On the filings, Micron (MU) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it SELL.
Phenomenal AI/HBM upcycle, but at its multiple and its multiple on peak-cycle memory profits the price discounts perfection.
Genuine AI/cloud HDD recovery — but its multiple on peak-cycle profits with negative equity makes the price indefensible.
| Metric | MU | STX |
|---|---|---|
| Fundamentals score | 88 | 72 |
| Revenue growth (YoY) | +48.9% | +38.9% |
| Net income growth (YoY) | +997.6% | +338.5% |
| Net margin | 22.8% | 16.1% |
| Return on equity | 15.8% | — |
| ROIC (est.) | 11.6% | — |
| Liabilities / Equity | 0.53 | -18.71 |
| Piotroski F-score | 7 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 25, 2026, 7:39 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 2:06 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.