EVCM
EverCommerce Inc.
EVCM's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over EVCM overall, supported by stronger valuation and stronger modeled upside.
EVCM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Under pressure |
EVCM's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
EVCM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $6.98 | — |
| Current | 44x | $6.98 | — |
| Cheap | 48x | $7.66 | +9.7% |
| Fair | 53x | $8.48 | +22% |
| Expensive | 104x | $16.61 | +138% |
Historical ranges are pointers, not guarantees.
EVCM 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.
EVCM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect EVCM'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 EVCM on the outlook, with more favorable revenue expectations.
EVCM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.66 | +314% |
| Q3 2026 | $0.16 | +$0.16 |
| Q2 2026 | $0.19 | +$0.30 |
| Q1 2026 | $0.18 | +$0.35 |
| Q4 2025 | $0.10 | +$0.32 |
| Q3 2025 | $0.00 | +$0.29 |
| Q2 2025 | -$0.11 | +$0.13 |
| Q1 2025 | -$0.17 | +$0.05 |
| Q4 2024 | -$0.22 | +$0.02 |
EVCM has returned to profit: it earned $0.16 per share over the past year, after losing money 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'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.
EVCM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $151.4M | +2.7% |
| Q2 2026 | $152M | +2.7% |
| Q1 2026 | $147.5M | +3.6% |
| Q4 2025 | $151.2M | -14% |
| Q3 2025 | $147.5M | -16% |
| Q2 2025 | $148M | -17% |
| Q1 2025 | $142.3M | -16% |
| Q4 2024 | $175M | +3.3% |
EVCM's revenue has held roughly level: $151M last quarter, up 2.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.5% | -2.3 points |
| Q2 2026 | 11% | +0.8 points |
| Q1 2026 | 8.5% | -1.5 points |
| Q4 2025 | 8.8% | +16 points |
| Q3 2025 | 11% | +5.2 points |
| Q2 2025 | 11% | +6.8 points |
| Q1 2025 | 10% | +13 points |
| Q4 2024 | -6.8% | -6.6 points |
EVCM's operating margin was 8.5% last quarter, down 2.3 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 EVCM 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 EVCM on profitability, with a higher operating margin.
EVCM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.7M | +3.7% |
| Q2 2026 | $27.9M | +5.4% |
| Q1 2026 | $23.7M | -21% |
| Q4 2025 | $21M | -56% |
| Q3 2025 | $31.6M | +15% |
| Q2 2025 | $26.5M | +14% |
| Q1 2025 | $30.2M | +134% |
| Q4 2024 | $48.2M | +37% |
EVCM generated $105M in free cash flow over the past year, down 23% 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 EVCM on cash flow, with more consistent year-over-year improvement.
EVCM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -1.7M shares |
| 1 year | -3.6% | -6.6M shares |
| 3 years | -6.2% | -11.7M shares |
| 5 years | +305% | +133M shares |
| Available history | -7.9% | -15.2M shares |
EVCM has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $15.7M |
| Q2 2026 | $14.7M |
| Q1 2026 | $13.8M |
| Q4 2025 | $24.6M |
| Q3 2025 | $28.9M |
| Q2 2025 | $20.5M |
| Q1 2025 | $11.1M |
| Q4 2024 | $7.1M |
EVCM spent $69M buying back its own shares over the past year, up 1.9% 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.
EVCM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.2x | Elevated |
| Q2 2026 | 3.1x | Elevated |
| Q1 2026 | 3.2x | Elevated |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 3.9x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.7x | Elevated |
| Q4 2024 | 4.4x | High |
EVCM's net debt is about 3.2 years of its operating earnings (EBITDA), down from 3.9 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 EVCM on leverage, with a lower net debt burden relative to earnings.
EVCM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.8 | Neutral |
| Stochastic | 32.6 | Neutral |
EVCM's weekly RSI is 38 (neutral) and its Stochastic is 33 (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).
EVCM PE vs Technology Sector
| Metric | EVCM | Sector median | Relative |
|---|---|---|---|
| PE | 44x | 28x | 57% above |
| PE % | 11 | 43 | 32 pts below |
EVCM is trading at 44x earnings, a 57% premium to the Technology sector's median of 28x, though its earnings don't support one.
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 EVCM on valuation relative to its sector.
EVCM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $8.64 | 19% below |
| 20 week MA | $9.36 | 25% below |
| 50 week MA | $10.4 | 33% below |
| 100 week MA | $10.4 | 33% below |
| 200 week MA | $10.4 | 33% below |
EVCM is in a downtrend: it's below all five of its weekly moving averages, and 33% 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 EVCM on trend strength, trading above more of its moving averages.
EVCM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $17.2 | $16.8 | -2.7% |
| 2022 | $16.8 | $6.68 | -60% |
| 2023 | $6.68 | $11.0 | +65% |
| 2024 | $11.0 | $11.2 | +1.1% |
| 2025 | $11.2 | $12.0 | +7.8% |
| 2026 YTD | $12.0 | $6.98 | -42% |
EVCM is down 42% so far in 2026, after finishing higher in three of the previous five years.
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 EVCM on returns for 2026, with the stronger performance.