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 2026-07-17.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+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
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
UNH |
| Current Price |
$1,048.51 |
$423.38 |
| Fair Value Estimate |
$576.68 |
$613.90 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,182.4B |
$384.5B |
| Forward P/E |
23.4x
|
27.2x
|
| EV / EBITDA |
25.9x
|
13.8x
|
| Price / Sales |
13.1x
|
0.8x
|
| Price / FCF |
25.8x
|
19.6x
|
| Revenue Growth YoY |
+345.7%
|
+0.4%
|
| Gross Margin |
72.6%
|
18.8%
|
| Operating Margin |
65.7%
|
4.2%
|
| Return on Equity |
70.5%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.87%
|
5.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 e…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
MU |
UNH |
| Zone Low |
$432.51 |
$460.42 |
| Zone High |
$490.18 |
$521.81 |
| In Buy Zone? |
No
|
Yes
|