CRUS Stock Analysis — Cirrus Logic
Sector: Semiconductors
AI Verdict
CRUS is cheap compared to other chipmakers, but the 8.7% growth forecast means you're not getting a bargain unless its OEM relationships keep delivering.
Competitive Moat
Cirrus Logic designs custom audio and voice ICs that are deeply embedded in flagship smartphones, creating switching costs for device makers. Its defensibility comes from long-term design wins with major OEMs and proprietary signal processing technology.
Summary
CRUS is notable for its entrenched position as a supplier of high-performance audio chips to top smartphone brands.
Where It Stands
Cirrus Logic trades at 18.1x next year's earnings, below the semiconductor sector median of 25x, with analysts expecting 8.7% EPS growth and a trailing P/E of 19.7x.
Key Metrics
- Trailing P/E: 19.7x
- Forward P/E: 18.1x
- PEG Ratio: 2.25
- Earnings Growth: +0.1%
- Revenue Growth: +0.1%
- 52-Week High: $179.00
- 52-Week Low: $92.02
Analyst Consensus
10 Buy · 4 Hold · 0 Sell (14 analysts)
Bull Case
The forward P/E of 18.1x is a discount to the sector, so you're paying less for each dollar of expected earnings growth than for most chip stocks.
Bear Case
With a trailing PEG ratio of 2.25, you're paying a premium the current growth rate doesn't fully justify if earnings don't accelerate.
Catalyst to Watch
Watch for new smartphone design wins or major customer announcements, as these directly impact future earnings visibility.