MU vs XOM: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
MU has more upside to fair value
(-20.2%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
XOM |
| Current Price |
$421.51 |
$152.30 |
| Fair Value Estimate |
$336.45 |
$102.00 |
| Upside to Fair Value |
-20.2%
|
-33.0%
|
| Market Cap |
$475.4B |
$634.6B |
| Forward P/E |
19.7x
|
17.5x
|
| EV / EBITDA |
12.8x
|
9.8x
|
| Price / Sales |
8.2x
|
2.0x
|
| Price / FCF |
21.6x
|
26.9x
|
| Revenue Growth YoY |
+74.9%
|
-4.5%
|
| Gross Margin |
58.4%
|
21.7%
|
| Operating Margin |
48.5%
|
10.5%
|
| Return on Equity |
40.8%
|
11.1%
|
| Dividend Yield |
0% |
2.65% |
| FCF Yield |
4.64%
|
3.72%
|
| Analyst Consensus |
Strong Buy
|
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 …
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
MU |
XOM |
| Zone Low |
$252.34 |
$77.00 |
| Zone High |
$285.98 |
$92.00 |
| In Buy Zone? |
No
|
No
|