SNDK
Sandisk Corporation
SNDK has the edge over TACT overall, supported by stronger fundamentals and stronger modeled upside.
TACT
TransAct Technologies Incorporated
TACT has lower modeled downside risk, despite its lower overall score.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
TACT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Strong |
TACT's cash flow and balance sheet are currently healthy, and its revenue is stable, but its profitability is under pressure.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK's PE is 7.5x, but its earnings don't support one, so it isn't a reliable read right now.
TACT PE Valuation
TACT has no meaningful PE right now: it lost money over the past year.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK has the edge over TACT on the outlook, with more favorable earnings and profitability expectations.
TACT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect TACT's losses to grow, with revenue growing.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over TACT in the latest year-over-year earnings comparison.
TACT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.08 | +$0.72 |
TACT is still losing money, but far less than before: $0.08 per share over the past year, against $0.80 at its worst in late 2025.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over TACT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over TACT on profitability, with a higher operating margin.
TACT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $14.4M | +9.6% |
| Q2 2026 | $13.9M | +1.1% |
| Q1 2026 | $14.4M | +10% |
| Q4 2025 | $11.5M | +12% |
TACT's revenue has grown year over year every quarter since late 2025: $14M last quarter, up 9.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -0.4% | +1.5 points |
| Q1 2026 | 5.3% | +5.5 points |
| Q4 2025 | -10% | +0.2 points |
| Q3 2025 | 0.1% | N/A |
| Q2 2025 | -1.9% | N/A |
| Q1 2025 | -0.1% | N/A |
| Q4 2024 | -10% | N/A |
TACT's operating margin was −0.4% last quarter, up 1.5 points from the same quarter a year ago.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over TACT in the latest year-over-year cash flow comparison.
TACT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $2.1M | -41% |
| Q1 2026 | -$1M | -$855K |
| Q4 2025 | $589K | -75% |
SNDK has the edge over TACT in the latest year-over-year cash flow comparison.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
TACT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +56K shares |
| 1 year | +2% | +204K shares |
TACT has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
TACT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -82.4x | Net Cash |
| Q1 2026 | -565.8x | Net Cash |
TACT has the edge over SNDK on leverage, with a lower net debt burden relative to earnings.
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
TACT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.1 | Neutral |
| Stochastic | 47.5 | Neutral |
TACT's weekly RSI is 51 (neutral) and its Stochastic is 48 (neutral).
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK is trading at 7.5x earnings, a 73% discount to the Technology sector's median of 28x, though its earnings don't support one.
TACT PE vs Technology Sector
| Metric | TACT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
TACT has no meaningful PE right now: it lost money over the past year.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
TACT has stronger trend alignment. SNDK is above 0 of 3 weekly averages versus TACT above 3 of 5.
TACT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.88 | 0% above |
| 20 week MA | $5.05 | 3.4% below |
| 50 week MA | $4.35 | 12% above |
| 100 week MA | $4.23 | 15% above |
| 200 week MA | $5.10 | 4.3% below |
TACT's trend is mixed: it's above two of its five weekly moving averages, and 4.3% below its 200-week average.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over TACT on returns for 2026, with the stronger performance.
TACT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.7 | $7.37 | -31% |
| 2021 | $7.37 | $10.6 | +44% |
| 2022 | $10.6 | $6.18 | -42% |
| 2023 | $6.18 | $6.98 | +13% |
| 2024 | $6.98 | $4.14 | -41% |
| 2025 | $4.14 | $3.92 | -5.3% |
| 2026 YTD | $3.92 | $4.88 | +24% |
TACT has finished lower in four of the last six years. It's up 24% so far in 2026.