ITRN
Ituran Location and Control Ltd.
ITRN has slightly lower modeled downside risk, despite its lower overall score.
MU
Micron Technology, Inc.
MU has the edge over ITRN overall, supported by stronger valuation and stronger fundamentals.
ITRN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
ITRN's revenue, profitability, cash flow and balance sheet are all currently healthy.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
ITRN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $36.54 | -26% |
| Forward | 12x | $49.12 | — |
| Fair | 14x | $44.85 | -8.7% |
| Current | 15x | $49.12 | — |
| Expensive | 18x | $59.34 | +21% |
Historical ranges are pointers, not guarantees.
ITRN's PE is in its fair range at 15x. If earnings grow as analysts expect, today's price would be 12x next year's earnings.
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 ITRN in the historical PE scenario, which offers more potential upside but is not a forecast.
ITRN Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for ITRN, 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.
ITRN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.93 | +21% |
| Q2 2026 | $3.24 | +16% |
| Q1 2026 | $3.04 | +9.4% |
| Q4 2025 | $2.92 | +7.7% |
| Q3 2025 | $2.85 | +9.2% |
| Q2 2025 | $2.80 | +9.8% |
| Q1 2025 | $2.78 | +11% |
| Q4 2024 | $2.71 | +13% |
| Q3 2024 | $2.61 | +15% |
ITRN's earnings per share have climbed steadily: $3.24 over the past year, up 16% from the year before, and higher year over year for 23 quarters in a row.
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.
ITRN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $104.8M | +21% |
| Q1 2026 | $102.7M | +19% |
| Q4 2025 | $93.5M | +13% |
| Q3 2025 | $92.3M | +11% |
| Q2 2025 | $86.8M | +2.3% |
| Q1 2025 | $86.5M | +1.7% |
| Q4 2024 | $82.9M | +6.5% |
| Q3 2024 | $83.5M | +3% |
ITRN's revenue has grown year over year for 21 quarters in a row: $105M last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 23% | +1.5 points |
| Q1 2026 | 21% | -0.1 points |
| Q4 2025 | 22% | 0 points |
| Q3 2025 | 21% | -0.8 points |
| Q2 2025 | 21% | +0.3 points |
| Q1 2025 | 22% | +1.6 points |
| Q4 2024 | 22% | +0.7 points |
| Q3 2024 | 22% | +1.2 points |
ITRN's operating margin was 23% last quarter, up 1.5 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 ITRN 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 ITRN on profitability, with a higher operating margin.
ITRN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $25.6M | +49% |
| Q1 2026 | $12.9M | +46% |
| Q4 2025 | $26.9M | +48% |
| Q3 2025 | $17.8M | +24% |
| Q2 2025 | $17.2M | -13% |
| Q1 2025 | $8.8M | +7% |
| Q4 2024 | $18.2M | +2.7% |
| Q3 2024 | $14.4M | -13% |
ITRN's free cash flow has been positive every quarter for seven years: $83M over the past year, up 42% 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 ITRN on cash flow, with more consistent year-over-year improvement.
ITRN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -35K shares |
| 1 year | -0.6% | -121K shares |
| 3 years | -1.7% | -345K shares |
| 5 years | -5% | -1M shares |
| Available history | -6% | -1.3M shares |
ITRN has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $3M |
| Q1 2026 | $531,000 |
| Q4 2025 | $1.7M |
| Q3 2025 | $1.5M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
ITRN spent $7M buying back its own shares over the past year, after none 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.
ITRN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.9x | Net Cash |
| Q1 2026 | -1.0x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.9x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | -0.8x | Net Cash |
| Q3 2024 | -0.7x | Net Cash |
ITRN has the edge over MU on leverage, with a lower net debt burden relative to earnings.
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 more cash than debt.
ITRN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.3 | Neutral |
| Stochastic | 19.4 | Oversold |
ITRN's weekly RSI is 41 (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).
ITRN PE vs Technology Sector
| Metric | ITRN | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 28x | 46% below |
| PE % | 64 | 35 | 29 pts above |
ITRN is trading at 15x earnings, a 46% 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 ITRN on valuation relative to its sector.
ITRN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $51.0 | 3.7% below |
| 20 week MA | $52.5 | 6.5% below |
| 50 week MA | $52.1 | 5.8% below |
| 100 week MA | $44.3 | 11% above |
| 200 week MA | $35.1 | 40% above |
ITRN has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 40% above 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 ITRN on trend strength, trading above more of its moving averages.
ITRN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.0 | $19.0 | -24% |
| 2021 | $19.0 | $26.0 | +37% |
| 2022 | $26.0 | $21.5 | -17% |
| 2023 | $21.5 | $27.2 | +27% |
| 2024 | $27.2 | $30.3 | +11% |
| 2025 | $30.3 | $43.4 | +43% |
| 2026 YTD | $43.4 | $49.1 | +13% |
ITRN has finished higher in four of the last six years. It's up 13% 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 ITRN on returns for 2026, with the stronger performance.