CRUS
9/9 ScoreCirrus Logic, Inc.
Analysis Date: February 2, 2026
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 19.3%
High ROIC
Return on Invested Capital > 9%
Value: 15.8%
Cash Machine
FCF / Assets > 5%
Value: 17.9%
Fair Valuation
Earnings Yield > 3.5%
Value: 5.7%
Share Buybacks
Share Count is Dropping
Value: -2.1%
Defensible Moat
Gross Profit Margin > 40%
Value: 53.0%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Technology
Conservative Debt
Debt to Equity < 1.5
Value: 0.07x
Consistent Growth
5-Year Growth is Positive
Value: 128.1%
Analysis Summary
This business, Cruise, has certainly caught my eye. A strong showing across the board – excellent returns on capital, a tidy cash flow, and a robust balance sheet with barely any debt to speak of. The defensible moat in technology suggests it can weather economic storms, and the consistent growth is a welcome sign for any long-term investor. It's rare to see a company tick so many boxes of quality and value.
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