Cirrus Logic Inc. Common Stock (CRUS)

FairStock Score: 69/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for understandable businesses with honest numbers and a margin of safety. Cirrus Logic designs fabless mixed-signal audio chips—codecs, amplifiers, DSPs—used in consumer devices. That is a cyclical, competitive field, and the provided Lynch category says semiconductors follow the economic cycle. Still, the numbers show a real business. In fiscal FY2026, the year ended 2026-03-28, revenue was $2.0B, net income $414.4M, and diluted EPS $7.85. In fiscal FY2025, the year ended 2025-03-29, revenue was $1.9B, net income $331.5M, and diluted EPS $6.00; in fiscal FY2024, the year ended 2024-03-30, revenue was $1.8B, net income $274.6M, and diluted EPS $4.90. Profits and EPS compounded faster than sales. The latest filed quarter, fiscal Q1 2027 ended 2026-06-27, had revenue of $459.7M, net income of $76.9M, and diluted EPS of $1.47, versus fiscal Q1 2026, ended 2025-06-28, revenue of $407.3M, net income of $60.7M, and diluted EPS of $1.14. The balance sheet is fortress-like: D/E 0.06 and Altman Z-Score 9.76. FairStock calculations show ROE 20.90%, ROCE 12.16%, and TTM free cash flow $571.0M, a 10.6% FCF yield. At $107.99 on 2026-10-13, FairStock shows P/E 13.20, P/B 2.49, PEG 0.89, and EV/EBITDA 8.40. The Graham Number is $89.37, so the price is about 21% above that conservative value marker. Piotroski is 5/9, and FairStock Score is 69/100. I would call it a financially strong cyclical at a fair-to-cheap price, not a wide-moat bargain.

In plain English: Cirrus Logic makes audio and mixed-signal chips for devices such as smartphones and other electronics. The business is profitable, carries very little debt, and produces strong cash flow, but sales growth has been modest and the shares sit near the low end of their 52-week range. At the recent price, the shares look moderately cheap relative to profits and cash generation, though not a deep bargain.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-06-27) · fiscal Q3 2026 10-Q (period ended 2025-12-27) · fiscal Q2 2026 10-Q (period ended 2025-09-27) · fiscal Q1 2026 10-Q (period ended 2025-06-28) · FY2026 10-K (period ended 2026-03-28) · FY2025 10-K (period ended 2025-03-29) · FY2024 10-K (period ended 2024-03-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer