MU vs VST: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Vistra Corp. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
Vistra Corp. · Utilities
$140.58
+20.9% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
VST has more upside to fair value
(+20.9%).
VST trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
VST |
| Current Price |
$1,048.51 |
$140.58 |
| Fair Value Estimate |
$576.68 |
$170.00 |
| Upside to Fair Value |
-45.0%
|
+20.9%
|
| Market Cap |
$1,182.4B |
$47.4B |
| Forward P/E |
23.4x
|
15.4x
|
| EV / EBITDA |
25.9x
|
9.3x
|
| Price / Sales |
13.1x
|
2.9x
|
| Price / FCF |
25.8x
|
42.5x
|
| Revenue Growth YoY |
+345.7%
|
+20.0%
|
| Gross Margin |
72.6%
|
12.7%
|
| Operating Margin |
65.7%
|
2.1%
|
| Return on Equity |
70.5%
|
35.0%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
3.87%
|
2.4%
|
| 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…
Vistra is an integrated merchant power producer and retail electricity supplier with roughly 38,700 MW of generation across natural gas, nuclear, coal, solar and battery storage, plus a roughly 4.3 million customer retail book (TXU and affiliated brands) across 20 states. The 2024 Energy Harbor deal made it the second-largest nuclear operator in the US, and that nuclear and gas fleet is now centr…
Accumulation Zones
| Metric |
MU |
VST |
| Zone Low |
$432.51 |
$128.00 |
| Zone High |
$490.18 |
$145.00 |
| In Buy Zone? |
No
|
Yes
|