MU vs UPS: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and United Parcel Service, Inc. — 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
United Parcel Service, Inc. · Industrials
$101.69
+27.8% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
UPS has more upside to fair value
(+27.8%).
UPS trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
UPS |
| Current Price |
$421.51 |
$101.69 |
| Fair Value Estimate |
$336.45 |
$130.00 |
| Upside to Fair Value |
-20.2%
|
+27.8%
|
| Market Cap |
$475.4B |
$86.4B |
| Forward P/E |
19.7x
|
15.1x
|
| EV / EBITDA |
12.8x
|
9.1x
|
| Price / Sales |
8.2x
|
0.9x
|
| Price / FCF |
21.6x
|
17.7x
|
| Revenue Growth YoY |
+74.9%
|
-2.5%
|
| Gross Margin |
58.4%
|
18.5%
|
| Operating Margin |
48.5%
|
9.56%
|
| Return on Equity |
40.8%
|
34.3%
|
| Dividend Yield |
0% |
6.41% |
| FCF Yield |
4.64%
|
5.66%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
| Metric |
MU |
UPS |
| Zone Low |
$252.34 |
$95.00 |
| Zone High |
$285.98 |
$112.00 |
| In Buy Zone? |
No
|
Yes
|