MDA
MDA Space Ltd
MDA trails on the overall score without a compensating advantage in the available component scores.
MU
Micron Technology, Inc.
MU has the edge over MDA overall, supported by stronger fundamentals and stronger valuation.
MDA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Weak | |
| Strong |
MDA's revenue and balance sheet are currently healthy, and its profitability is stable, but its cash flow is weak.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
MDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $29.16 | — |
| Cheap | 49x | $27.91 | -4.3% |
| Fair | 51x | $28.95 | -0.7% |
| Current | 51x | $29.16 | — |
| Expensive | 57x | $32.29 | +11% |
Historical ranges are pointers, not guarantees.
MDA 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.
MDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for MDA, but weaker profitability. However, they disagree widely on these estimates.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over MDA on the outlook, with more favorable profitability expectations.
MDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.05 | +84% |
| Q2 2026 | $0.57 | -14% |
| Q1 2026 | $0.59 | +3.5% |
| Q4 2025 | $0.61 | +30% |
| Q3 2025 | $0.61 | +49% |
| Q2 2025 | $0.66 | +128% |
| Q1 2025 | $0.57 | +104% |
| Q4 2024 | $0.47 | +57% |
| Q3 2024 | $0.41 | +52% |
MDA earned $0.57 per share over the past year, down 14% from the year before.
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 MDA on earnings, with more consistent year-over-year improvement.
MDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $351M | +28% |
| Q1 2026 | $333.7M | +37% |
| Q4 2025 | $363.4M | +51% |
| Q3 2025 | $294.2M | +41% |
| Q2 2025 | $274.2M | +55% |
| Q1 2025 | $243.9M | +58% |
| Q4 2024 | $240.9M | +56% |
| Q3 2024 | $208.7M | +39% |
MDA's revenue has grown year over year every quarter since early 2022: $351M last quarter, up 28% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 4.5% | -5.8 points |
| Q1 2026 | 7% | -3.1 points |
| Q4 2025 | 6.4% | +0.3 points |
| Q3 2025 | 3.9% | -5 points |
| Q2 2025 | 10% | +5.7 points |
| Q1 2025 | 10% | +6.7 points |
| Q4 2024 | 6.1% | +5.3 points |
| Q3 2024 | 8.9% | +4 points |
MDA's operating margin was 4.5% last quarter, down 5.8 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 MDA 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 MDA on profitability, with a higher operating margin.
MDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$102.4M | -2464% |
| Q1 2026 | -$4.5M | -102% |
| Q4 2025 | $11.7M | -95% |
| Q3 2025 | -$12.2M | -107% |
| Q2 2025 | $4.3M | -95% |
| Q1 2025 | $205.3M | +$207M |
| Q4 2024 | $230.2M | +$297M |
| Q3 2024 | $164.1M | +$213.5M |
MDA's free cash flow was −$107M over the past year, against $604M 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 MDA on cash generation, producing positive trailing cash flow while its opponent burns cash.
MDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7.4% | +9.8M shares |
| 1 year | +11% | +14.5M shares |
| 3 years | +19% | +22.3M shares |
| 5 years | +20% | +23.8M shares |
MDA has 143M diluted shares, up 11% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
MDA 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 the edge over MDA 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.
MDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | 1.0x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
| Q3 2024 | 1.7x | Healthy |
MDA has more cash than debt.
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 MDA on leverage, with a lower net debt burden relative to earnings.
MDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.1 | Neutral |
| Stochastic | 22.8 | Neutral |
MDA's weekly RSI is 46 (neutral) and its Stochastic is 23 (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).
MDA PE vs Technology Sector
| Metric | MDA | Sector median | Relative |
|---|---|---|---|
| PE | 51x | 28x | 84% above |
| PE % | 58 | 18 | 40 pts above |
MDA is trading at 51x earnings, a 84% premium to the Technology sector's median of 28x, though its earnings don't support one.
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 MDA on valuation relative to its sector.
MDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.8 | 1.4% above |
| 20 week MA | $30.7 | 4.9% below |
MU has stronger trend alignment. MDA is above 1 of 2 weekly averages versus MU above 3 of 5.
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.
MDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2026 YTD | $29.1 | $29.2 | +0.1% |
It's roughly flat 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 MDA on returns for 2026, with the stronger performance.