MU
Micron Technology, Inc.
MU has the edge over SSNC overall, supported by stronger valuation and stronger modeled upside.
SSNC
SS&C Technologies Holdings, Inc.
SSNC has slightly lower modeled downside risk, despite its lower overall score.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
SSNC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Stable |
SSNC's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
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.
SSNC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 10x | $79.37 | — |
| Cheap | 22x | $75.76 | -4.5% |
| Current | 23x | $79.37 | — |
| Fair | 26x | $88.73 | +12% |
| Expensive | 30x | $103 | +30% |
Historical ranges are pointers, not guarantees.
SSNC has the edge over MU in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
SSNC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for SSNC, with profitability improving.
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 SSNC on earnings, with more consistent year-over-year improvement.
SSNC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.66 | +121% |
| Q3 2026 | $3.47 | +3% |
| Q2 2026 | $3.47 | +8.8% |
| Q1 2026 | $3.22 | 0% |
| Q4 2025 | $3.15 | +5% |
| Q3 2025 | $3.37 | +20% |
| Q2 2025 | $3.19 | +16% |
| Q1 2025 | $3.22 | +28% |
| Q4 2024 | $3.00 | +26% |
SSNC earned $3.47 per share over the past year, up 3% from 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 SSNC 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 SSNC on profitability, with a higher operating margin.
SSNC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.7B | +7.8% |
| Q2 2026 | $1.7B | +10% |
| Q1 2026 | $1.6B | +8.8% |
| Q4 2025 | $1.7B | +8.1% |
| Q3 2025 | $1.6B | +7% |
| Q2 2025 | $1.5B | +5.9% |
| Q1 2025 | $1.5B | +5.5% |
| Q4 2024 | $1.5B | +8.4% |
SSNC's revenue has grown year over year for 23 quarters in a row: $1.7B last quarter, up 7.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +0.9 points |
| Q2 2026 | 25% | +2.2 points |
| Q1 2026 | 24% | +0.5 points |
| Q4 2025 | 22% | -1.1 points |
| Q3 2025 | 23% | +1.1 points |
| Q2 2025 | 22% | -0.1 points |
| Q1 2025 | 24% | +0.4 points |
| Q4 2024 | 23% | -0.3 points |
SSNC's operating margin was 24% last quarter, up 0.9 points from the same quarter a year ago.
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.
SSNC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $482.2M | +14% |
| Q2 2026 | $403.4M | +15% |
| Q1 2026 | $293.7M | +13% |
| Q4 2025 | $633M | +36% |
| Q3 2025 | $421.5M | +36% |
| Q2 2025 | $350M | -6.6% |
| Q1 2025 | $259.5M | +49% |
| Q4 2024 | $466.9M | +25% |
SSNC's free cash flow has been positive every quarter for seven years: $1.8B over the past year, up 21% 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.
SSNC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1.4M shares |
| 1 year | -4.8% | -12M shares |
| 3 years | -5.2% | -13.3M shares |
| 5 years | -9.7% | -25.9M shares |
| Available history | -8.9% | -23.6M shares |
SSNC has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $154.8M |
| Q2 2026 | $437.7M |
| Q1 2026 | $168M |
| Q4 2025 | $318.7M |
| Q3 2025 | $240.1M |
| Q2 2025 | $270.3M |
| Q1 2025 | $206.9M |
| Q4 2024 | $368.2M |
SSNC spent $1.1B buying back its own shares over the past year, about the same as 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 SSNC on leverage, with a lower net debt burden relative to earnings.
SSNC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Moderate |
| Q2 2026 | 3.2x | Elevated |
| Q1 2026 | 3.2x | Elevated |
| Q4 2025 | 3.3x | Elevated |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.2x | Elevated |
SSNC's net debt is about 3.0 years of its operating earnings (EBITDA), about the same as a year ago.
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).
SSNC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.2 | Neutral |
| Stochastic | 24.8 | Neutral |
SSNC's weekly RSI is 53 (neutral) and its Stochastic is 25 (neutral).
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 SSNC on valuation relative to its sector.
SSNC PE vs Technology Sector
| Metric | SSNC | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 28x | 18% below |
| PE % | 23 | 35 | 12 pts below |
SSNC is trading at 23x earnings, a 18% discount to the Technology sector's median of 28x.
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.
SSNC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.3 | 1.2% below |
| 20 week MA | $78.3 | 1.4% above |
| 50 week MA | $76.1 | 4.3% above |
| 100 week MA | $79.3 | 0.1% above |
| 200 week MA | $70.7 | 12% above |
SSNC 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 SSNC on returns for 2026, with the stronger performance.
SSNC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $71.7 | +17% |
| 2021 | $71.7 | $81.7 | +14% |
| 2022 | $81.7 | $51.3 | -37% |
| 2023 | $51.3 | $61.1 | +19% |
| 2024 | $61.1 | $76.1 | +25% |
| 2025 | $76.1 | $89.6 | +18% |
| 2026 YTD | $89.6 | $79.4 | -11% |
SSNC has finished higher in five of the last six years. It's down 11% so far in 2026.