GLOB
Globant S.A.
GLOB trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over GLOB overall, supported by stronger fundamentals and stronger modeled upside.
GLOB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
GLOB's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
GLOB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.5x | $45.75 | — |
| Current | 18x | $45.75 | — |
| Cheap | 27x | $69.32 | +52% |
| Fair | 58x | $149 | +225% |
| Expensive | 131x | $335 | +632% |
Historical ranges are pointers, not guarantees.
GLOB 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.
GLOB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect GLOB's earnings, revenue and profitability to hold roughly steady.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over GLOB on the outlook, with more favorable earnings and revenue expectations.
GLOB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.08 | +138% |
| Q2 2026 | $2.55 | +2% |
| Q1 2026 | $2.46 | -28% |
| Q4 2025 | $2.29 | -39% |
| Q3 2025 | $2.21 | -43% |
| Q2 2025 | $2.50 | -35% |
| Q1 2025 | $3.42 | -10% |
| Q4 2024 | $3.76 | +3.6% |
| Q3 2024 | $3.87 | +8.1% |
GLOB's earnings per share have fallen from their peak: $2.55 over the past year, against $3.87 in late 2024.
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 GLOB on earnings, with more consistent year-over-year improvement.
GLOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $614.4M | 0% |
| Q1 2026 | $607.1M | -0.7% |
| Q4 2025 | $612.5M | -4.7% |
| Q3 2025 | $617.1M | +0.4% |
| Q2 2025 | $614.2M | +4.5% |
| Q1 2025 | $611.1M | +7% |
| Q4 2024 | $642.5M | +11% |
| Q3 2024 | $614.7M | +13% |
GLOB's revenue grew through 2024 and has held roughly level since: $614M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.2% | +2.3 points |
| Q1 2026 | 9.1% | +1 points |
| Q4 2025 | 9.7% | +0.6 points |
| Q3 2025 | 11% | +0.2 points |
| Q2 2025 | 0.9% | -8.2 points |
| Q1 2025 | 8.2% | -0.2 points |
| Q4 2024 | 9.1% | -0.4 points |
| Q3 2024 | 11% | -0.6 points |
GLOB's operating margin was 3.2% last quarter, up 2.3 points from the same quarter a year ago, near the bottom 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 GLOB 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 GLOB on profitability, with a higher operating margin.
GLOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $12.6M | +$15.5M |
| Q1 2026 | $36.1M | +$41.8M |
| Q4 2025 | $202.3M | +18% |
| Q3 2025 | $67.5M | -3.2% |
| Q2 2025 | -$2.9M | +$25.1M |
| Q1 2025 | -$5.7M | -$877K |
| Q4 2024 | $171.9M | -15% |
| Q3 2024 | $69.7M | +15% |
GLOB generated $318M in free cash flow over the past year, up 37% 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 GLOB on cash flow, with more consistent year-over-year improvement.
GLOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -124K shares |
| 1 year | -2.4% | -1.1M shares |
| 3 years | -0.3% | -145K shares |
| 5 years | +3.8% | +1.6M shares |
| Available history | +14% | +5.4M shares |
GLOB has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GLOB hasn't bought back shares in the past year.
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.
GLOB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.7x | Very low |
| Q3 2024 | 0.3x | Very low |
GLOB's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as 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 GLOB on leverage, with a lower net debt burden relative to earnings.
GLOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 85.6 | Overbought |
GLOB's weekly RSI is 58 (neutral) and its Stochastic is 86 (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).
GLOB PE vs Technology Sector
| Metric | GLOB | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 7 | 35 | 28 pts below |
GLOB is trading at 18x earnings, a 36% discount 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 GLOB on valuation relative to its sector.
GLOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.3 | 11% above |
| 20 week MA | $38.0 | 20% above |
| 50 week MA | $45.7 | 0.2% above |
| 100 week MA | $78.9 | 42% below |
| 200 week MA | $135.4 | 66% below |
GLOB has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 66% 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 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.
GLOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $107.9 | $218.7 | +103% |
| 2021 | $218.7 | $297.7 | +36% |
| 2022 | $297.7 | $163.7 | -45% |
| 2023 | $163.7 | $238.0 | +45% |
| 2024 | $238.0 | $217.6 | -8.6% |
| 2025 | $217.6 | $67.5 | -69% |
| 2026 YTD | $67.5 | $45.8 | -32% |
GLOB's yearly returns have swung widely, from +103% in 2020 to −69% in 2025. It's down 32% 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 GLOB on returns for 2026, with the stronger performance.