MU
Micron Technology, Inc.
MU has the edge over VRRM overall, supported by stronger modeled upside and stronger fundamentals.
VRRM
Verra Mobility Corporation
VRRM 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.
VRRM Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Healthy | |
| Strong | |
| Under pressure |
VRRM's profitability and cash flow are currently healthy, but its revenue and balance sheet are 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.
VRRM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 2.6x | $1.96 | — |
| Current | 8.2x | $1.96 | — |
| Cheap | 31x | $7.49 | +282% |
| Fair | 46x | $11.05 | +464% |
| Expensive | 111x | $26.65 | +1260% |
Historical ranges are pointers, not guarantees.
VRRM 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 VRRM on the outlook, with more favorable earnings and revenue expectations.
VRRM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect VRRM's earnings and revenue to decline, with profitability weakening. However, they disagree widely on these estimates.
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 VRRM on earnings, with more consistent year-over-year improvement.
VRRM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.75 | +214% |
| Q3 2026 | $0.24 | -29% |
| Q2 2026 | $0.26 | 0% |
| Q1 2026 | $0.82 | +273% |
| Q4 2025 | $0.85 | +347% |
| Q3 2025 | $0.34 | -43% |
| Q2 2025 | $0.26 | -54% |
| Q1 2025 | $0.22 | -56% |
| Q4 2024 | $0.19 | -47% |
VRRM earned $0.24 per share over the past year, down 29% 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 VRRM 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's operating margin was 81% last quarter, up 48 points from the same quarter a year ago, near the top of its range since 2019.
VRRM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $28.3M | -21% |
| Q2 2026 | $25.8M | -22% |
| Q1 2026 | $27.3M | -13% |
| Q4 2025 | $32.7M | +0.7% |
| Q3 2025 | $35.7M | +26% |
| Q2 2025 | $33.2M | +15% |
| Q1 2025 | $31.4M | +19% |
| Q4 2024 | $32.4M | +17% |
VRRM's revenue has slid since its 2022 peak: $28M last quarter, down 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 232% | +22 points |
| Q2 2026 | -127% | -318 points |
| Q1 2026 | 190% | +7.2 points |
| Q4 2025 | 132% | +266 points |
| Q3 2025 | 210% | -16 points |
| Q2 2025 | 191% | -21 points |
| Q1 2025 | 182% | -24 points |
| Q4 2024 | -134% | -218 points |
VRRM has the edge over MU on profitability, with a higher operating margin.
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 VRRM on cash flow, with more consistent year-over-year improvement.
VRRM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $89.4M | +83% |
| Q2 2026 | $32.6M | -19% |
| Q1 2026 | $9.6M | -77% |
| Q4 2025 | $5.7M | -73% |
| Q3 2025 | $49M | -42% |
| Q2 2025 | $40.3M | +55% |
| Q1 2025 | $41.7M | +108% |
| Q4 2024 | $21.6M | +12% |
VRRM still generates free cash flow, though less than at its 2026 peak: $137M 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.
VRRM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +175K shares |
| 1 year | -6% | -9.7M shares |
| 3 years | -10% | -17.4M shares |
| 5 years | -8% | -13.3M shares |
| Available history | -7.5% | -12.3M shares |
VRRM has the edge over MU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $1.3M |
| Q1 2026 | $50.2M |
| Q4 2025 | $133.4M |
| Q3 2025 | — |
| Q4 2024 | $148.5M |
| Q3 2024 | — |
| Q4 2023 | — |
VRRM spent $185M buying back its own shares over the past year.
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 VRRM on leverage, with a lower net debt burden relative to earnings.
VRRM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 3.9x | Elevated |
| Q1 2026 | 2.9x | Moderate |
| Q4 2025 | 2.7x | Moderate |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.5x | Elevated |
| Q1 2025 | 3.7x | Elevated |
| Q4 2024 | 3.9x | Elevated |
VRRM's net debt is about 3.7 years of its operating earnings (EBITDA), up from 3.1 years 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).
VRRM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 18.4 | Oversold |
| Stochastic | 2.7 | Oversold |
VRRM's weekly RSI is 18 (oversold) and its Stochastic is 3 (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.
VRRM PE vs Technology Sector
| Metric | VRRM | Sector median | Relative |
|---|---|---|---|
| PE | 8.2x | 28x | 71% below |
| PE % | 3 | 35 | 32 pts below |
VRRM 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 VRRM on trend strength, trading above more of its moving averages.
VRRM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.74 | 28% below |
| 20 week MA | $3.67 | 47% below |
| 50 week MA | $10.8 | 82% below |
| 100 week MA | $17.3 | 89% below |
| 200 week MA | $19.7 | 90% below |
VRRM is in a downtrend: it's below all five of its weekly moving averages, and 90% 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 VRRM on returns for 2026, with the stronger performance.
VRRM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.0 | $13.5 | -3.6% |
| 2021 | $13.5 | $15.2 | +12% |
| 2022 | $15.2 | $13.5 | -11% |
| 2023 | $13.5 | $23.0 | +71% |
| 2024 | $23.0 | $24.1 | +4.6% |
| 2025 | $24.1 | $22.5 | -6.6% |
| 2026 YTD | $22.5 | $1.96 | -91% |
VRRM has finished lower in three of the last six years. It's down 91% so far in 2026.