KN
Knowles Corporation
KN has slightly lower modeled downside risk, despite its lower overall score.
MU
Micron Technology, Inc.
MU has the edge over KN overall, supported by stronger valuation and stronger fundamentals.
KN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Unavailable | |
| Strong |
KN's revenue, profitability and balance sheet are currently healthy. There isn't enough data to rate its cash flow.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
KN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $15.29 | -55% |
| Forward | 21x | $33.99 | — |
| Fair | 35x | $28.13 | -17% |
| Current | 42x | $33.99 | — |
| Expensive | 68x | $55.04 | +62% |
Historical ranges are pointers, not guarantees.
KN's PE is in its fair range at 42x. If earnings grow as analysts expect, today's price would be 21x next year's earnings, in its cheap range.
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 KN in the historical PE scenario, which offers more potential upside but is not a forecast.
KN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for KN, 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.
KN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.63 | +102% |
| Q3 2026 | $0.81 | +65% |
| Q2 2026 | $0.76 | +153% |
| Q1 2026 | $0.63 | +$3.32 |
| Q4 2025 | $0.50 | +$3.14 |
| Q3 2025 | $0.49 | +$2.83 |
| Q2 2025 | $0.30 | +$2.47 |
| Q1 2025 | -$2.69 | -406% |
| Q4 2024 | -$2.64 | -434% |
KN's earnings per share have fallen from their peak: $0.81 over the past year, against $1.65 in early 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 KN on earnings, with more consistent year-over-year improvement.
KN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $184M | +20% |
| Q2 2026 | $166.8M | +14% |
| Q1 2026 | $153.1M | +16% |
| Q4 2025 | $162.2M | +14% |
| Q3 2025 | $152.9M | +7.3% |
| Q2 2025 | $145.9M | -29% |
| Q1 2025 | $132.2M | -33% |
| Q4 2024 | $142.5M | -34% |
KN's revenue is recovering but still below its 2020 peak: $184M last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | -0.2 points |
| Q2 2026 | 15% | +4.7 points |
| Q1 2026 | 10% | +7.4 points |
| Q4 2025 | 16% | +5.1 points |
| Q3 2025 | 17% | +3.8 points |
| Q2 2025 | 10% | +125 points |
| Q1 2025 | 3% | +0.8 points |
| Q4 2024 | 11% | +4.5 points |
KN's operating margin was 17% last quarter, about level with 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 KN 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 KN on profitability, with a higher operating margin.
KN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $37.3M | +74% |
| Q2 2026 | $21.7M | -31% |
| Q1 2026 | -$11.5M | -$8.8M |
| Q3 2025 | $21.4M | -56% |
| Q2 2025 | $31.3M | +44% |
| Q1 2025 | -$2.7M | -119% |
| Q3 2024 | $49.1M | +36% |
| Q2 2024 | $21.7M | +$25.2M |
KN still generates free cash flow, though less than at its 2024 peak: $69M 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 generated $59B in free cash flow over the past year, more than ten times what it generated the year before.
KN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -200K shares |
| 1 year | +0.5% | +400K shares |
| 3 years | -4% | -3.7M shares |
| 5 years | -6.8% | -6.4M shares |
| Available history | -6.1% | -5.7M shares |
KN has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25M |
| Q2 2026 | $15M |
| Q1 2026 | $7.5M |
| Q4 2025 | $10M |
| Q3 2025 | $20M |
| Q2 2025 | $30M |
| Q1 2025 | $5M |
| Q4 2024 | $24.2M |
KN spent $58M buying back its own shares over the past year, down 27% 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.
KN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 0.9x | Very low |
| Q1 2024 | 1.6x | Healthy |
| Q4 2023 | 2.4x | Moderate |
KN'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 KN on leverage, with a lower net debt burden relative to earnings.
KN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.3 | Neutral |
| Stochastic | 20.7 | Neutral |
KN's weekly RSI is 49 (neutral) and its Stochastic is 21 (neutral).
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).
KN PE vs Technology Sector
| Metric | KN | Sector median | Relative |
|---|---|---|---|
| PE | 42x | 28x | 51% above |
| PE % | 53 | 35 | 18 pts above |
KN is trading at 42x earnings, a 51% premium 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 KN on valuation relative to its sector.
KN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $34.9 | 2.5% below |
| 20 week MA | $35.8 | 4.9% below |
| 50 week MA | $31.6 | 7.5% above |
| 100 week MA | $25.4 | 34% above |
| 200 week MA | $21.1 | 61% above |
KN has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 61% 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 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.
KN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $20.9 | $18.0 | -14% |
| 2021 | $18.0 | $22.7 | +26% |
| 2022 | $22.7 | $16.3 | -28% |
| 2023 | $16.3 | $17.9 | +10% |
| 2024 | $17.9 | $20.0 | +12% |
| 2025 | $20.0 | $21.9 | +9.6% |
| 2026 YTD | $21.9 | $34.0 | +55% |
KN has finished higher in four of the last six years. It's up 55% 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 KN on returns for 2026, with the stronger performance.