CTSH
Cognizant Technology Solutions Corporation
CTSH has slightly lower modeled downside risk, despite its lower overall score.
MU
Micron Technology, Inc.
MU has the edge over CTSH overall, supported by stronger fundamentals and stronger modeled upside.
CTSH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
CTSH's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
CTSH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 10x | $63.75 | — |
| Current | 12x | $63.75 | — |
| Cheap | 14x | $75.47 | +18% |
| Fair | 17x | $92.95 | +46% |
| Expensive | 23x | $128 | +100% |
Historical ranges are pointers, not guarantees.
CTSH has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
CTSH Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Improving | |
| Moderate | |
| High |
Analysts expect CTSH's earnings to grow and its profitability to improve, with its revenue holding steady.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over CTSH on the outlook, with more favorable revenue expectations.
CTSH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.16 | +12% |
| Q3 2026 | $5.49 | +27% |
| Q2 2026 | $4.66 | -5.3% |
| Q1 2026 | $4.61 | -2.9% |
| Q4 2025 | $4.56 | +1.1% |
| Q3 2025 | $4.31 | -4.9% |
| Q2 2025 | $4.92 | +12% |
| Q1 2025 | $4.75 | +14% |
| Q4 2024 | $4.51 | +7.1% |
CTSH earned $5.49 per share over the past year, up 27% 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 CTSH on earnings, with more consistent year-over-year improvement.
CTSH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.7B | +4.6% |
| Q2 2026 | $5.5B | +4.5% |
| Q1 2026 | $5.4B | +5.8% |
| Q4 2025 | $5.3B | +4.9% |
| Q3 2025 | $5.4B | +7.4% |
| Q2 2025 | $5.2B | +8.1% |
| Q1 2025 | $5.1B | +7.5% |
| Q4 2024 | $5.1B | +6.8% |
CTSH's revenue has grown year over year for nine quarters in a row: $5.7B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | -0.6 points |
| Q2 2026 | 16% | +0.4 points |
| Q1 2026 | 16% | -1.1 points |
| Q4 2025 | 16% | +1.2 points |
| Q3 2025 | 16% | +1.4 points |
| Q2 2025 | 16% | +1 points |
| Q1 2025 | 17% | +2.1 points |
| Q4 2024 | 15% | -0.4 points |
CTSH's operating margin was 15% last quarter, down 0.6 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 CTSH 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 CTSH on profitability, with a higher operating margin.
CTSH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $925M | -20% |
| Q2 2026 | $459M | +39% |
| Q1 2026 | $198M | -39% |
| Q4 2025 | $781M | -6.7% |
| Q3 2025 | $1.2B | +47% |
| Q2 2025 | $331M | +81% |
| Q1 2025 | $323M | +1919% |
| Q4 2024 | $837M | +27% |
CTSH generated $2.4B in free cash flow over the past year, down 11% 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 CTSH on cash flow, with more consistent year-over-year improvement.
CTSH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.4% | -16M shares |
| 1 year | -7.6% | -37M shares |
| 3 years | -11% | -55M shares |
| 5 years | -14% | -76M shares |
| Available history | -20% | -110M shares |
CTSH has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $270M |
| Q2 2026 | $1.2B |
| Q1 2026 | $444M |
| Q4 2025 | $338M |
| Q3 2025 | $463M |
| Q2 2025 | $368M |
| Q1 2025 | $209M |
| Q4 2024 | $154M |
CTSH spent $2.2B buying back its own shares over the past year, up 86% 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.
CTSH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
CTSH's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt 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 CTSH on leverage, with a lower net debt burden relative to earnings.
CTSH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.9 | Neutral |
| Stochastic | 57.3 | Neutral |
CTSH's weekly RSI is 55 (neutral) and its Stochastic is 57 (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).
CTSH PE vs Technology Sector
| Metric | CTSH | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 28x | 58% below |
| PE % | 3 | 35 | 32 pts below |
CTSH is trading at 12x earnings, a 58% discount 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 CTSH on valuation relative to its sector.
CTSH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $63.2 | 1% above |
| 20 week MA | $58.0 | 9.9% above |
| 50 week MA | $62.4 | 2.1% above |
| 100 week MA | $69.0 | 7.6% below |
| 200 week MA | $69.5 | 8.3% below |
CTSH has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 8.3% 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.
CTSH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $62.2 | $81.1 | +30% |
| 2021 | $81.1 | $86.3 | +6.4% |
| 2022 | $86.3 | $56.0 | -35% |
| 2023 | $56.0 | $75.5 | +35% |
| 2024 | $75.5 | $79.2 | +4.9% |
| 2025 | $79.2 | $85.6 | +8% |
| 2026 YTD | $85.6 | $63.8 | -25% |
CTSH has finished higher in five of the last six years. It's down 25% 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 CTSH on returns for 2026, with the stronger performance.