MU vs V: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Visa Inc. — 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
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
V |
| Current Price |
$1,080.53 |
$368.29 |
| Fair Value Estimate |
$1,124.98 |
$463.00 |
| Upside to Fair Value |
+4.1%
|
+25.7%
|
| Market Cap |
$1,220.3B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
24.0x
|
| Price / Sales |
13.5x
|
15.5x
|
| Price / FCF |
46.6x
|
33.5x
|
| Revenue Growth YoY |
+345.7%
|
+14.4%
|
| Gross Margin |
72.6%
|
80.2%
|
| Operating Margin |
65.7%
|
60.7%
|
| Return on Equity |
70.5%
|
61.3%
|
| Dividend Yield |
0.05% |
0.73% |
| FCF Yield |
2.15%
|
2.98%
|
| 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…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
MU |
V |
| Zone Low |
$843.74 |
$347.25 |
| Zone High |
$956.23 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|