StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
MU.MX$17949.98+8.33%
Fair $17949.98+0.0%

MU.MX

Micron Technology, Inc.

Technology / SemiconductorsMexico

$17949.98

+1380.39 (+8.33%)

Fairly Valued+0.0%Fair Value $17949.98Fund rank 27/100 · 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $121.0M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
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 · MU.MXLocal 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

$20.24T

P/E

49.0x

↑

EV/EBITDA

1092.9x

↑

ROE

15.8%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.28

↑
52-Week Range$17950
$1770$18175

TradingView lightweight chart

MU.MX price, volumen y niveles de valoración

Último $17,950Periodo +11159.6%
Fair value: $17,950

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+6.7%

FCF CAGR

-18.8%

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

2022-FY → 2025-FY

Gross margin

39.8%-5.4% pts

Operating margin

26.2%-5.3% pts

Net margin

22.8%-5.4% pts

FCF margin

4.5%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.38B$37.38B$25.11B$15.54B$30.76B
Net Income$8.54B$8.54B$778.0M$-5.83B$8.69B
EBITDA$18.48B$18.48B$9.58B$2.49B$16.88B
EPS7.597.590.70-5.347.75
Gross Margin39.8%39.8%22.4%-9.1%45.2%
Operating Margin26.2%26.2%5.2%-34.8%31.6%
Net Margin22.8%22.8%3.1%-37.5%28.2%
Balance Sheet
Debt/Equity0.280.280.310.320.15
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$1.67B$1.67B$121.0M$-6.12B$3.11B
Returns
ROE15.8%15.8%1.7%-13.2%17.4%
Valuation
P/E49.0249.022467.40—148.39
EV/EBITDA1092.861092.86202.25528.8776.41
P/B372.82372.8242.7929.6825.85
Growth & Yield
Revenue Growth48.9%48.9%61.6%-49.5%—
EPS Growth984.3%984.3%113.1%-168.9%—
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

494.3%

muy exigente

EPS terminal req.

$1592.76

Spread vs growth

490.0%

5Y implied EPS CAGR

202.6%

muy exigente

EPS terminal req.

$1927.24

Spread vs growth

781.6%

10Y implied EPS CAGR

82.5%

muy exigente

EPS terminal req.

$3103.84

Spread vs growth

901.8%

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 +889.0%

Total return

+889.0%

Start / end P/E

2592.9x → 2365.0x

EPS bridge

0.70 → 7.59

Residual

-86.5%

EPS growth+984.3%
Multiple rerating-8.8%
Dividend+0.1%
Residual / FX / buybacks / cross-term-86.5%

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.