ADI vs CRUS
Analog Devices vs Cirrus Logic — AI-powered side-by-side comparison
ADI
Analog Devices
68
Buy
VS
| Metric | ADI | CRUS |
|---|
| AI Score |
68
|
64
|
| Price |
$389.87
|
$124.89
|
| P/E Ratio |
57.68×
|
14.78×
|
| ROE |
6.7%
|
19.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
64.5%
|
52.8%
|
| Debt / Equity |
0.26×
|
0.08×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.7
|
32.2
|
| Beta |
1.188
|
1.163
|
| Expected Upside |
+14.3%
|
+1.7%
|
AI Committee View
Current Innellis committee reasoning for ADI versus CRUS.
ADI leads by 4 points.
ADI scores 68/100 (Buy) versus CRUS at 64/100 (Buy).
ADI Committee View
67% agreement
6 analysts
The primary driver is revenue growing 29.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 57.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 57.3 is expensive by classic value standards — Value
CRUS Committee View
67% agreement
6 analysts
The primary driver is eps growing 31.0% yoy. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 20.2% shows genuine earnings power backing the valuation — Value
- EPS growing 31.0% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Weekly RSI at 24 -- oversold on the larger timeframe too — Technical
- Bollinger bandwidth of 16.2% signals elevated volatility — Risk