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 2026-04-11.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
UNH |
| Current Price |
$421.51 |
$304.33 |
| Fair Value Estimate |
$336.45 |
$430.00 |
| Upside to Fair Value |
-20.2%
|
+41.3%
|
| Market Cap |
$475.4B |
$276.2B |
| Forward P/E |
19.7x
|
15.1x
|
| EV / EBITDA |
12.8x
|
14.3x
|
| Price / Sales |
8.2x
|
0.6x
|
| Price / FCF |
21.6x
|
17.2x
|
| Revenue Growth YoY |
+74.9%
|
+11.8%
|
| Gross Margin |
58.4%
|
18.5%
|
| Operating Margin |
48.5%
|
4.2%
|
| Return on Equity |
40.8%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
4.64%
|
5.82%
|
| 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 …
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
MU |
UNH |
| Zone Low |
$252.34 |
$280.00 |
| Zone High |
$285.98 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|