FIS
Fidelity National Information Services, Inc.
FIS trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over FIS overall, supported by stronger modeled upside and stronger valuation.
FIS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Weak |
FIS's revenue, profitability and cash flow are currently strong, 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.
FIS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 4.2x | $28.36 | — |
| Forward | 5.1x | $28.36 | — |
| Cheap | 31x | $207 | +630% |
| Fair | 67x | $447 | +1477% |
| Expensive | 376x | $2,518 | +8780% |
Historical ranges are pointers, not guarantees.
FIS 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.
FIS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Decline | |
| Growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect FIS's revenue to grow, but its earnings and profitability to decline. 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 FIS on the outlook, with more favorable valuation and earnings expectations.
FIS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.53 | -17% |
| Q3 2026 | $6.70 | +2381% |
| Q2 2026 | $6.51 | +3517% |
| Q1 2026 | $5.16 | +239% |
| Q4 2025 | $0.73 | -72% |
| Q3 2025 | $0.27 | -89% |
| Q2 2025 | $0.18 | -87% |
| Q1 2025 | $1.52 | +$11.75 |
| Q4 2024 | $2.62 | +$13.86 |
FIS's earnings per share have jumped to their highest in seven years: $6.70 over the past year, up from $0.27 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 FIS on earnings, with more consistent year-over-year improvement.
FIS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.5B | +27% |
| Q2 2026 | $3.4B | +29% |
| Q1 2026 | $3.3B | +30% |
| Q4 2025 | $2.8B | +8.2% |
| Q3 2025 | $2.7B | +5.7% |
| Q2 2025 | $2.6B | +5.1% |
| Q1 2025 | $2.5B | +2.6% |
| Q4 2024 | $2.6B | +3.5% |
FIS's revenue has grown year over year for nine quarters in a row: $3.5B last quarter, up 27% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | +2.3 points |
| Q2 2026 | 15% | -0.6 points |
| Q1 2026 | 13% | -0.9 points |
| Q4 2025 | 19% | -0.2 points |
| Q3 2025 | 17% | -2.3 points |
| Q2 2025 | 16% | +0.4 points |
| Q1 2025 | 14% | -0.9 points |
| Q4 2024 | 19% | +5.8 points |
FIS's operating margin was 19% last quarter, up 2.3 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 FIS 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 FIS on profitability, with a higher operating margin.
FIS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $910M | -4.4% |
| Q2 2026 | $468M | +36% |
| Q1 2026 | $663M | +58% |
| Q4 2025 | $739M | -3.3% |
| Q3 2025 | $952M | +139% |
| Q2 2025 | $343M | -5.5% |
| Q1 2025 | $420M | +135% |
| Q4 2024 | $764M | -49% |
FIS's free cash flow has been positive every quarter for seven years: $2.8B over the past year, up 12% 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 FIS on cash flow, with more consistent year-over-year improvement.
FIS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -1.1% | -6M shares |
| 3 years | -13% | -75M shares |
| 5 years | -16% | -102M shares |
| Available history | -17% | -108M shares |
FIS has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $23M |
| Q2 2026 | $52M |
| Q1 2026 | $67M |
| Q4 2025 | $293M |
| Q3 2025 | $308M |
| Q2 2025 | $287M |
| Q1 2025 | $537M |
| Q4 2024 | $1B |
FIS spent $435M buying back its own shares over the past year, down 80% 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.
FIS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.4x | High |
| Q2 2026 | 4.9x | High |
| Q1 2026 | 5.2x | High |
| Q4 2025 | 3.4x | Elevated |
| Q3 2025 | 3.5x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 3.0x | Elevated |
FIS's net debt is about 4.4 years of its operating earnings (EBITDA), up from 3.5 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 FIS on leverage, with a lower net debt burden relative to earnings.
FIS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 29.5 | Oversold |
| Stochastic | 15.9 | Oversold |
FIS's weekly RSI is 29 (oversold) and its Stochastic is 16 (oversold).
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).
FIS PE vs Technology Sector
| Metric | FIS | Sector median | Relative |
|---|---|---|---|
| PE | 4.2x | 28x | 85% below |
| PE % | 0 | 35 | 35 pts below |
FIS has the edge over MU on valuation relative to its sector.
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.
FIS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $33.9 | 16% below |
| 20 week MA | $38.4 | 26% below |
| 50 week MA | $46.0 | 38% below |
| 100 week MA | $60.0 | 53% below |
| 200 week MA | $63.5 | 55% below |
FIS is in a downtrend: it's below all five of its weekly moving averages, and 55% 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 FIS on trend strength, trading above more of its moving averages.
FIS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $139.8 | $140.8 | +0.7% |
| 2021 | $140.8 | $109.1 | -23% |
| 2022 | $109.1 | $66.9 | -39% |
| 2023 | $66.9 | $60.1 | -10% |
| 2024 | $60.1 | $81.6 | +36% |
| 2025 | $81.6 | $67.2 | -18% |
| 2026 YTD | $67.2 | $28.4 | -58% |
FIS has finished lower in four of the last six years. It's down 58% 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 FIS on returns for 2026, with the stronger performance.