Cirrus Logic (CRUS)

Technology · Semiconductors
$116.90 -1.66% on the day Market cap $5.7B 52-week range $106.26 to $180.42 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-6% a year for 10 years

At a market value of $5.7B, Cirrus Logic's free cash flow of $637M (fiscal 2026) would need to grow about -6% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Cirrus Logic's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-5.6% a year
Free cash flow, last 9 years7.7% a year
Revenue, same period2.9% a year
Price to free cash flow9.0x

Fundamental grade

A

Five factors scored 1 to 9 from CRUS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation7
Profitability8
Growth7
Financial health9
Cash efficiency9

Key numbers

P/E (trailing)14.3x
P/E (forward)12.5x
Price / free cash flow8.99x
EV / EBITDA9.89x
Price / sales2.79x
Price / book2.89x
Revenue growth+12.9%
Operating margin23.1%
Net margin21.0%
Return on equity19.7%
Dividend yield—
Debt / equity0.17x

Results from SEC filings

Fiscal years, from Cirrus Logic's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20222023202420252026
Revenue$1.8B$1.9B$1.8B$1.9B$2.0B
Net income$326M$177M$275M$332M$414M
Free cash flow$99M$304M$384M$422M$637M
EPS (diluted)$5.52$3.09$4.90$6.00$7.85
Operating margin20.6%13.1%19.2%21.6%23.0%

Where the revenue comes from

Revenue by segments, fiscal 2021.

Portable Products$1.2B90%
Non-Portable and Other Products$135M10%

Superinvestors who own CRUS

From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Added $164M0.06%Q2 2026
Joel Greenblatt
Gotham Asset Management
Added $48M0.11%Q2 2026

Insider buying

Open-market purchases by Cirrus Logic's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of CRUS in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

Get an alert at your buy price

Pick the price you'd be interested at. We'll email you when CRUS trades at or below it.

$

Free accounts get 3 price alerts. No card needed.

In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Cirrus Logic's stock price imply?

At a market value of $5.7B, Cirrus Logic would need its free cash flow to grow about -6% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 8% a year.

Are Cirrus Logic insiders buying the stock?

No open-market insider purchases of CRUS in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Cirrus Logic?

2 of the superinvestors Investingly tracks hold CRUS in their latest 13F, including Cliff Asness, Joel Greenblatt.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.