MU vs RTX: Which Is the Better Buy?

Side-by-side comparison of Micron Technology, Inc. and RTX Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Micron Technology, Inc. Β· Technology
$1,080.53
+4.1% upside to fair value
Med Conviction Grade C High Quality
VS
RTX Corporation Β· Industrials
$193.54
+33.0% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
RTX has more upside to fair value (+33.0%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MU RTX
Current Price $1,080.53 $193.54
Fair Value Estimate $1,124.98 $257.36
Upside to Fair Value +4.1% +33.0%
Market Cap $1,220.3B $260.9B
Forward P/E β€” β€”
EV / EBITDA 17.6x 18.1x
Price / Sales 13.5x 2.8x
Price / FCF 46.6x 21.7x
Revenue Growth YoY +345.7% +14.5%
Gross Margin 72.6% 20.3%
Operating Margin 65.7% 11.2%
Return on Equity 70.5% 11.8%
Dividend Yield 0.05% 1.46%
FCF Yield 2.15% 4.6%
Analyst Consensus Strong Buy Buy
Investment Thesis
MU β€” Micron Technology, Inc.
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…
RTX β€” RTX Corporation
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments β€” Collins Aerospace, Pratt & Whitney, and Raytheon β€” serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
Accumulation Zones
Metric MU RTX
Zone Low $843.74 $193.02
Zone High $956.23 $218.76
In Buy Zone? No Yes
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