GFS
GLOBALFOUNDRIES Inc.
There isn't enough reported data to score GFS yet.
MU
Micron Technology, Inc.
MU's fundamentals are strong and it looks cheap: trading at 11x earnings, about half its usual 22x. Analysts expect strong earnings growth.
GFS Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Healthy | |
| Unavailable | |
| Strong |
GFS's profitability and balance sheet are currently healthy. There isn't enough data to rate its revenue and cash flow.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
GFS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $42.62 | — |
| Cheap | 22x | $7.78 | -82% |
| Fair | 32x | $11.50 | -73% |
| Expensive | 54x | $19.41 | -54% |
| Current | 118x | $42.62 | — |
Historical ranges are pointers, not guarantees.
GFS's PE is 118x, but its earnings don't support one, so it isn't a reliable read right now.
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 has the edge over GFS in the historical PE scenario, which offers more potential upside but is not a forecast.
GFS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for GFS, 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.
GFS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.38 | +560% |
| Q3 2026 | $0.36 | +$0.45 |
| Q4 2025 | $1.59 | +$2.08 |
| Q3 2025 | -$0.09 | -107% |
| Q4 2024 | -$0.49 | -127% |
| Q3 2024 | $1.32 | -48% |
| Q4 2023 | $1.83 | -30% |
| Q4 2022 | $2.62 | +$3.11 |
| Q4 2021 | -$0.49 | +$2.10 |
GFS's earnings per share have fallen from their peak: $0.36 over the past year, against $2.75 in early 2023.
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 GFS in the latest year-over-year earnings comparison.
GFS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.3B | +215% |
| Q4 2025 | $1.8B | 0% |
| Q3 2025 | $1.7B | -66% |
| Q4 2024 | $1.8B | -1.3% |
| Q3 2024 | $4.9B | +166% |
| Q4 2023 | $1.9B | -12% |
| Q3 2023 | $1.9B | -11% |
| Q2 2023 | $1.8B | -7.4% |
MU has the stronger quarterly revenue trend. Revenue is up 236% for GFS versus up 379% for MU.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +1.5 points |
| Q4 2025 | 14% | +52 points |
| Q3 2025 | 12% | +1.7 points |
| Q2 2025 | 12% | -4.7 points |
| Q1 2025 | 9.5% | -4.6 points |
| Q4 2024 | -38% | -53 points |
| Q3 2024 | 9.9% | -5.8 points |
| Q4 2023 | 16% | +2.6 points |
GFS's operating margin was 11% last quarter, up 1.5 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's revenue has grown year over year for 12 quarters in a row: $54.2B last quarter, up 379% from the same quarter a year ago.
| 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 GFS on profitability, with a higher operating margin.
GFS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $264M | -35% |
| Q4 2025 | $166M | -26% |
| Q3 2025 | $406M | -54% |
| Q4 2024 | $223M | -41% |
| Q3 2024 | $874M | +680% |
| Q4 2023 | $379M | +$938M |
| Q3 2023 | $112M | +44% |
| Q2 2023 | $156M | +$343M |
MU has the stronger cash trend. Its trailing FCF is up 3,213% versus its history, compared with GFS at up 47%.
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.
GFS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -6M shares |
| 1 year | -0.9% | -5M shares |
| 3 years | -0.2% | -1M shares |
GFS has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $200M |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
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.
GFS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.8x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
| Q3 2024 | 0.0x | Very low |
| Q4 2023 | -0.0x | Net Cash |
| Q3 2023 | 0.2x | Very low |
| Q2 2023 | 0.2x | Very low |
GFS's net debt is less than a year of its operating earnings (EBITDA).
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 GFS on leverage, with a lower net debt burden relative to earnings.
GFS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.3 | Neutral |
| Stochastic | 18.6 | Oversold |
GFS's weekly RSI is 40 (neutral) and its Stochastic is 19 (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).
GFS PE vs Technology Sector
| Metric | GFS | Sector median | Relative |
|---|---|---|---|
| PE | 118x | 28x | 325% above |
| PE % | 93 | 46 | 47 pts above |
GFS is trading at 118x earnings, a 325% 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 GFS on valuation relative to its sector.
GFS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.2 | 5.7% below |
| 20 week MA | $50.1 | 15% below |
| 50 week MA | $52.5 | 19% below |
| 100 week MA | $44.8 | 4.8% below |
| 200 week MA | $49.4 | 14% below |
GFS is in a downtrend: it's below all five of its weekly moving averages, and 14% 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 GFS on trend strength, trading above more of its moving averages.
GFS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $48.7 | $61.7 | +27% |
| 2022 | $61.7 | $54.7 | -11% |
| 2023 | $54.7 | $60.6 | +11% |
| 2024 | $60.6 | $44.2 | -27% |
| 2025 | $44.2 | $35.8 | -19% |
| 2026 YTD | $35.8 | $42.6 | +19% |
GFS has finished lower in three of the last five years. It's up 19% 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 GFS on returns for 2026, with the stronger performance.