COMPARE · Data as of August 21, 2026
MU vs NVDA
Verdict: Side-by-side breakdown using the Bull Rankings model. MU scored 90.0, NVDA scored 85.9 — MU leads.
Compare another set
MU
Micron Technology, Inc.
90
$974.33
fundamentals as of
Score gap
4.1
MU leads
NVDA
NVIDIA Corporation
85.9
$216.85 · $5.3T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMU22.0x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityNVDA88 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
MU
NVDA
$26.2bA
FCF
$119.1bA
+167.0%A
Rev
+70.7%A
0.06A-
D/E
0.07B+
22.0xB+
P/E
33.2xB
0.14A
PEG
0.60A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MU
NVDA
—
Price vs fair valuelower is cheaper
228% above
—
Growth the price implies10-yr FCF · lower = less priced in
~50%/yr
—
1-yr DCF upside
-76%
—
5-yr DCF upside
-69%
—
10-yr DCF upside
-57%
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 22% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +56% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — 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
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. 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 $5.3T. 8% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.60 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $304.12 (implying +40% 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. $5.3T 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. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 20.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
MU leads NVDA by 4.1 points (90.0 to 85.9), its sharpest advantage coming in D/E (grade A-). Note they play different roles — MU screens as value, NVDA screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.