CRUS vs WDC
Cirrus Logic vs Western Digital — AI-powered side-by-side comparison
VS
WDC
Western Digital
64
Buy
| Metric | CRUS | WDC |
|---|
| AI Score |
64
|
64
|
| Price |
$124.89
|
$434.57
|
| P/E Ratio |
14.78×
|
15.99×
|
| ROE |
19.5%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
52.8%
|
48.9%
|
| Debt / Equity |
0.08×
|
0.12×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
32.2
|
31.7
|
| Beta |
1.163
|
2.166
|
| Expected Upside |
+1.7%
|
+84.0%
|
AI Committee View
Current Innellis committee reasoning for CRUS versus WDC.
The committee scores are tied.
CRUS and WDC both score 64/100.
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
WDC Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 117.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 35.7% YoY -- genuine top-line momentum — Growth
- EPS growing 363.8% YoY — Growth
Bear Case
- Price-to-book of 22.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 32.0% signals elevated volatility — Risk