MU
Micron Technology, Inc.
MU has the edge over TDC overall, supported by stronger fundamentals and stronger valuation.
TDC
Teradata Corporation
TDC's outlook is improving, though it still trails on the overall score.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
TDC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Strong | |
| Strong |
TDC's cash flow and balance sheet are currently strong, and its revenue and profitability 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.
TDC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 7.2x | $34.18 | — |
| Forward | 12x | $34.18 | — |
| Cheap | 18x | $85.47 | +150% |
| Fair | 38x | $181 | +430% |
| Expensive | 79x | $373 | +990% |
Historical ranges are pointers, not guarantees.
TDC 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 TDC on the outlook, with more favorable valuation and revenue expectations.
TDC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect TDC's earnings to grow and its profitability to improve, with its 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's earnings per share have climbed steadily: $74.33 over the past year, about 10 times what it earned the year before, and higher year over year for 10 quarters in a row.
TDC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.91 | -39% |
| Q3 2026 | $4.74 | +292% |
| Q2 2026 | $4.76 | +325% |
| Q1 2026 | $4.37 | +210% |
| Q4 2025 | $1.35 | +16% |
| Q3 2025 | $1.21 | +44% |
| Q2 2025 | $1.12 | +78% |
| Q1 2025 | $1.41 | +236% |
| Q4 2024 | $1.16 | +90% |
TDC's earnings per share have climbed steadily: $4.74 over the past year, about four times what it earned the year before, and higher year over year for 12 quarters in a row. Its recent earnings include one-off gains.
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 TDC 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 TDC on profitability, with a higher operating margin.
TDC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $399M | -4.1% |
| Q2 2026 | $410M | +0.5% |
| Q1 2026 | $444M | +6.2% |
| Q4 2025 | $421M | +2.9% |
| Q3 2025 | $416M | -5.5% |
| Q2 2025 | $408M | -6.4% |
| Q1 2025 | $418M | -10% |
| Q4 2024 | $409M | -11% |
TDC's revenue fell from its 2022 peak and has held roughly level since: $399M last quarter, down 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | -1.1 points |
| Q2 2026 | 12% | +5.8 points |
| Q1 2026 | -8.1% | -24 points |
| Q4 2025 | 13% | +3.3 points |
| Q3 2025 | 15% | +1.9 points |
| Q2 2025 | 5.9% | -9.3 points |
| Q1 2025 | 16% | +5.5 points |
| Q4 2024 | 9.5% | -0.7 points |
TDC's operating margin was 14% last quarter, down 1.1 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 TDC on cash flow, with more consistent year-over-year improvement.
TDC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $86M | -3.4% |
| Q2 2026 | $105M | +169% |
| Q1 2026 | $391M | +5486% |
| Q4 2025 | $151M | +1.3% |
| Q3 2025 | $89M | +29% |
| Q2 2025 | $39M | -2.5% |
| Q1 2025 | $7M | -67% |
| Q4 2024 | $149M | -11% |
TDC's free cash flow has been positive every quarter for seven years: $733M over the past year, up 158% 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.
TDC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -700K shares |
| 1 year | 0% | -- |
| 3 years | -6.4% | -6.5M shares |
| 5 years | -16% | -17.9M shares |
| Available history | -16% | -18.7M shares |
TDC has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $57M |
| Q2 2026 | $40M |
| Q1 2026 | $34M |
| Q4 2025 | $38M |
| Q3 2025 | $30M |
| Q2 2025 | $28M |
| Q1 2025 | $44M |
| Q4 2024 | $29M |
TDC spent $169M buying back its own shares over the past year, up 29% 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 more cash than debt.
TDC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.0x | Net Cash |
| Q2 2026 | -1.9x | Net Cash |
| Q1 2026 | -1.9x | Net Cash |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.4x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.2x | Very low |
TDC has the edge over MU on leverage, with a lower net debt burden relative to earnings.
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).
TDC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.3 | Neutral |
| Stochastic | 80.4 | Overbought |
TDC's weekly RSI is 59 (neutral) and its Stochastic is 80 (overbought).
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.
TDC PE vs Technology Sector
| Metric | TDC | Sector median | Relative |
|---|---|---|---|
| PE | 7.2x | 28x | 74% below |
| PE % | 5 | 35 | 30 pts below |
TDC 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 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.
TDC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.9 | 7.2% above |
| 20 week MA | $30.5 | 12% above |
| 50 week MA | $30.1 | 13% above |
| 100 week MA | $27.0 | 27% above |
| 200 week MA | $33.3 | 2.7% above |
TDC 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 TDC on returns for 2026, with the stronger performance.
TDC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.6 | $22.4 | -16% |
| 2021 | $22.4 | $44.1 | +97% |
| 2022 | $44.1 | $33.2 | -25% |
| 2023 | $33.2 | $43.5 | +31% |
| 2024 | $43.5 | $31.6 | -27% |
| 2025 | $31.6 | $30.7 | -3% |
| 2026 YTD | $30.7 | $34.2 | +11% |
TDC has finished lower in four of the last six years. It's up 11% so far in 2026.