COMPARE · Reviewed July 29, 2026
MU vs NVDA
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 91.0, NVDA scored 86.6 — MU leads.
Compare another set
MU
Micron Technology, Inc.
91
$739.00
fundamentals as of
Score gap
4.4
MU leads
NVDA
NVIDIA Corporation
86.6
$190.01 · $4.6T
fundamentals as of
Fundamentals, head-to-head
MU
NVDA
$26.2bA
FCF
$119.1bA
+48.9%A
Rev
+70.7%A
0.06A-
D/E
0.07A-
16.7xA-
P/E
29.1xB
0.13A
PEG
0.54A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MU
NVDA
—
Price vs fair valuelower is cheaper
187% above
—
Growth the price implies10-yr FCF · lower = less priced in
~46%/yr
—
1-yr DCF upside
-73%
—
5-yr DCF upside
-65%
—
10-yr DCF upside
-51%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MU
No notable signals flagged.
NVDA
Why this score
- Raising its dividend
- Durable high returns
The companies
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 41% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +49% — in hypergrowth territory. PEG 0.13 — paying under fair value for the growth rate. 42 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,507 (implying +104% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 67% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.14 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $4.6T. 20% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.54 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $302.83 (implying +59% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 18.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.