CPAY vs CRUS
Corpay vs Cirrus Logic — AI-powered side-by-side comparison
| Metric | CPAY | CRUS |
|---|
| AI Score |
71
|
64
|
| Price |
$393.20
|
$124.89
|
| P/E Ratio |
23.60×
|
14.78×
|
| ROE |
27.5%
|
19.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
73.3%
|
52.8%
|
| Debt / Equity |
2.35×
|
0.08×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
61.8
|
32.2
|
| Beta |
0.881
|
1.163
|
| Expected Upside |
+1.9%
|
+1.7%
|
AI Committee View
Current Innellis committee reasoning for CPAY versus CRUS.
CPAY leads by 7 points.
CPAY scores 71/100 (Buy) versus CRUS at 64/100 (Buy).
CPAY Committee View
100% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 14.7% downside vs 1.9% upside.
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