Cirrus Logic, Inc. (CRUS)
POSITIVEFundamental
83
Price
$111.27
Market Cap
$5.62B
Part 1 · What the company is worth
Overview
Cirrus Logic, Inc., a fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally. The company offers audio products, including amplifiers; codecs components that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single integrated circuit (IC); smart codecs, a codec with integrated digital signal processing; standalone digital signal processors; and SoundClear technology for use in smartphones, PCs, tablets, AR/VR headsets, wearables, home theatre systems, automotive entertainment systems, and professional audio systems. It also provides camera controllers, haptic and sensing solutions, and battery and power ICs for smartphones, as well as products for automotive, industrial, and imaging applications. The company markets and sells its products through direct sales force, external sales representatives, and distributors. Cirrus Logic, Inc. was incorporated in 1984 and is headquartered in Austin, Texas.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
No editorial profile for this company yet
No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$2.05B
Trailing 12 months (through 6/27/2026)
Net Income
$431M
Trailing 12 months (through 6/27/2026)
Free Cash Flow
$637M
Total Equity
$2.13B
Total Liabilities
$361M
Current Ratio
7.58
Interest Coverage
470.54
Debt/EBITDA
0.25
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$195.04
Current Price
$111.27
Margin of Safety
+43.0%
Fair Value Range
$126.78 - $263.30
Estimation Methods
Valuation Metrics
P/E Ratio
13.65
ROE
19.5%
P/B Ratio
2.56
P/FCF
9.78
Gross Margin
52.8%
ROIC
15.8%
Profitability Radar
Value Creation (Economic Moat)
ROIC
15.8%
WACC
10.9%
ROIC − WACC
+4.9 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (24)
- EPS shows upward trend
- EPS CAGR 17.56%
- Price CAGR 7.39%
- ROIC 15.8%
- Gross Margin 52.8%
- P/FCF 9.78
- P/B Ratio 2.56
- Debt/Equity ratio
- Operating Margin 23.0%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 20.3%
- Revenue Growth 5Y 7.8%
- Analyst Consensus 75% Buy
- Earnings Surprise avg 11.2%
- PEG Ratio 0.84
- Earnings Quality (OCF/NI) 1.39
- Share Dilution -4.5%
- Net Margin Trend 21.0% vs 18.1%
- Piotroski F-Score 8/9
Failed (3)
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
Unavailable (1)
- Dividend Payout NaN%
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. John M. Forsyth | CEO, President & Director | 51 |
| Mr. Jeffrey L. Woolard | CFO & Principal Accounting Officer | 55 |
| Mr. Gregory Scott Thomas | Executive Vice President & General Counsel | 59 |
| Mr. Carl Jackson Alberty | Executive Vice President of Mixed Signal Products | 48 |
| Mr. Justin E. Dougherty | Executive Vice President of Global Operations | 49 |
| Ms. Chelsea Heffernan | Director of Investor Relations | - |
| Mr. Andrew Brannan | Executive Vice President of Worldwide Sales | 58 |
| Ms. Denise Grode | Executive VP & Chief Human Resources Officer | 50 |
| Mr. Jeffrey W. Baumgartner | Executive Vice President of Research and Development | 50 |
| Mr. Michael Coyle Barrett | Corporate Secretary | - |
Audit Risk
3
Board Risk
1
Compensation Risk
1
Shareholder Rights Risk
3
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for CRUS, sourced from Markets Gazette.
- 3/3/2026NEUTRALBreaking Down Cirrus Logic: 4 Analysts Share Their Views
Recent analyst rating revisions for Cirrus Logic (CRUS) present a mixed picture. In January 2022, both Barclays and Keybanc maintained their "Overweight" recommendation, signaling confidence in the stock's future prospects. However, an earlier action by B of A Securities in September 2021, which downgraded the stock from "Neutral" to "Underperform," introduces a note of caution. This dichotomy in analyst opinions suggests that while some still see growth potential, others may be concerned about upcoming challenges or the current valuation. Investors should carefully consider these conflicting signals.
- 2/22/2026NEUTRALCirrus Logic EVP Sells 3000 Shares as Company Experiences High Executive Transactional Activity
Despite a recent positive earnings report and stock growth, insider transactional activity at Cirrus Logic remains high. A key executive sold 3,000 shares, an operation that, while not necessarily negative in itself, occurs within a context of numerous transactions by various executives. This volume of internal trading, even in light of encouraging results, could suggest management caution regarding short-term future prospects or simply personal portfolio diversification. Investors will closely watch if this activity continues and its impact on the stock's trend.
via Markets Gazette