MU vs SLB: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and SLB N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
SLB N.V. · Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
SLB trades at a lower forward P/E
(18.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
SLB |
| Current Price |
$421.51 |
$51.92 |
| Fair Value Estimate |
$336.45 |
$41.43 |
| Upside to Fair Value |
-20.2%
|
-20.2%
|
| Market Cap |
$475.4B |
$77.9B |
| Forward P/E |
19.7x
|
18.6x
|
| EV / EBITDA |
12.8x
|
9.2x
|
| Price / Sales |
8.2x
|
2.2x
|
| Price / FCF |
21.6x
|
16.1x
|
| Revenue Growth YoY |
+74.9%
|
-1.6%
|
| Gross Margin |
58.4%
|
18.21%
|
| Operating Margin |
48.5%
|
15.28%
|
| Return on Equity |
40.8%
|
12.83%
|
| Dividend Yield |
0% |
2.21% |
| FCF Yield |
4.64%
|
6.21%
|
| Analyst Consensus |
Strong Buy
|
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 …
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year di…
Accumulation Zones
| Metric |
MU |
SLB |
| Zone Low |
$252.34 |
$34.00 |
| Zone High |
$285.98 |
$39.00 |
| In Buy Zone? |
No
|
No
|