CRUS vs TTWO
Cirrus Logic vs Take-Two Interactive — AI-powered side-by-side comparison
VS
TTWO
Take-Two Interactive
64
Buy
| Metric | CRUS | TTWO |
|---|
| AI Score |
64
|
64
|
| Price |
$121.91
|
$253.52
|
| P/E Ratio |
14.78×
|
-142.49×
|
| ROE |
19.5%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.8%
|
56.0%
|
| Debt / Equity |
0.08×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
32.2
|
58.7
|
| Beta |
1.184
|
0.983
|
| Expected Upside |
+1.7%
|
+5.5%
|
AI Committee View
Current Innellis committee reasoning for CRUS versus TTWO.
The committee scores are tied.
CRUS and TTWO 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
TTWO Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical