CACI
CACI International Inc
CACI's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over CACI overall, supported by stronger valuation and stronger fundamentals.
CACI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Under pressure |
CACI's revenue, profitability and cash flow are currently healthy, but its balance sheet is under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CACI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $397 | -38% |
| Forward | 19x | $644 | — |
| Fair | 20x | $483 | -25% |
| Expensive | 25x | $606 | -5.9% |
| Current | 26x | $644 | — |
Historical ranges are pointers, not guarantees.
CACI's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 19x next year's earnings, in its fair range.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU has the edge over CACI in the historical PE scenario, which offers more potential upside but is not a forecast.
CACI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CACI, with profitability improving.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for MU, with profitability improving.
CACI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $34.68 | +42% |
| Q3 2026 | $24.37 | +7.7% |
| Q2 2026 | $24.16 | +8.2% |
| Q1 2026 | $24.21 | +14% |
| Q4 2025 | $23.33 | +9.5% |
| Q3 2025 | $22.62 | +12% |
| Q2 2025 | $22.32 | +20% |
| Q1 2025 | $21.18 | +22% |
| Q4 2024 | $21.31 | +29% |
CACI's earnings per share have climbed steadily: $24.37 over the past year, up 7.7% from the year before, and higher year over year for 14 quarters in a row.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU's earnings per share have climbed steadily: $74.33 over the past year, about 10 times what it earned the year before, and higher year over year for 10 quarters in a row.
CACI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.5B | +8.2% |
| Q2 2026 | $2.7B | +18% |
| Q1 2026 | $2.4B | +8.5% |
| Q4 2025 | $2.2B | +5.7% |
| Q3 2025 | $2.3B | +11% |
| Q2 2025 | $2.3B | +13% |
| Q1 2025 | $2.2B | +12% |
| Q4 2024 | $2.1B | +14% |
CACI's revenue has grown year over year every quarter since late 2020: $2.5B last quarter, up 8.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | +0.7 points |
| Q2 2026 | 10% | +1.1 points |
| Q1 2026 | 9.7% | +0.7 points |
| Q4 2025 | 9.3% | +0.7 points |
| Q3 2025 | 9.3% | +0.5 points |
| Q2 2025 | 9% | -0.7 points |
| Q1 2025 | 9.1% | -0.3 points |
| Q4 2024 | 8.6% | +1.4 points |
CACI's operating margin was 10% last quarter, up 0.7 points from the same quarter a year ago.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over CACI on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU has the edge over CACI on profitability, with a higher operating margin.
CACI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $150M | -2.7% |
| Q2 2026 | $331.5M | +159% |
| Q1 2026 | $156.4M | -27% |
| Q4 2025 | $138.2M | +19% |
| Q3 2025 | $154.1M | +564% |
| Q2 2025 | $128M | -4.9% |
| Q1 2025 | $214.1M | +15% |
| Q4 2024 | $116.1M | +106% |
CACI's free cash flow has been positive every quarter for seven years: $776M over the past year, up 27% from the year before.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over CACI on cash flow, with more consistent year-over-year improvement.
CACI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +140K shares |
| 1 year | +0.7% | +150K shares |
| 3 years | -2.5% | -578K shares |
| 5 years | -6.4% | -1.5M shares |
| Available history | -12% | -3.1M shares |
CACI has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4M |
| Q2 2026 | $4.4M |
| Q1 2026 | $3.7M |
| Q4 2025 | $4.9M |
| Q3 2025 | $4.1M |
| Q2 2025 | $4.6M |
| Q1 2025 | $153.6M |
| Q4 2024 | $7.1M |
CACI spent $17M buying back its own shares over the past year, down 90% from the year before.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has 1.1B diluted shares, up 1.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
CACI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 4.0x | High |
| Q1 2026 | 4.7x | High |
| Q4 2025 | 2.4x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.2x | Elevated |
CACI's net debt is about 3.7 years of its operating earnings (EBITDA), up from 2.6 years a year ago.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU has the edge over CACI on leverage, with a lower net debt burden relative to earnings.
CACI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.9 | Neutral |
| Stochastic | 69.7 | Neutral |
CACI's weekly RSI is 58 (neutral) and its Stochastic is 70 (neutral).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (neutral).
CACI PE vs Technology Sector
| Metric | CACI | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 28x | 5.2% below |
| PE % | 94 | 35 | 59 pts above |
CACI is trading at 26x earnings, in line with the Technology sector's median of 28x.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU has the edge over CACI on valuation relative to its sector.
CACI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $627.9 | 2.5% above |
| 20 week MA | $596.0 | 8% above |
| 50 week MA | $572.9 | 12% above |
| 100 week MA | $516.1 | 25% above |
| 200 week MA | $444.8 | 45% above |
CACI has the edge over MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% above its 200-week average.
CACI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $250.8 | $246.5 | -1.7% |
| 2021 | $246.5 | $266.7 | +8.2% |
| 2022 | $266.7 | $299.3 | +12% |
| 2023 | $299.3 | $323.9 | +8.2% |
| 2024 | $323.9 | $406.2 | +25% |
| 2025 | $406.2 | $542.0 | +33% |
| 2026 YTD | $542.0 | $643.9 | +19% |
CACI has finished higher in five of the last six years. It's up 19% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over CACI on returns for 2026, with the stronger performance.