AVT vs CRUS
Avnet vs Cirrus Logic — AI-powered side-by-side comparison
| Metric | AVT | CRUS |
|---|
| AI Score |
64
|
64
|
| Price |
$97.33
|
$121.91
|
| P/E Ratio |
14.63×
|
14.78×
|
| ROE |
2.2%
|
19.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
52.8%
|
| Debt / Equity |
0.23×
|
0.08×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
74.9
|
32.2
|
| Beta |
1.119
|
1.184
|
| Expected Upside |
—
|
+1.7%
|
AI Committee View
Current Innellis committee reasoning for AVT versus CRUS.
The committee scores are tied.
AVT and CRUS both score 64/100.
AVT Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 18.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- RSI at 75 is in overbought territory — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
CRUS Committee View
67% agreement
6 analysts
The primary driver is p/e of 14.5 is inexpensive for the broad market. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.5 is inexpensive for the broad market — Value
- ROE of 20.3% shows genuine earnings power backing the valuation — Value
- EPS growing 28.2% YoY — 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