MU vs TTD: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
TTD |
| Current Price |
$421.51 |
$22.76 |
| Fair Value Estimate |
$336.45 |
$134.00 |
| Upside to Fair Value |
-20.2%
|
+488.8%
|
| Market Cap |
$475.4B |
$10.8B |
| Forward P/E |
19.7x
|
24.6x
|
| EV / EBITDA |
12.8x
|
—
|
| Price / Sales |
8.2x
|
3.7x
|
| Price / FCF |
21.6x
|
13.8x
|
| Revenue Growth YoY |
+74.9%
|
+14.5%
|
| Gross Margin |
58.4%
|
78.6%
|
| Operating Margin |
48.5%
|
20.3%
|
| Return on Equity |
40.8%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
4.64%
|
7.3%
|
| 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 …
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
MU |
TTD |
| Zone Low |
$252.34 |
$100.00 |
| Zone High |
$285.98 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|