Side by sideMicron (MU) and Sandisk (SNDK)Memos of October 10, 2026 and October 13, 2026
Micron vs Sandisk stock: the numbers side by side (October 2026)
How do Micron and Sandisk compare?
| Micron MU | Sandisk SNDK | |
|---|---|---|
| Revenue growth | 256.3%Year to Sep 2026 | 175.3%Jul 2026 |
| Operating margin | 74.6%Year to Sep 2026 | 61.2%Jul 2026 |
| Free cash flow | 58,963US$ millions · Year to Sep 2026 | 11,494US$ millions · Jul 2026 |
| Free cash flow yield | 4.9%Today (Oct 8, 2026) | 5.3%Today (Oct 12, 2026) |
| Dividend yield | 0.1%Today (Oct 8, 2026) | 0.0%Today (Oct 12, 2026) |
| P/E, last 12 months | 14.4xToday (Oct 8, 2026) | 20.4xToday (Oct 12, 2026) |
| P/E, next 12 months | 6.1xToday (Oct 8, 2026) | 7.0xToday (Oct 12, 2026) |
| Weighted price forecast, about 1 year | 786.12 (-26 %)October 2027 | 1331.50 (-10 %)October 2027 |
| Weighted price forecast, about 3 years | 1087.51 (+2 %)October 2029 | 2063.61 (+39 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Micron | The higher figure |
| Operating margin | Micron | The higher figure |
| Free cash flow | Micron | The higher figure |
| Free cash flow yield | Sandisk | The higher figure |
| Dividend yield | Micron | The higher figure |
| P/E, last 12 months | Micron | The lower figure |
| P/E, next 12 months | Micron | The lower figure |
| Weighted price forecast, about 1 year | Sandisk | The higher weighted return |
| Weighted price forecast, about 3 years | Sandisk | The higher weighted return |
What does each company do?
Micron makes DRAM, HBM, NAND, NOR and storage products for companies that build servers, phones, PCs, vehicles and industrial equipment.
Micron (MU), from our memo of October 10, 2026 · Micron stock forecast
Sandisk turns NAND flash—memory that keeps data when a device is off—into enterprise and client solid-state drives (SSDs), embedded storage, portable SSDs, memory cards and USB drives.
Sandisk (SNDK), from our memo of October 13, 2026 · Sandisk stock forecast