MU vs UPS: Which Is the Better Buy?

Side-by-side comparison of Micron Technology, Inc. and United Parcel Service, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Micron Technology, Inc. ยท Technology
$1,080.53
+4.1% upside to fair value
Med Conviction Grade C High Quality
VS
United Parcel Service, Inc. ยท Industrials
$99.02
+21.1% upside to fair value
Med Conviction Grade B
QuantHub Verdict
UPS has more upside to fair value (+21.1%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric MU UPS
Current Price $1,080.53 $99.02
Fair Value Estimate $1,124.98 $119.92
Upside to Fair Value +4.1% +21.1%
Market Cap $1,220.3B $84.1B
Forward P/E โ€” โ€”
EV / EBITDA 17.6x 10.2x
Price / Sales 13.5x 0.9x
Price / FCF 46.6x 15.3x
Revenue Growth YoY +345.7% +7.6%
Gross Margin 72.6% 16.6%
Operating Margin 65.7% 7.3%
Return on Equity 70.5% 29.1%
Dividend Yield 0.05% 6.62%
FCF Yield 2.15% 6.52%
Analyst Consensus Strong Buy Hold
Investment Thesis
MU โ€” Micron Technology, Inc.
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 mโ€ฆ
UPS โ€” United Parcel Service, Inc.
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume cโ€ฆ
Accumulation Zones
Metric MU UPS
Zone Low $843.74 $89.94
Zone High $956.23 $101.93
In Buy Zone? No Yes
โ† MU Research    UPS Research โ†’    All Research