CLMB
Climb Global Solutions, Inc.
CLMB's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over CLMB overall, supported by stronger valuation and stronger modeled upside.
CLMB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Strong |
CLMB's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CLMB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $18.74 | -57% |
| Fair | 20x | $26.20 | -39% |
| Forward | 21x | $43.09 | — |
| Expensive | 26x | $33.59 | -22% |
| Current | 33x | $43.09 | — |
Historical ranges are pointers, not guarantees.
CLMB's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 21x 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 CLMB in the historical PE scenario, which offers more potential upside but is not a forecast.
CLMB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for CLMB, with profitability holding steady. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over CLMB on the outlook, with more favorable profitability expectations.
CLMB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.06 | +60% |
| Q3 2026 | $1.29 | +11% |
| Q2 2026 | $1.11 | -7.5% |
| Q1 2026 | $1.14 | +6.5% |
| Q4 2025 | $1.16 | +15% |
| Q3 2025 | $1.16 | +26% |
| Q2 2025 | $1.20 | +58% |
| Q1 2025 | $1.07 | +65% |
| Q4 2024 | $1.01 | +49% |
CLMB earned $1.29 per share over the past year, up 11% from the year before.
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 has the edge over CLMB on earnings, with more consistent year-over-year improvement.
CLMB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $220.3M | +37% |
| Q2 2026 | $174.2M | +9.4% |
| Q1 2026 | $182.4M | +32% |
| Q4 2025 | $193.8M | +20% |
| Q3 2025 | $161.3M | +35% |
| Q2 2025 | $159.3M | +73% |
| Q1 2025 | $138M | +49% |
| Q4 2024 | $161.8M | +51% |
CLMB's revenue has grown year over year for 17 quarters in a row: $220M last quarter, up 37% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.5% | +0.2 points |
| Q2 2026 | 4.2% | -0.8 points |
| Q1 2026 | 2.1% | -1.3 points |
| Q4 2025 | 4.9% | -2.3 points |
| Q3 2025 | 4.3% | -2.8 points |
| Q2 2025 | 5% | +0.4 points |
| Q1 2025 | 3.5% | -0.3 points |
| Q4 2024 | 7.3% | +0.3 points |
CLMB's operating margin was 4.5% last quarter, about level with 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 CLMB 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 CLMB on profitability, with a higher operating margin.
CLMB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.1M | -50% |
| Q2 2026 | $14.9M | +$17.1M |
| Q1 2026 | $16.3M | +93% |
| Q4 2025 | -$11.9M | -174% |
| Q3 2025 | $22.2M | +$25.8M |
| Q2 2025 | -$2.2M | -130% |
| Q1 2025 | $8.5M | -40% |
| Q4 2024 | $16M | +324% |
CLMB still generates free cash flow, though less than at its 2023 peak: $30M over the past year.
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 CLMB on cash flow, with more consistent year-over-year improvement.
CLMB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +27K shares |
| 1 year | +1% | +179K shares |
| 3 years | +3.8% | +667K shares |
| 5 years | +7% | +1.2M shares |
| Available history | +3.6% | +639K shares |
CLMB has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $182,000 |
| Q2 2026 | $146,000 |
| Q1 2026 | $1.5M |
| Q4 2025 | $320,000 |
| Q3 2025 | $307,000 |
| Q2 2025 | $540,000 |
| Q1 2025 | $883,000 |
| Q4 2024 | $555,000 |
CLMB spent $2M buying back its own shares over the past year, down 6.3% 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.
CLMB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.3x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | -0.9x | Net Cash |
CLMB has the edge over MU on leverage, with a lower net debt burden relative to earnings.
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 more cash than debt.
CLMB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 78.6 | Overbought |
| Stochastic | 84.0 | Overbought |
CLMB's weekly RSI is 79 (overbought) and its Stochastic is 84 (overbought).
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).
CLMB PE vs Technology Sector
| Metric | CLMB | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 20% above |
| PE % | 95 | 35 | 60 pts above |
CLMB is trading at 33x earnings, a 20% premium to 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 CLMB on valuation relative to its sector.
CLMB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.7 | 21% above |
| 20 week MA | $30.6 | 41% above |
| 50 week MA | $26.8 | 61% above |
| 100 week MA | $28.0 | 54% above |
| 200 week MA | $21.8 | 98% above |
CLMB 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.
CLMB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $4.01 | $4.85 | +21% |
| 2021 | $4.85 | $8.92 | +84% |
| 2022 | $8.92 | $7.82 | -12% |
| 2023 | $7.82 | $13.7 | +75% |
| 2024 | $13.7 | $31.6 | +130% |
| 2025 | $31.6 | $26.0 | -18% |
| 2026 YTD | $26.0 | $43.1 | +66% |
CLMB has finished higher in four of the last six years, three of them by more than 50%. It's up 66% 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 CLMB on returns for 2026, with the stronger performance.