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 2026-06-25.
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
VS
Exxon Mobil Corporation · Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
XOM trades at a lower forward P/E (22.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric MU XOM
Current Price $1,048.51 $137.81
Fair Value Estimate $576.68 $75.80
Upside to Fair Value -45.0% -45.0%
Market Cap $1,182.4B $571.2B
Forward P/E 23.4x 22.8x
EV / EBITDA 25.9x 10.1x
Price / Sales 13.1x 1.8x
Price / FCF 25.8x 30.4x
Revenue Growth YoY +345.7% +2.6%
Gross Margin 72.6% 25.5%
Operating Margin 65.7% 9.0%
Return on Equity 70.5% 9.8%
Dividend Yield 0% 0%
FCF Yield 3.87% 3.29%
Analyst Consensus Strong Buy Buy
Investment Thesis
MU — Micron Technology, Inc.
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…
XOM — Exxon Mobil Corporation
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
Metric MU XOM
Zone Low $432.51 $56.85
Zone High $490.18 $64.43
In Buy Zone? No No
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