CRUS
Cirrus Logic, Inc.
CRUS has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over CRUS overall, supported by stronger modeled upside and stronger fundamentals.
CRUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
CRUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
CRUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 15x | $122 | — |
| Cheap | 16x | $128 | +4.8% |
| Fair | 21x | $168 | +38% |
| Expensive | 28x | $219 | +80% |
Historical ranges are pointers, not guarantees.
CRUS's PE is in its cheap range at 15x.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over CRUS in the historical PE scenario, which offers more potential upside but is not a forecast.
CRUS Forward outlook
There aren't enough analyst estimates for CRUS to show an outlook.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, with profitability improving.
CRUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $7.93 | +13% |
| Q2 2026 | $8.18 | +28% |
| Q1 2026 | $7.85 | +31% |
| Q4 2025 | $7.58 | +38% |
| Q3 2025 | $7.03 | +20% |
| Q2 2025 | $6.38 | +19% |
| Q1 2025 | $6.00 | +22% |
| Q4 2024 | $5.48 | +73% |
CRUS's earnings per share have climbed steadily: $7.93 over the past year, up 13% from the year before, and higher year over year for 11 quarters in a row.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over CRUS in the latest year-over-year earnings comparison.
CRUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $559.5M | -0.3% |
| Q2 2026 | $459.7M | +13% |
| Q1 2026 | $448.5M | +5.7% |
| Q4 2025 | $580.6M | +4.5% |
| Q3 2025 | $561M | +3.5% |
| Q2 2025 | $407.3M | +8.9% |
| Q1 2025 | $424.5M | +14% |
| Q4 2024 | $555.7M | -10% |
CRUS's revenue is growing: $559M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | -2.1 points |
| Q2 2026 | 18% | +0.6 points |
| Q1 2026 | 20% | -0.1 points |
| Q4 2025 | 26% | +0.1 points |
| Q3 2025 | 26% | +1.5 points |
| Q2 2025 | 18% | +5.3 points |
| Q1 2025 | 20% | +6.2 points |
| Q4 2024 | 26% | -0.8 points |
CRUS's operating margin was 24% last quarter, down 2.1 points from the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK has the edge over CRUS on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over CRUS on profitability, with a higher operating margin.
CRUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $42.5M | -52% |
| Q2 2026 | $49M | -57% |
| Q1 2026 | $149M | +17% |
| Q4 2025 | $285.7M | +35% |
| Q3 2025 | $88.3M | +1489% |
| Q2 2025 | $113.5M | +47% |
| Q1 2025 | $127M | -22% |
| Q4 2024 | $211.9M | -30% |
CRUS generated $526M in free cash flow over the past year, down 2.7% from the year before.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over CRUS on cash flow, with more consistent year-over-year improvement.
CRUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -872K shares |
| 1 year | -3% | -1.6M shares |
| 3 years | -8.5% | -4.8M shares |
| 5 years | -13% | -8M shares |
| Available history | -15% | -9M shares |
CRUS has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $128.5M |
| Q2 2026 | $31.5M |
| Q1 2026 | $70M |
| Q4 2025 | $70M |
| Q3 2025 | $40M |
| Q2 2025 | $100M |
| Q1 2025 | $100M |
| Q4 2024 | $70M |
CRUS spent $300M buying back its own shares over the past year, down 3.2% from the year before.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
CRUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.4x | Net Cash |
| Q2 2026 | -1.5x | Net Cash |
| Q1 2026 | -1.6x | Net Cash |
| Q4 2025 | -1.5x | Net Cash |
| Q3 2025 | -1.2x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -1.2x | Net Cash |
CRUS has the edge over SNDK on leverage, with a lower net debt burden relative to earnings.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
CRUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 41.1 | Neutral |
CRUS's weekly RSI is 47 (neutral) and its Stochastic is 41 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
CRUS PE vs Technology Sector
| Metric | CRUS | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 28x | 45% below |
| PE % | 15 | 35 | 20 pts below |
CRUS is trading at 15x earnings, a 45% discount to the Technology sector's median of 28x.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over CRUS on valuation relative to its sector.
CRUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $114.2 | 6.6% above |
| 20 week MA | $121.6 | 0.1% above |
| 50 week MA | $135.7 | 10% below |
| 100 week MA | $121.5 | 0.2% above |
| 200 week MA | $108.8 | 12% above |
CRUS has stronger trend alignment. CRUS is above 4 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
CRUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $83.4 | $81.0 | -2.9% |
| 2021 | $81.0 | $91.5 | +13% |
| 2022 | $91.5 | $75.0 | -18% |
| 2023 | $75.0 | $83.2 | +11% |
| 2024 | $83.2 | $101.9 | +22% |
| 2025 | $101.9 | $120.9 | +19% |
| 2026 YTD | $120.9 | $121.7 | +0.7% |
CRUS has finished higher in four of the last six years. It's up 0.7% so far in 2026.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over CRUS on returns for 2026, with the stronger performance.