COMPARE · Data as of August 21, 2026
CRUS vs MU
Verdict: Side-by-side breakdown using the Bull Rankings model. CRUS scored 67.0, MU scored 90.0 — MU leads.
Compare another set
CRUS
Cirrus Logic, Inc.
67
$115.33 · $5.8B
fundamentals as of
Score gap
23.0
MU leads
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCRUS14.1x
- Fastest growthMU+167.0%
- 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.
Fundamentals, head-to-head
CRUS
MU
$572mC+
FCF
$26.2bA
+6.2%C+
Rev
+167.0%A
0.06A-
D/E
0.06A-
14.1xA
P/E
21.8xB+
9.35D
PEG
0.14A
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
CRUS
MU
26% below
Price vs fair valuelower is cheaper
—
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+30%
1-yr DCF upside
—
+35%
5-yr DCF upside
—
+41%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRUS
Why this score
- Buying back stock
- Durable high returns
MU
No notable signals flagged.
The companies
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.
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 23% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +57% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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.