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 2026-06-25.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
VRT |
| Current Price |
$1,048.51 |
$333.05 |
| Fair Value Estimate |
$576.68 |
$183.18 |
| Upside to Fair Value |
-45.0%
|
-45.0%
|
| Market Cap |
$1,182.4B |
$127.9B |
| Forward P/E |
23.4x
|
81.8x
|
| EV / EBITDA |
25.9x
|
55.4x
|
| Price / Sales |
13.1x
|
11.8x
|
| Price / FCF |
25.8x
|
55.4x
|
| Revenue Growth YoY |
+345.7%
|
+30.1%
|
| Gross Margin |
72.6%
|
36.2%
|
| Operating Margin |
65.7%
|
18.5%
|
| Return on Equity |
70.5%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.87%
|
1.81%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
MU |
VRT |
| Zone Low |
$432.51 |
$137.38 |
| Zone High |
$490.18 |
$155.70 |
| In Buy Zone? |
No
|
No
|