MU
Micron Technology, Inc.
MU has the edge over STNE overall, supported by stronger valuation and stronger modeled upside.
STNE
StoneCo Ltd.
STNE 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.
STNE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
STNE's profitability, cash flow and balance sheet are currently healthy, and its revenue is 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.
STNE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 3.3x | $7.72 | — |
| Cheap | 7.7x | $17.74 | +130% |
| Fair | 61x | $141 | +1729% |
| Expensive | 131x | $303 | +3821% |
Historical ranges are pointers, not guarantees.
STNE 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 |
MU has the edge over STNE on the outlook, with more favorable earnings and revenue expectations.
STNE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect STNE's profitability to improve, with its earnings and revenue 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 STNE on earnings, with more consistent year-over-year improvement.
STNE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $2.31 | +$3.07 |
| Q1 2026 | $2.37 | +$3.23 |
| Q4 2025 | $1.49 | +$2.46 |
| Q3 2025 | -$0.64 | -156% |
| Q2 2023 | $0.44 | +$2.08 |
| Q1 2023 | $0.00 | +$0.97 |
| Q4 2022 | -$0.30 | +$0.39 |
| Q3 2022 | -$0.79 | -$0.74 |
STNE has returned to profit: it earned $2.31 per share over the past year, after losing money 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 STNE 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 STNE on profitability, with a higher operating margin.
STNE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $597.5M | +1.6% |
| Q1 2026 | $640.6M | +13% |
| Q4 2025 | $633.7M | +1.4% |
| Q3 2025 | $638.6M | +11% |
| Q2 2025 | $588.4M | +18% |
| Q1 2025 | $569.3M | +20% |
| Q4 2024 | $625M | +13% |
| Q3 2024 | $575.3M | +8.8% |
STNE's revenue has grown year over year every quarter since late 2020: $598M last quarter, up 1.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 41% | -6.9 points |
| Q1 2026 | 51% | +1.9 points |
| Q4 2025 | 51% | +2.9 points |
| Q3 2025 | 56% | +10 points |
| Q2 2025 | 48% | -1.1 points |
| Q1 2025 | 49% | +0.4 points |
| Q4 2024 | 48% | +1.1 points |
| Q3 2024 | 46% | -1.6 points |
STNE's operating margin was 41% last quarter, down 6.9 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 has the edge over STNE on cash flow, with more consistent year-over-year improvement.
STNE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $303.4M | +2369% |
| Q1 2026 | $555M | +820% |
| Q4 2025 | $99.1M | +$210.6M |
| Q3 2025 | -$236.2M | -$159.3M |
| Q2 2025 | $12.3M | +$202.2M |
| Q1 2025 | $60.3M | +$558M |
| Q4 2024 | -$111.6M | +$6.5M |
| Q3 2024 | -$76.9M | -$56.7M |
STNE's free cash flow has turned positive after two years mostly in the red: $721M 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.
STNE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.2% | -8M shares |
| 1 year | -11% | -30.5M shares |
| 3 years | -27% | -93M shares |
| 5 years | -22% | -69.4M shares |
| Available history | -13% | -36.8M shares |
STNE has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $139.1M |
| Q1 2026 | $93.4M |
| Q4 2025 | $235.8M |
| Q3 2025 | $83.3M |
| Q2 2025 | $71.2M |
| Q1 2025 | $151M |
| Q4 2024 | $108.9M |
| Q3 2024 | $132.9M |
STNE spent $552M buying back its own shares over the past year, up 19% 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 STNE on leverage, with a lower net debt burden relative to earnings.
STNE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.5x | Healthy |
| Q4 2025 | 2.2x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.2x | Healthy |
| Q4 2024 | 1.2x | Healthy |
| Q3 2024 | 0.9x | Very low |
STNE's net debt is about 1.4 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).
STNE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.0 | Neutral |
| Stochastic | 11.0 | Oversold |
STNE's weekly RSI is 37 (neutral) and its Stochastic is 11 (oversold).
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.
STNE PE vs Technology Sector
| Metric | STNE | Sector median | Relative |
|---|---|---|---|
| PE | 3.3x | 28x | 88% below |
| PE % | 1 | 35 | 34 pts below |
STNE has the edge over MU on valuation relative to its sector.
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 STNE on trend strength, trading above more of its moving averages.
STNE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.63 | 20% below |
| 20 week MA | $10.1 | 23% below |
| 50 week MA | $12.3 | 37% below |
| 100 week MA | $12.9 | 40% below |
| 200 week MA | $12.9 | 40% below |
STNE is in a downtrend: it's below all five of its weekly moving averages, and 40% below its 200-week average.
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 STNE on returns for 2026, with the stronger performance.
STNE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $39.1 | $85.2 | +118% |
| 2021 | $85.2 | $17.4 | -80% |
| 2022 | $17.4 | $9.60 | -45% |
| 2023 | $9.60 | $18.0 | +88% |
| 2024 | $18.0 | $8.19 | -55% |
| 2025 | $8.19 | $14.8 | +81% |
| 2026 YTD | $14.8 | $7.72 | -48% |
STNE's yearly returns have swung widely, from +118% in 2020 to −80% in 2021. It's down 48% so far in 2026.