MU
Micron Technology, Inc.
MU has the edge over SONY overall, supported by stronger valuation and stronger modeled upside.
SONY
Sony Group Corporation
SONY trails on the overall score without a compensating advantage in the available component scores.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
SONY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Strong |
SONY's balance sheet is currently strong, and its revenue and cash flow are stable, but its profitability is under pressure.
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.
SONY PE Valuation
SONY has no meaningful PE right now: it lost money over the past year.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over SONY on the outlook, with more favorable revenue and profitability expectations.
SONY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect SONY's earnings to grow, with its revenue and profitability holding steady.
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 SONY on earnings quality, reporting a profit while its opponent remains loss making.
SONY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.23 | -119% |
| Q1 2026 | -$0.35 | -130% |
| Q4 2025 | -$0.23 | -120% |
| Q3 2025 | $1.21 | +5.2% |
| Q2 2025 | $1.19 | +19% |
| Q1 2025 | $1.18 | +20% |
| Q4 2024 | $1.17 | +26% |
| Q3 2024 | $1.15 | +29% |
SONY has swung to a loss: it lost $0.23 per share over the past year, after a profit the year before.
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 SONY 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 SONY on profitability, with a higher operating margin.
SONY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $17.8B | +8.2% |
| Q1 2026 | $19B | +8.3% |
| Q4 2025 | $23.3B | +0.5% |
| Q3 2025 | $19.5B | +4.6% |
| Q2 2025 | $16.4B | +2.2% |
| Q1 2025 | $17.6B | -19% |
| Q4 2024 | $23.2B | -1.4% |
| Q3 2024 | $18.6B | +5% |
SONY's revenue is recovering but still below its 2023 peak: $17.8B last quarter, up 8.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 17% | +4 points |
| Q1 2026 | 9.4% | +1.4 points |
| Q4 2025 | 13% | +1.3 points |
| Q3 2025 | 15% | +1.5 points |
| Q2 2025 | 13% | +3.4 points |
| Q1 2025 | 8% | +1.8 points |
| Q4 2024 | 11% | -0.8 points |
| Q3 2024 | 13% | +4 points |
SONY's operating margin was 17% last quarter, up 4 points from the same quarter a year ago, near the top of its range since 2019.
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 SONY on cash flow, with more consistent year-over-year improvement.
SONY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $643M | +$911M |
| Q1 2026 | $2.4B | -34% |
| Q4 2025 | $4.9B | -10% |
| Q3 2025 | $1.8B | -46% |
| Q2 2025 | -$268.1M | +$1.8B |
| Q1 2025 | $3.7B | +119% |
| Q4 2024 | $5.5B | +30% |
| Q3 2024 | $3.4B | +$3.7B |
SONY generated $9.8B in free cash flow over the past year, down 20% 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.
SONY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2% | -120M shares |
| 1 year | -3.2% | -197M shares |
| 3 years | -5% | -310M shares |
| 5 years | -5.1% | -321M shares |
| Available history | -8.7% | -565M shares |
SONY has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $799M |
| Q1 2026 | $1.4B |
| Q4 2025 | $520.7M |
| Q3 2025 | $789.9M |
| Q2 2025 | $585.1M |
| Q1 2025 | $175.1M |
| Q4 2024 | $347.9M |
| Q3 2024 | $945.5M |
SONY spent $3.5B buying back its own shares over the past year, up 70% from the year before.
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 SONY on leverage, with a lower net debt burden relative to earnings.
SONY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | 0.0x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.0x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.7x | Very low |
| Q3 2024 | 0.9x | Very low |
SONY has more cash than debt.
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).
SONY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.9 | Neutral |
| Stochastic | 75.4 | Neutral |
SONY's weekly RSI is 65 (neutral) and its Stochastic is 75 (neutral).
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.
SONY PE vs Technology Sector
| Metric | SONY | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
SONY has no meaningful PE right now: it lost money over the past year.
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.
SONY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.2 | 5.9% above |
| 20 week MA | $23.8 | 12% above |
| 50 week MA | $23.0 | 16% above |
| 100 week MA | $24.3 | 9.9% above |
| 200 week MA | $21.1 | 26% above |
SONY has the edge over MU on trend strength, trading above more of its moving averages.
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 SONY on returns for 2026, with the stronger performance.
SONY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.6 | $19.4 | +43% |
| 2021 | $19.4 | $24.8 | +28% |
| 2022 | $24.8 | $15.4 | -38% |
| 2023 | $15.4 | $18.9 | +23% |
| 2024 | $18.9 | $21.5 | +13% |
| 2025 | $21.5 | $25.8 | +20% |
| 2026 YTD | $25.8 | $26.7 | +3.3% |
SONY has finished higher in five of the last six years. It's up 3.3% so far in 2026.