III
Information Services Group, Inc.
III's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over III overall, supported by stronger valuation and stronger modeled upside.
III Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Healthy |
III's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
III PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $3.94 | -37% |
| Current | 25x | $6.25 | — |
| Forward | 25x | $6.25 | — |
| Fair | 27x | $6.64 | +6.3% |
| Expensive | 37x | $9.37 | +50% |
Historical ranges are pointers, not guarantees.
III's PE is in its fair range at 25.0x. On analysts' estimates for next year's earnings, today's price would be 24.8x.
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 III in the historical PE scenario, which offers more potential upside but is not a forecast.
III Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for III, with profitability improving.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over III on the outlook, with more favorable valuation expectations.
III Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.25 | +1% |
| Q3 2026 | $0.25 | +25% |
| Q2 2026 | $0.24 | +50% |
| Q1 2026 | $0.21 | +31% |
| Q4 2025 | $0.19 | +217% |
| Q3 2025 | $0.20 | +$0.27 |
| Q2 2025 | $0.16 | +$0.19 |
| Q1 2025 | $0.16 | +$0.18 |
| Q4 2024 | $0.06 | -50% |
III's earnings per share have fallen from their peak: $0.25 over the past year, against $0.39 in late 2022.
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 III on earnings, with more consistent year-over-year improvement.
III Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $65.1M | +4.4% |
| Q2 2026 | $65.5M | +6.4% |
| Q1 2026 | $61.2M | +2.7% |
| Q4 2025 | $61.2M | +5.9% |
| Q3 2025 | $62.4M | +1.8% |
| Q2 2025 | $61.6M | -4.2% |
| Q1 2025 | $59.6M | -7.3% |
| Q4 2024 | $57.8M | -13% |
III's revenue has grown year over year for five quarters in a row: $65M last quarter, up 4.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.9% | +2.5 points |
| Q2 2026 | 8.9% | +1.4 points |
| Q1 2026 | 8.2% | +2.5 points |
| Q4 2025 | 8.4% | +8.1 points |
| Q3 2025 | 7.4% | +0.4 points |
| Q2 2025 | 7.6% | +1.9 points |
| Q1 2025 | 5.7% | +9.4 points |
| Q4 2024 | 0.3% | +5.6 points |
III's operating margin was 9.9% last quarter, up 2.5 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 has the edge over III 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 III on profitability, with a higher operating margin.
III Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5M | +21% |
| Q2 2026 | $4.7M | -58% |
| Q1 2026 | -$1.5M | -1173% |
| Q4 2025 | $4.3M | -29% |
| Q3 2025 | $9.5M | +13% |
| Q2 2025 | $11.1M | +758% |
| Q1 2025 | $141K | -89% |
| Q4 2024 | $6M | -23% |
III still generates free cash flow, though less than at its 2020 peak: $19M over the past year.
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 III on cash flow, with more consistent year-over-year improvement.
III Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.2% | +620K shares |
| 1 year | 0% | +23K shares |
| 3 years | +0.4% | +203K shares |
| 5 years | -2% | -1.1M shares |
| Available history | +6% | +2.8M shares |
III has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.7M |
| Q2 2026 | — |
| Q1 2026 | $1.3M |
| Q4 2025 | $2M |
| Q3 2025 | $2.6M |
| Q2 2025 | $2.2M |
| Q1 2025 | $2.6M |
| Q4 2024 | $2.2M |
III spent $7M buying back its own shares over the past year, down 25% 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.
III Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.5x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.8x | Healthy |
| Q2 2025 | 1.9x | Healthy |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 3.1x | Elevated |
III's net debt is about 1.1 years of its operating earnings (EBITDA), down from 1.8 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 III on leverage, with a lower net debt burden relative to earnings.
III Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.5 | Neutral |
| Stochastic | 86.0 | Overbought |
III's weekly RSI is 69 (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).
III PE vs Technology Sector
| Metric | III | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 28x | 10% below |
| PE % | 46 | 35 | 11 pts above |
III is trading at 25x earnings, a 10% 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 III on valuation relative to its sector.
III Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.86 | 6.7% above |
| 20 week MA | $5.14 | 22% above |
| 50 week MA | $4.90 | 28% above |
| 100 week MA | $4.64 | 35% above |
| 200 week MA | $4.45 | 40% above |
III has the edge over MU on trend strength, trading above more of its moving averages.
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.
III Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $2.31 | $3.03 | +31% |
| 2021 | $3.03 | $7.68 | +153% |
| 2022 | $7.68 | $4.56 | -41% |
| 2023 | $4.56 | $4.71 | +3.3% |
| 2024 | $4.71 | $3.34 | -29% |
| 2025 | $3.34 | $5.92 | +77% |
| 2026 YTD | $5.92 | $6.25 | +5.6% |
III's yearly returns have swung widely, from +153% in 2021 to −41% in 2022. It's up 5.6% 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 III on returns for 2026, with the stronger performance.