CLVT
Clarivate Plc
CLVT trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over CLVT overall, supported by stronger fundamentals and stronger valuation.
CLVT Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Under pressure | |
| Healthy | |
| Weak |
CLVT's cash flow is currently healthy, but its revenue, profitability and balance sheet are under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CLVT PE Valuation
CLVT has no meaningful PE right now: it lost money over the past year.
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's PE is in its cheap range at 11x. If earnings grow as analysts expect, today's price would be 4.6x next year's earnings.
CLVT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Decline | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect CLVT's earnings and revenue to decline, though with profitability improving.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over CLVT on the outlook, with more favorable earnings and revenue expectations.
CLVT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.62 | — |
| Q3 2026 | -$0.61 | -$0.04 |
| Q2 2026 | -$0.52 | +$0.10 |
| Q1 2026 | -$0.21 | +$0.76 |
| Q4 2025 | -$0.30 | +$0.66 |
| Q3 2025 | -$0.57 | +$1.41 |
| Q2 2025 | -$0.62 | +$1.28 |
| Q1 2025 | -$0.97 | +$0.68 |
| Q4 2024 | -$0.96 | +$0.51 |
CLVT is still losing money, but far less than before: $0.61 per share over the past year, against $6.35 at its worst in mid-2023.
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 CLVT on earnings quality, reporting a profit while its opponent remains loss making.
CLVT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $481.6M | -23% |
| Q2 2026 | $587.3M | -5.5% |
| Q1 2026 | $585.5M | -1.4% |
| Q4 2025 | $617M | -6.9% |
| Q3 2025 | $623.1M | +0.1% |
| Q2 2025 | $621.4M | -4.4% |
| Q1 2025 | $593.7M | -4.4% |
| Q4 2024 | $663M | -3% |
CLVT's revenue has slid since its 2022 peak: $482M last quarter, down 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.3% | +1.3 points |
| Q2 2026 | -34% | -35 points |
| Q1 2026 | 5.2% | +8.7 points |
| Q4 2025 | 6.7% | +16 points |
| Q3 2025 | 7.1% | +3.6 points |
| Q2 2025 | 1.1% | +38 points |
| Q1 2025 | -3.5% | -4.3 points |
| Q4 2024 | -9.4% | +106 points |
CLVT's operating margin was 8.3% last quarter, up 1.3 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 CLVT on sales, with more consistent year-over-year improvement.
| 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 CLVT on profitability, with a higher operating margin.
CLVT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $110.2M | -4.6% |
| Q2 2026 | $44M | -13% |
| Q1 2026 | $78.9M | -28% |
| Q4 2025 | $89.2M | +51% |
| Q3 2025 | $115.5M | -8.6% |
| Q2 2025 | $50.3M | -17% |
| Q1 2025 | $110.3M | -1.3% |
| Q4 2024 | $59.1M | -53% |
CLVT still generates free cash flow, though less than at its 2023 peak: $322M 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 CLVT on cash flow, with more consistent year-over-year improvement.
CLVT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +300K shares |
| 1 year | -4.3% | -28.6M shares |
| 3 years | -4.7% | -31.2M shares |
| 5 years | +4.7% | +28.6M shares |
| Available history | +86% | +297M shares |
CLVT has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $18.1M |
| Q4 2025 | $75M |
| Q3 2025 | $50M |
| Q2 2025 | $49.5M |
| Q1 2025 | $50M |
| Q4 2024 | $100M |
CLVT spent $93M buying back its own shares over the past year, down 63% 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.
CLVT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 6.1x | High |
| Q2 2026 | 6.0x | High |
| Q1 2026 | 4.6x | High |
| Q4 2025 | 4.9x | High |
| Q3 2025 | 5.7x | High |
| Q2 2025 | 6.1x | High |
| Q1 2025 | 9.7x | High |
| Q4 2024 | 9.4x | High |
CLVT's net debt is about 6.1 years of its operating earnings (EBITDA), up from 5.7 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 CLVT on leverage, with a lower net debt burden relative to earnings.
CLVT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.8 | Neutral |
| Stochastic | 66.9 | Neutral |
CLVT's weekly RSI is 54 (neutral) and its Stochastic is 67 (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).
CLVT PE vs Technology Sector
| Metric | CLVT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
CLVT has no meaningful PE right now: it lost money over the past year.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
CLVT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.85 | 24% above |
| 20 week MA | $1.99 | 16% above |
| 50 week MA | $2.38 | 3.4% below |
| 100 week MA | $3.29 | 30% below |
| 200 week MA | $5.46 | 58% below |
CLVT has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 58% below its 200-week average.
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 the edge over CLVT on trend strength, trading above more of its moving averages.
CLVT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.0 | $30.1 | +77% |
| 2021 | $30.1 | $24.7 | -18% |
| 2022 | $24.7 | $8.16 | -67% |
| 2023 | $8.16 | $9.26 | +13% |
| 2024 | $9.26 | $5.12 | -45% |
| 2025 | $5.12 | $3.50 | -32% |
| 2026 YTD | $3.50 | $2.30 | -34% |
CLVT has finished lower in four of the last six years. It's down 34% 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 CLVT on returns for 2026, with the stronger performance.