MU vs VRT: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
VRT has more upside to fair value
(-11.3%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
VRT |
| Current Price |
$421.51 |
$307.34 |
| Fair Value Estimate |
$336.45 |
$272.65 |
| Upside to Fair Value |
-20.2%
|
-11.3%
|
| Market Cap |
$475.4B |
$117.6B |
| Forward P/E |
19.7x
|
88.2x
|
| EV / EBITDA |
12.8x
|
55.3x
|
| Price / Sales |
8.2x
|
11.5x
|
| Price / FCF |
21.6x
|
61.2x
|
| Revenue Growth YoY |
+74.9%
|
+7.6%
|
| Gross Margin |
58.4%
|
34.8%
|
| Operating Margin |
48.5%
|
18.2%
|
| Return on Equity |
40.8%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.64%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
MU |
VRT |
| Zone Low |
$252.34 |
$204.49 |
| Zone High |
$285.98 |
$231.75 |
| In Buy Zone? |
No
|
No
|