CRUS vs IPGP
Cirrus Logic vs IPG Photonics — AI-powered side-by-side comparison
VS
IPGP
IPG Photonics
63
Buy
| Metric | CRUS | IPGP |
|---|
| AI Score |
64
|
63
|
| Price |
$121.91
|
$84.80
|
| P/E Ratio |
14.78×
|
136.71×
|
| ROE |
19.5%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.8%
|
38.4%
|
| Debt / Equity |
0.08×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
32.2
|
47.5
|
| Beta |
1.184
|
0.999
|
| Expected Upside |
+1.7%
|
+0.7%
|
AI Committee View
Current Innellis committee reasoning for CRUS versus IPGP.
CRUS leads by 1 points.
CRUS scores 64/100 (Buy) versus IPGP at 63/100 (Buy).
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
IPGP Committee View
67% agreement
6 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is p/e of 136.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 136.8 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 36.2% signals elevated volatility — Risk