LYTS
LSI Industries Inc.
LYTS trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over LYTS overall, supported by stronger valuation and stronger modeled upside.
LYTS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
LYTS's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
LYTS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $10.33 | -32% |
| Fair | 23x | $14.21 | -6.7% |
| Current | 24x | $15.22 | — |
| Expensive | 31x | $19.44 | +28% |
Historical ranges are pointers, not guarantees.
LYTS 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.
LYTS Forward outlook
There aren't enough analyst estimates for LYTS to show an outlook.
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.
LYTS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.63 | -21% |
| Q2 2026 | $0.67 | -15% |
| Q1 2026 | $0.75 | +4.2% |
| Q4 2025 | $0.82 | +6.5% |
| Q3 2025 | $0.80 | +1.3% |
| Q2 2025 | $0.79 | -6% |
| Q1 2025 | $0.72 | -23% |
| Q4 2024 | $0.77 | -15% |
LYTS's earnings per share have fallen from their peak: $0.63 over the past year, against $0.93 in late 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 LYTS on earnings, with more consistent year-over-year improvement.
LYTS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $225.9M | +44% |
| Q2 2026 | $234.6M | +51% |
| Q1 2026 | $150.5M | +14% |
| Q4 2025 | $147M | -0.5% |
| Q3 2025 | $157.2M | +14% |
| Q2 2025 | $155.1M | +20% |
| Q1 2025 | $132.5M | +22% |
| Q4 2024 | $147.7M | +36% |
LYTS's revenue is growing: $226M last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.3% | -0.7 points |
| Q2 2026 | 6.2% | -1.5 points |
| Q1 2026 | 2.7% | -2 points |
| Q4 2025 | 6% | +0.3 points |
| Q3 2025 | 7% | +0.4 points |
| Q2 2025 | 7.7% | +0.7 points |
| Q1 2025 | 4.7% | -2.4 points |
| Q4 2024 | 5.7% | -1.4 points |
LYTS's operating margin was 6.3% last quarter, down 0.7 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 LYTS 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 LYTS on profitability, with a higher operating margin.
LYTS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $13.8M | +$14.1M |
| Q2 2026 | $9.8M | +14% |
| Q1 2026 | $6.2M | +0.5% |
| Q4 2025 | $23.3M | +164% |
| Q3 2025 | -$291K | -103% |
| Q2 2025 | $8.5M | -17% |
| Q1 2025 | $6.2M | -44% |
| Q4 2024 | $8.8M | +21% |
LYTS generated $53M in free cash flow over the past year, up 128% 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 LYTS on cash flow, with more consistent year-over-year improvement.
LYTS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +12% | +4.2M shares |
| 1 year | +21% | +6.5M shares |
| 3 years | +26% | +7.9M shares |
| 5 years | +37% | +10.1M shares |
| Available history | +43% | +11.4M shares |
LYTS has 38M diluted shares, up 21% from a year ago.
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 the edge over LYTS on shareholder dilution, with a more favorable share count trend.
| 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.
LYTS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 4.4x | High |
| Q1 2026 | 5.1x | High |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 0.9x | Very low |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.7x | Very low |
LYTS's net debt is about 3.7 years of its operating earnings (EBITDA), up from less than a year 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 LYTS on leverage, with a lower net debt burden relative to earnings.
LYTS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 6.2 | Oversold |
LYTS's weekly RSI is 29 (oversold) and its Stochastic is 6 (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).
LYTS PE vs Technology Sector
| Metric | LYTS | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 28x | 13% below |
| PE % | 57 | 35 | 22 pts above |
LYTS is trading at 24x earnings, a 13% 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 LYTS on valuation relative to its sector.
LYTS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $19.4 | 22% below |
| 20 week MA | $21.3 | 29% below |
| 50 week MA | $21.4 | 29% below |
| 100 week MA | $20.2 | 25% below |
| 200 week MA | $17.4 | 13% below |
LYTS is in a downtrend: it's below all five of its weekly moving averages, and 13% 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 LYTS on trend strength, trading above more of its moving averages.
LYTS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.08 | $8.52 | +40% |
| 2021 | $8.52 | $6.67 | -22% |
| 2022 | $6.67 | $12.1 | +81% |
| 2023 | $12.1 | $14.1 | +17% |
| 2024 | $14.1 | $19.4 | +38% |
| 2025 | $19.4 | $18.8 | -3.3% |
| 2026 YTD | $18.8 | $15.2 | -19% |
LYTS has finished higher in four of the last six years. It's down 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 LYTS on returns for 2026, with the stronger performance.