DSP
Viant Technology Inc.
DSP trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over DSP overall, supported by stronger modeled upside and stronger fundamentals.
DSP Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
DSP'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.
DSP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 33x | $9.44 | -19% |
| Current | 40x | $11.59 | — |
| Forward | 52x | $11.59 | — |
| Fair | 83x | $24.08 | +108% |
| Expensive | 112x | $32.49 | +180% |
Historical ranges are pointers, not guarantees.
DSP 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.
DSP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Strong growth | |
| Stable | |
| Limited | |
| High |
Analysts expect DSP's revenue to grow, with its earnings and profitability holding steady.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over DSP on the outlook, with more favorable valuation and earnings expectations.
DSP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.22 | -24% |
| Q3 2026 | $0.29 | +142% |
| Q2 2026 | $0.35 | +133% |
| Q1 2026 | $0.40 | +208% |
| Q4 2025 | $0.36 | +157% |
| Q3 2025 | $0.12 | +71% |
| Q2 2025 | $0.15 | +$0.20 |
| Q1 2025 | $0.13 | +$0.25 |
| Q4 2024 | $0.14 | +$0.37 |
DSP's earnings per share have fallen from their peak: $0.29 over the past year, against $1.43 in 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.
DSP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $110.4M | +29% |
| Q2 2026 | $104.3M | +34% |
| Q1 2026 | $88.5M | +25% |
| Q4 2025 | $110.1M | +22% |
| Q3 2025 | $85.6M | +7.1% |
| Q2 2025 | $77.9M | +18% |
| Q1 2025 | $70.6M | +32% |
| Q4 2024 | $90.1M | +40% |
DSP's revenue has grown year over year for 14 quarters in a row: $110M last quarter, up 29% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.7% | -3.3 points |
| Q2 2026 | -3.7% | -3.7 points |
| Q1 2026 | -4.5% | +2.4 points |
| Q4 2025 | 12% | +5 points |
| Q3 2025 | 4.9% | -0.1 points |
| Q2 2025 | 0% | +1.2 points |
| Q1 2025 | -6.9% | +3.8 points |
| Q4 2024 | 6.5% | +5.2 points |
DSP's operating margin was 1.7% last quarter, down 3.3 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 DSP 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 DSP on profitability, with a higher operating margin.
DSP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.1M | +44% |
| Q2 2026 | $27.6M | +35% |
| Q1 2026 | $2.6M | +$7.2M |
| Q4 2025 | $33M | +103% |
| Q3 2025 | $2.8M | -83% |
| Q2 2025 | $20.5M | +53% |
| Q1 2025 | -$4.6M | -238% |
| Q4 2024 | $16.3M | -29% |
DSP generated $67M in free cash flow over the past year, up 92% 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 DSP on cash flow, with more consistent year-over-year improvement.
DSP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -67% | -44M shares |
| 1 year | +6.6% | +1.3M shares |
| 3 years | +40% | +6.1M shares |
DSP has 21M diluted shares, up 6.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| 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 DSP 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.
DSP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -6.4x | Net Cash |
| Q2 2026 | -6.4x | Net Cash |
| Q1 2026 | -5.7x | Net Cash |
| Q4 2025 | -6.2x | Net Cash |
| Q3 2025 | -7.0x | Net Cash |
| Q2 2025 | -7.8x | Net Cash |
| Q1 2025 | -8.3x | Net Cash |
| Q4 2024 | -10.3x | Net Cash |
DSP 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.
DSP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.4 | Neutral |
| Stochastic | 55.0 | Neutral |
DSP's weekly RSI is 46 (neutral) and its Stochastic is 55 (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).
DSP PE vs Technology Sector
| Metric | DSP | Sector median | Relative |
|---|---|---|---|
| PE | 40x | 28x | 43% above |
| PE % | 34 | 40 | 6 pts below |
DSP is trading at 40x earnings, a 43% 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 DSP on valuation relative to its sector.
DSP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.7 | 8.5% below |
| 20 week MA | $12.6 | 7.8% below |
| 50 week MA | $11.8 | 1.7% below |
| 100 week MA | $12.8 | 9.1% below |
| 200 week MA | $10.4 | 12% above |
DSP has fallen below most of its moving averages, though it's still 12% above 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 DSP on trend strength, trading above more of its moving averages.
DSP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $65.5 | $10.2 | -84% |
| 2022 | $10.2 | $3.78 | -63% |
| 2023 | $3.78 | $6.89 | +82% |
| 2024 | $6.89 | $19.2 | +179% |
| 2025 | $19.2 | $12.0 | -38% |
| 2026 YTD | $12.0 | $11.6 | -3.3% |
DSP's yearly returns have swung widely, from +179% in 2024 to −84% in 2021. It's down 3.3% 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 DSP on returns for 2026, with the stronger performance.