COMPARE · Data as of August 21, 2026
AMKR vs CRUS
Verdict: Side-by-side breakdown using the Bull Rankings model. AMKR scored 58.0, CRUS scored 67.0 — CRUS leads.
Compare another set
AMKR
Amkor Technology, Inc.
58
$50.26 · $12.5B
fundamentals as of
Score gap
9.0
CRUS leads
CRUS
Cirrus Logic, Inc.
67
$115.33 · $5.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCRUS14.1x
- Fastest growthAMKR+12.7%
- Strongest balance sheetCRUS0.06
- Highest qualityCRUS89 / 100
- Largest discount to fair valueCRUS-26%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AMKR
stronger →← stronger
CRUS
50
Qualityreturns · margins · balance sheet
89
79
Growthrevenue & earnings expansion
61
50
Valuevaluation vs sector peers
56
CRUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AMKR
CRUS
$167mC
FCF
$572mC+
+12.7%B+
Rev
+6.2%C+
0.57C+
D/E
0.06A-
22.5xB+
P/E
14.1xA
0.76A-
PEG
9.35D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AMKR
CRUS
655% above
Price vs fair valuelower is cheaper
26% below
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-3%/yr
-88%
1-yr DCF upside
+30%
-87%
5-yr DCF upside
+35%
-85%
10-yr DCF upside
+41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AMKR
Why this score
- Cut its dividend
CRUS
Why this score
- Buying back stock
- Durable high returns
The companies
AMKRAmkor Technology, Inc.
Why now
Semiconductor Equipment & Materials · market cap $12.5b. Down 48% from 52-week high of $96.68 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.76 — paying under fair value for the growth rate. 9 sell-side analysts publish a mean 1-yr target of $77.11 (implying +53% upside).
Moat
Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
CRUSCirrus Logic, Inc.
Why now
Semiconductors · market cap $5.8b. Down 36% from 52-week high of $180.42 — deep drawdown territory. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $165.00 (implying +43% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 133% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AMKR and CRUS diverge
On the headline score the gap is 9.0 points in favor of CRUS. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAMKR 50.0 · CRUS 88.6CRUS +38.6
- GrowthAMKR 78.7 · CRUS 60.7AMKR +18.0
- ValueAMKR 49.7 · CRUS 55.9CRUS +6.2
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.