%
|
| Market Cap |
$513.2B |
$306.6B |
| Forward P/E |
21.2x
|
140.4x
|
| EV / EBITDA |
13.8x
|
151.4x
|
| Price / Sales |
8.8x
|
58.7x
|
| Price / FCF |
49.9x
|
114.0x
|
| Revenue Growth YoY |
+196.3%
|
+84.7%
|
| Gross Margin |
58.4%
|
84.1%
|
| Operating Margin |
48.5%
|
38.1%
|
| Return on Equity |
40.8%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
0.88%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
MU |
PLTR |
| Zone Low |
$187.72 |
$58.53 |
| Zone High |
$212.75 |
$66.33 |
| In Buy Zone? |
No
|
No
|