DSGX
The Descartes Systems Group Inc.
DSGX has slightly lower modeled downside risk, despite its lower overall score.
MU
Micron Technology, Inc.
MU has the edge over DSGX overall, supported by stronger modeled upside and stronger valuation.
DSGX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
DSGX's revenue, profitability, cash flow and balance sheet are all currently healthy.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
DSGX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 37x | $95.47 | — |
| Current | 43x | $95.47 | — |
| Cheap | 56x | $123 | +29% |
| Fair | 68x | $150 | +57% |
| Expensive | 110x | $242 | +154% |
Historical ranges are pointers, not guarantees.
DSGX 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.
DSGX Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for DSGX, 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.
DSGX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.58 | +17% |
| Q3 2026 | $2.20 | +30% |
| Q2 2026 | $2.06 | +24% |
| Q1 2026 | $1.91 | +16% |
| Q4 2025 | $1.77 | +11% |
| Q3 2025 | $1.69 | +15% |
| Q2 2025 | $1.66 | +19% |
| Q1 2025 | $1.65 | +24% |
| Q4 2024 | $1.59 | +21% |
DSGX's earnings per share have climbed steadily: $2.20 over the past year, up 30% from the year before, and higher year over year every quarter since late 2020.
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.
DSGX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $201.1M | +12% |
| Q2 2026 | $193.6M | +15% |
| Q1 2026 | $194.6M | +16% |
| Q4 2025 | $185.8M | +10% |
| Q3 2025 | $179.8M | +10% |
| Q2 2025 | $168.7M | +11% |
| Q1 2025 | $167.5M | +13% |
| Q4 2024 | $168.8M | +17% |
DSGX's revenue has grown year over year every quarter since late 2020: $201M last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 33% | +6.4 points |
| Q2 2026 | 33% | +5.5 points |
| Q1 2026 | 33% | +5 points |
| Q4 2025 | 33% | +6 points |
| Q3 2025 | 27% | -1.3 points |
| Q2 2025 | 27% | -0.6 points |
| Q1 2025 | 28% | +3.1 points |
| Q4 2024 | 27% | +4.7 points |
DSGX's operating margin was 33% last quarter, up 6.4 points from the same quarter a year ago, near the top of its range since 2019.
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 DSGX 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 DSGX on profitability, with a higher operating margin.
DSGX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $78.9M | +27% |
| Q2 2026 | $73.2M | +41% |
| Q1 2026 | $75.9M | +30% |
| Q4 2025 | $71.5M | +22% |
| Q3 2025 | $62.1M | +88% |
| Q2 2025 | $51.7M | -15% |
| Q1 2025 | $58.6M | +16% |
| Q4 2024 | $58.8M | +7.8% |
DSGX's free cash flow has been positive every quarter for seven years: $300M over the past year, up 29% 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 generated $59B in free cash flow over the past year, more than ten times what it generated the year before.
DSGX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -334K shares |
| 1 year | -0.6% | -530K shares |
| 3 years | +0.3% | +277K shares |
| 5 years | +1.1% | +932K shares |
| Available history | +2% | +1.7M shares |
DSGX has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $24.2M |
| Q2 2026 | $21M |
| Q1 2026 | $911,573 |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
DSGX spent $46M buying back its own shares over the past year, after none 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.
DSGX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.2x | Net Cash |
| Q2 2026 | -1.2x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.6x | Net Cash |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | -0.7x | Net Cash |
DSGX 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.
DSGX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 66.7 | Neutral |
| Stochastic | 89.2 | Overbought |
DSGX's weekly RSI is 67 (neutral) and its Stochastic is 89 (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).
DSGX PE vs Technology Sector
| Metric | DSGX | Sector median | Relative |
|---|---|---|---|
| PE | 43x | 28x | 56% above |
| PE % | 11 | 35 | 24 pts below |
DSGX is trading at 43x earnings, a 56% 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 DSGX on valuation relative to its sector.
DSGX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $87.8 | 8.7% above |
| 20 week MA | $80.7 | 18% above |
| 50 week MA | $77.5 | 23% above |
| 100 week MA | $90.4 | 5.6% above |
| 200 week MA | $88.9 | 7.5% above |
DSGX 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.
DSGX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $42.7 | $59.7 | +40% |
| 2021 | $59.7 | $80.9 | +36% |
| 2022 | $80.9 | $68.5 | -15% |
| 2023 | $68.5 | $84.1 | +23% |
| 2024 | $84.1 | $114.0 | +36% |
| 2025 | $114.0 | $89.4 | -22% |
| 2026 YTD | $89.4 | $95.5 | +6.7% |
DSGX has finished higher in four of the last six years. It's up 6.7% 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 DSGX on returns for 2026, with the stronger performance.