Cirrus Logic vs Penguin Solutions
Cirrus Logic is the larger business, with $2.00bn of revenue in fiscal 2026 against $1.73bn for Penguin Solutions (1.2 times as much). Penguin Solutions grew faster (26.5% against 5.3%). Cirrus Logic kept more of each dollar of sales as profit: a net margin of 20.7% against 10.4%.
| Latest fiscal year | Cirrus LogicCRUS, 2026 | Penguin SolutionsPENG, 2026 |
|---|---|---|
| Revenue | $2.00bn | $1.73bn |
| Revenue growth | 5.3% | 26.5% |
| Net income | $414m | $181m |
| Operating margin | 23.0% | — |
| Net margin | 20.7% | 10.4% |
| Return on equity | 20.3% | 39.5% |
| Free cash flow | $637m | −$163m |
| Cash | $801m | $647m |
| Total debt | $0 | $789m |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $280m | $74.4m |
| Employees | 1,668 | 2,800 |
| Market value | $5.72bn | $3.22bn |
| Price vs our value range | Below our value range | — |
| Moat score | 87 (Strong) | 43 (Weak) |
| Insider trades, 12 months | 0 buys, 23 sales | 0 buys, 38 sales |