CMRC
Commerce.com, Inc.
CMRC's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over CMRC overall, supported by stronger valuation and stronger fundamentals.
CMRC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
CMRC's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CMRC PE Valuation
CMRC 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.
CMRC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect CMRC's earnings to grow and its profitability to improve, with its revenue 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 CMRC on the outlook, with more favorable revenue expectations.
CMRC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.57 | — |
| Q3 2026 | -$0.09 | +$0.07 |
| Q2 2026 | -$0.08 | +$0.14 |
| Q1 2026 | -$0.19 | +$0.08 |
| Q4 2025 | -$0.24 | +$0.11 |
| Q3 2025 | -$0.16 | +$0.20 |
| Q2 2025 | -$0.22 | +$0.32 |
| Q1 2025 | -$0.27 | +$0.37 |
| Q4 2024 | -$0.35 | +$0.51 |
CMRC is still losing money, but far less than before: $0.09 per share over the past year, against $1.95 at its worst in late 2022.
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 CMRC on earnings quality, reporting a profit while its opponent remains loss making.
CMRC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $84.2M | -2.1% |
| Q2 2026 | $84.5M | +0.1% |
| Q1 2026 | $86.8M | +5.4% |
| Q4 2025 | $89.5M | +2.9% |
| Q3 2025 | $86M | +2.8% |
| Q2 2025 | $84.4M | +3.2% |
| Q1 2025 | $82.4M | +2.5% |
| Q4 2024 | $87M | +3.4% |
CMRC's revenue grew through 2024 and has held roughly level since: $84M last quarter, down 2.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -2.1% | -1.6 points |
| Q2 2026 | 3.2% | +11 points |
| Q1 2026 | 6.6% | +9.6 points |
| Q4 2025 | -7.4% | -6.5 points |
| Q3 2025 | -0.5% | +22 points |
| Q2 2025 | -8% | +8.4 points |
| Q1 2025 | -2.9% | +7.3 points |
| Q4 2024 | -0.9% | +5.9 points |
CMRC's operating margin was −2.1% last quarter, down 1.6 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 CMRC 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 CMRC on profitability, with a higher operating margin.
CMRC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.7M | -24% |
| Q2 2026 | $50K | -100% |
| Q1 2026 | $14.1M | +$14.5M |
| Q3 2025 | $7.6M | +36% |
| Q2 2025 | $11.9M | +1.4% |
| Q1 2025 | -$424K | +$3M |
| Q3 2024 | $5.6M | +$37M |
| Q2 2024 | $11.7M | -20% |
CMRC has burned cash in most quarters: $18M over the past year, down 28% 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 CMRC on cash flow, with more consistent year-over-year improvement.
CMRC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +164K shares |
| 1 year | +2.7% | +2.2M shares |
| 3 years | +10% | +7.6M shares |
| 5 years | +16% | +11.6M shares |
| Available history | +46% | +26.1M shares |
CMRC has 83M diluted shares, up 2.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2020 | — |
| Q4 2019 | — |
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 the edge over CMRC on shareholder dilution, with a more favorable share count trend.
| 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.
CMRC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.2x | High |
| Q2 2026 | 7.7x | High |
| Q1 2026 | 23.6x | High |
| Q3 2025 | 28.3x | High |
CMRC's net debt is about 5.2 years of its operating earnings (EBITDA).
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 CMRC on leverage, with a lower net debt burden relative to earnings.
CMRC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.5 | Neutral |
| Stochastic | 74.5 | Neutral |
CMRC's weekly RSI is 57 (neutral) and its Stochastic is 74 (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).
CMRC PE vs Technology Sector
CMRC 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.
CMRC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.43 | 3.2% above |
| 20 week MA | $3.06 | 16% above |
| 50 week MA | $3.13 | 13% above |
| 100 week MA | $4.21 | 16% below |
| 200 week MA | $6.25 | 43% below |
CMRC has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 43% 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 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.
CMRC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $79.0 | $72.8 | -7.8% |
| 2021 | $72.8 | $38.5 | -47% |
| 2022 | $38.5 | $8.34 | -78% |
| 2023 | $8.34 | $9.73 | +17% |
| 2024 | $9.73 | $6.13 | -37% |
| 2025 | $6.13 | $4.19 | -32% |
| 2026 YTD | $4.19 | $3.54 | -16% |
CMRC has finished lower in five of the last six years. It's down 16% 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 CMRC on returns for 2026, with the stronger performance.