MU vs SLB: Which Is the Better Buy?

Side-by-side comparison of Micron Technology, Inc. and SLB N.V. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-25.
Micron Technology, Inc. ยท Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
SLB N.V. ยท Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
SLB has more upside to fair value (-33.4%). SLB trades at a lower forward P/E (21.8x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric MU SLB
Current Price $1,048.51 $48.09
Fair Value Estimate $576.68 $32.01
Upside to Fair Value -45.0% -33.4%
Market Cap $1,182.4B $71.9B
Forward P/E 23.4x 21.8x
EV / EBITDA 25.9x 10.9x
Price / Sales 13.1x 2.0x
Price / FCF 25.8x 15.4x
Revenue Growth YoY +345.7% +2.7%
Gross Margin 72.6% 17.3%
Operating Margin 65.7% 14.4%
Return on Equity 70.5% 13.5%
Dividend Yield 0% 0%
FCF Yield 3.87% 6.51%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
MU โ€” Micron Technology, Inc.
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is eโ€ฆ
SLB โ€” SLB N.V.
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation ofโ€ฆ
Accumulation Zones
Metric MU SLB
Zone Low $432.51 $24.01
Zone High $490.18 $27.21
In Buy Zone? No No
โ† MU Research    SLB Research โ†’    All Research