CRUS vs ONTO
Cirrus Logic vs Onto Innovation — AI-powered side-by-side comparison
VS
ONTO
Onto Innovation
64
Buy
| Metric | CRUS | ONTO |
|---|
| AI Score |
64
|
64
|
| Price |
$121.91
|
$291.66
|
| P/E Ratio |
14.78×
|
114.61×
|
| ROE |
19.5%
|
6.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.8%
|
50.4%
|
| Debt / Equity |
0.08×
|
0.77×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
32.2
|
63.4
|
| Beta |
1.184
|
1.587
|
| Expected Upside |
+1.7%
|
+2.5%
|
AI Committee View
Current Innellis committee reasoning for CRUS versus ONTO.
The committee scores are tied.
CRUS and ONTO both score 64/100.
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
ONTO Committee View
60% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 35.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 35.3% signals elevated volatility — Risk