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v0.1
MU$1035.50+6.64%
Fair $1035.50+0.0%

MU

Micron Technology, Inc.

Technology / SemiconductorsNasdaqGS

$1035.50

+64.50 (+6.64%)

Fairly Valued+0.0%Fair Value $1035.50Fund rank 28/100 · Data gapFallback financials|
SA 70/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $121.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

70/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MULocal privado en este navegador · Micron Technology, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.17T

P/E

48.8x

↑

EV/EBITDA

63.3x

↑

ROE

15.8%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.28

↑
52-Week Range$1036
$92$1047

TradingView lightweight chart

MU price, volumen y niveles de valoración

Último $1,036Periodo +2627.2%
Fair value: $1,036

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+13.7%

FCF CAGR

+5.4%

FCF margin

4.5%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.38B · net income $8.54B · FCF $1.67B

2009-FY → 2025-FY

Gross margin

39.8%+49.0% pts

Operating margin

26.2%+61.1% pts

Net margin

22.8%+62.0% pts

FCF margin

4.5%-10.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$37.38B$37.38B$25.11B$15.54B$30.76B$27.70B$21.43B$23.41B$30.39B$20.32B$12.40B$16.19B$16.36B$9.07B$8.23B$8.79B$8.48B$4.80B
Net Income$8.54B$8.54B$778.0M$-5.83B$8.69B$5.86B$2.69B$6.31B$14.13B$5.09B$-276.0M$2.90B$3.04B$1.19B$-1.03B$167.0M$1.85B$-1.88B
EBITDA$18.48B$18.48B$9.58B$2.49B$16.88B$12.50B$8.65B$12.80B$19.75B$9.73B$3.15B$5.80B$5.36B$2.16B$1.61B$2.92B$3.51B$438.0M
EPS7.597.590.70-5.347.755.142.375.5111.514.41-0.272.472.541.13-1.040.171.85-2.35
Gross Margin39.8%39.8%22.4%-9.1%45.2%37.6%30.6%45.7%58.9%41.5%20.2%32.2%33.2%20.4%11.8%20.0%32.0%-9.2%
Operating Margin26.2%26.2%5.2%-34.8%31.6%22.7%14.0%31.5%49.3%28.9%1.4%18.5%18.9%2.6%-7.4%8.7%18.7%-34.9%
Net Margin22.8%22.8%3.1%-37.5%28.2%21.2%12.5%27.0%46.5%25.0%-2.2%17.9%18.6%13.1%-12.5%1.9%21.8%-39.2%
Balance Sheet
Debt/Equity0.280.280.310.320.150.140.16———————0.390.220.21—
Current Ratio2.902.90————————————————
Cash Flow
Free Cash Flow$1.67B$1.67B$121.0M$-6.12B$3.11B$2.44B$83.0M$3.41B$8.52B$3.42B$-2.65B$1.19B——$415.0M$-66.0M$2.48B$718.0M
Returns
ROE15.8%15.8%1.7%-13.2%17.4%13.3%6.9%17.6%43.8%27.3%-2.3%23.6%28.3%13.0%-13.4%2.0%23.1%—
Valuation
P/E48.7848.78123.40—7.41—————————————
EV/EBITDA63.3363.3310.8133.013.77—————————————
P/B21.5121.512.141.741.29—————————————
Growth & Yield
Revenue Growth48.9%48.9%61.6%-49.5%—29.3%-8.4%-23.0%49.5%63.9%-23.4%-1.0%80.3%10.2%-6.3%3.6%76.6%—
EPS Growth984.3%984.3%113.1%-168.9%—116.9%-57.0%-52.1%161.0%1733.3%-110.9%-2.8%124.8%208.7%-711.8%-90.8%178.7%—
Dividend Yield0.1%0.1%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

129.6%

muy exigente

EPS terminal req.

$91.88

Spread vs growth

854.7%

5Y implied EPS CAGR

71.1%

muy exigente

EPS terminal req.

$111.18

Spread vs growth

913.2%

10Y implied EPS CAGR

37.2%

muy exigente

EPS terminal req.

$179.05

Spread vs growth

947.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +996.3%

Total return

+996.3%

Start / end P/E

134.9x → 136.4x

EPS bridge

0.70 → 7.59

Residual

+10.8%

EPS growth+984.3%
Multiple rerating+1.1%
Dividend+0.1%
Residual / FX / buybacks / cross-term+10.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.