MU vs RTX: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Micron Technology, Inc. · Technology
$455.07
-21.6% upside to fair value
Grade D
High Quality
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
RTX has more upside to fair value
(-21.3%).
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 |
RTX |
| Current Price |
$455.07 |
$172.90 |
| Fair Value Estimate |
$356.91 |
$136.05 |
| Upside to Fair Value |
-21.6%
|
-21.3%
|
| Market Cap |
$513.2B |
$232.8B |
| Forward P/E |
21.2x
|
32.1x
|
| EV / EBITDA |
13.8x
|
19.2x
|
| Price / Sales |
8.8x
|
2.6x
|
| Price / FCF |
49.9x
|
27.9x
|
| Revenue Growth YoY |
+196.3%
|
+8.7%
|
| Gross Margin |
58.4%
|
20.2%
|
| Operating Margin |
48.5%
|
10.4%
|
| Return on Equity |
40.8%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
3.59%
|
| 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…
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
MU |
RTX |
| Zone Low |
$267.68 |
$102.04 |
| Zone High |
$303.37 |
$115.64 |
| In Buy Zone? |
No
|
No
|