COMPARE · Data as of August 21, 2026
CRUS vs LRCX
Verdict: Side-by-side breakdown using the Bull Rankings model. CRUS scored 67.0, LRCX scored 57.0 — CRUS leads.
Compare another set
CRUS
Cirrus Logic, Inc.
67
$115.33 · $5.8B
fundamentals as of
Score gap
10.0
CRUS leads
LRCX
Lam Research Corporation
57
$314.00 · $392.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCRUS14.1x
- Fastest growthLRCX+26.0%
- 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.
The model, pillar by pillar (0–100 each)
CRUS
stronger →← stronger
LRCX
89
Qualityreturns · margins · balance sheet
85
61
Growthrevenue & earnings expansion
83
56
Valuevaluation vs sector peers
26
CRUS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRUS
LRCX
$572mC+
FCF
$4.9bB
+6.2%C+
Rev
+26.0%A-
0.06A-
D/E
0.33B
14.1xA
P/E
54.6xC
9.35D
PEG
1.43B
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
LRCX
26% below
Price vs fair valuelower is cheaper
517% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+30%
1-yr DCF upside
-87%
+35%
5-yr DCF upside
-84%
+41%
10-yr DCF upside
-78%
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
LRCX
Why this score
- Raising its dividend
- Durable high returns
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.
LRCXLam Research Corporation
Why now
Semiconductor Equipment & Materials · market cap $392.9b. Down 28% from 52-week high of $438.50 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 31 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $371.35 (implying +18% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 58% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $392.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 54.6x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.86 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 16.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 LRCX diverge
On the headline score the gap is 10.0 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.
- ValueCRUS 55.9 · LRCX 26.1CRUS +29.8
- GrowthCRUS 60.7 · LRCX 83.3LRCX +22.6
- QualityCRUS 88.6 · LRCX 85.2CRUS +3.4
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.