MU vs TMO: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
TMO |
| Current Price |
$1,080.53 |
$658.32 |
| Fair Value Estimate |
$1,124.98 |
$863.34 |
| Upside to Fair Value |
+4.1%
|
+31.1%
|
| Market Cap |
$1,220.3B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
25.9x
|
| Price / Sales |
13.5x
|
5.3x
|
| Price / FCF |
46.6x
|
33.4x
|
| Revenue Growth YoY |
+345.7%
|
+10.5%
|
| Gross Margin |
72.6%
|
40.4%
|
| Operating Margin |
65.7%
|
17.7%
|
| Return on Equity |
70.5%
|
13.4%
|
| Dividend Yield |
0.05% |
0.28% |
| FCF Yield |
2.15%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
MU |
TMO |
| Zone Low |
$843.74 |
$647.50 |
| Zone High |
$956.23 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|