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 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+28.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
UNH |
| Current Price |
$1,080.53 |
$375.21 |
| Fair Value Estimate |
$1,124.98 |
$481.06 |
| Upside to Fair Value |
+4.1%
|
+28.2%
|
| Market Cap |
$1,220.3B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
15.0x
|
| Price / Sales |
13.5x
|
0.8x
|
| Price / FCF |
46.6x
|
14.4x
|
| Revenue Growth YoY |
+345.7%
|
+0.4%
|
| Gross Margin |
72.6%
|
22.5%
|
| Operating Margin |
65.7%
|
4.8%
|
| Return on Equity |
70.5%
|
14.6%
|
| Dividend Yield |
0.05% |
2.41% |
| FCF Yield |
2.15%
|
6.95%
|
| 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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
MU |
UNH |
| Zone Low |
$843.74 |
$360.80 |
| Zone High |
$956.23 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|