MDB
MongoDB, Inc.
MDB's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU has the edge over MDB overall, supported by stronger valuation and stronger modeled upside.
MDB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Strong | |
| Strong |
MDB's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
MDB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 46x | $340 | — |
| Cheap | 477x | $339 | -0.2% |
| Current | 479x | $340 | — |
| Fair | 510x | $362 | +6.5% |
| Expensive | 541x | $384 | +13% |
Historical ranges are pointers, not guarantees.
MDB 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.
MDB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Broad | |
| High |
Analysts expect strong earnings and revenue growth for MDB, 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.
MDB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.42 | +945% |
| Q3 2026 | $0.71 | +$1.64 |
| Q2 2026 | -$0.37 | +$0.72 |
| Q1 2026 | -$0.88 | +$0.85 |
| Q4 2025 | -$0.82 | +$1.92 |
| Q3 2025 | -$0.93 | +$2.09 |
| Q2 2025 | -$1.09 | +$1.72 |
| Q1 2025 | -$1.73 | +$0.75 |
| Q4 2024 | -$2.74 | -$0.11 |
MDB has returned to profit: it earned $0.71 per share over the past year, after losing money 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 MDB on earnings, with more consistent year-over-year improvement.
MDB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $771.8M | +30% |
| Q2 2026 | $687.6M | +25% |
| Q1 2026 | $695.1M | +27% |
| Q4 2025 | $628.3M | +19% |
| Q3 2025 | $591.4M | +24% |
| Q2 2025 | $549M | +22% |
| Q1 2025 | $548.4M | +20% |
| Q4 2024 | $529.4M | +22% |
MDB's revenue has grown year over year every quarter since late 2020: $772M last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.7% | +15 points |
| Q2 2026 | -3.6% | +6.1 points |
| Q1 2026 | 0% | +3.4 points |
| Q4 2025 | -2.9% | +2.3 points |
| Q3 2025 | -11% | +3.9 points |
| Q2 2025 | -9.8% | +12 points |
| Q1 2025 | -3.4% | +12 points |
| Q4 2024 | -5.3% | +5.2 points |
MDB's operating margin was 3.7% last quarter, up 15 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 MDB 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 MDB on profitability, with a higher operating margin.
MDB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $139.4M | +95% |
| Q2 2026 | $199.3M | +84% |
| Q1 2026 | $178.5M | +627% |
| Q4 2025 | $141.8M | +300% |
| Q3 2025 | $71.6M | +$74M |
| Q2 2025 | $108.3M | +72% |
| Q1 2025 | $24.6M | -53% |
| Q4 2024 | $35.5M | -2.4% |
MDB generated $659M in free cash flow over the past year, up 175% 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 MDB on cash flow, with more consistent year-over-year improvement.
MDB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +414K shares |
| 1 year | +1.1% | +917K shares |
| 3 years | +16% | +11.1M shares |
| 5 years | +29% | +18.6M shares |
| Available history | +45% | +25.6M shares |
MDB has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $100M |
| Q2 2026 | $100.3M |
| Q1 2026 | $57.3M |
| Q4 2025 | $148.6M |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
MDB spent $406M buying back its own shares over 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 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.
MDB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -119.6x | Net Cash |
MDB 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.
MDB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 22.0 | Neutral |
MDB's weekly RSI is 48 (neutral) and its Stochastic is 22 (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).
MDB PE vs Technology Sector
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to the Technology sector's median of 28x.
MDB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $358.6 | 5.2% below |
| 20 week MA | $368.2 | 7.7% below |
| 50 week MA | $346.5 | 1.9% below |
| 100 week MA | $297.1 | 14% above |
| 200 week MA | $308.9 | 10% above |
MDB has slipped below its 8-, 20- and 50-week averages, though it's still 10% 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 MDB on trend strength, trading above more of its moving averages.
MDB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $134.1 | $378.5 | +182% |
| 2021 | $378.5 | $551.1 | +46% |
| 2022 | $551.1 | $197.5 | -64% |
| 2023 | $197.5 | $408.9 | +107% |
| 2024 | $408.9 | $238.4 | -42% |
| 2025 | $238.4 | $435.9 | +83% |
| 2026 YTD | $435.9 | $339.8 | -22% |
MDB's yearly returns have swung widely, from +182% in 2020 to −64% in 2022. It's down 22% 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 MDB on returns for 2026, with the stronger performance.