MU vs UNH: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
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 |
UNH |
| Current Price |
$455.07 |
$353.52 |
| Fair Value Estimate |
$250.29 |
$512.60 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$513.2B |
$320.9B |
| Forward P/E |
21.2x
|
26.7x
|
| EV / EBITDA |
13.8x
|
16.1x
|
| Price / Sales |
8.8x
|
0.7x
|
| Price / FCF |
49.9x
|
16.3x
|
| Revenue Growth YoY |
+196.3%
|
+2.0%
|
| Gross Margin |
58.4%
|
18.8%
|
| Operating Margin |
48.5%
|
4.2%
|
| Return on Equity |
40.8%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
MU |
UNH |
| Zone Low |
$187.72 |
$384.45 |
| Zone High |
$212.75 |
$435.71 |
| In Buy Zone? |
No
|
Yes
|