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 2026-04-22.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
VRT |
| Current Price |
$455.07 |
$305.14 |
| Fair Value Estimate |
$250.29 |
$167.83 |
| Upside to Fair Value |
-45.0%
|
-45.0%
|
| Market Cap |
$513.2B |
$116.8B |
| Forward P/E |
21.2x
|
75.0x
|
| EV / EBITDA |
13.8x
|
50.1x
|
| Price / Sales |
8.8x
|
10.8x
|
| Price / FCF |
49.9x
|
50.5x
|
| Revenue Growth YoY |
+196.3%
|
+30.1%
|
| Gross Margin |
58.4%
|
36.2%
|
| Operating Margin |
48.5%
|
18.5%
|
| Return on Equity |
40.8%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
MU |
VRT |
| Zone Low |
$187.72 |
$125.87 |
| Zone High |
$212.75 |
$142.66 |
| In Buy Zone? |
No
|
No
|