COMPARE · Data as of August 21, 2026
CRUS vs ICHR
Verdict: Side-by-side breakdown using the Bull Rankings model. CRUS scored 67.0, ICHR scored 41.5 — CRUS leads.
Compare another set
CRUS
Cirrus Logic, Inc.
67
$115.33 · $5.8B
fundamentals as of
Score gap
25.5
CRUS leads
ICHR
Ichor Holdings, Ltd.
41.5
$60.20 · $2.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthICHR+9.1%
- Strongest balance sheetCRUS0.06
- Highest qualityCRUS89 / 100
- Largest discount to fair valueCRUS-26%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CRUS
stronger →← stronger
ICHR
89
Qualityreturns · margins · balance sheet
21
61
Growthrevenue & earnings expansion
52
56
Valuevaluation vs sector peers
65
CRUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRUS
ICHR
$572mC+
FCF
-$26mF
+6.2%C+
Rev
+9.1%B
0.06A-
D/E
0.18B+
14.1xA
P/E
—
9.35D
PEG
0.55A-
—
P/S
2.2xA-
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
ICHR
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
ICHR
Why this score
- Diluting shareholders
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.
ICHRIchor Holdings, Ltd.
Why now
Semiconductor Equipment & Materials · market cap $2.3b. Down 47% from 52-week high of $113.58 — deep drawdown territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $95.86 (implying +59% 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
Free cash flow is negative (-$26m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -4.0%) — path to GAAP profitability is the core thesis risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 CRUS and ICHR diverge
On the headline score the gap is 25.5 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.
- QualityCRUS 88.6 · ICHR 21.3CRUS +67.3
- GrowthCRUS 60.7 · ICHR 51.6CRUS +9.1
- ValueCRUS 55.9 · ICHR 65.0ICHR +9.1
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.