Tearsheet

Cricut (CRCT)


Market Price (12/28/2025): $5.04 | Market Cap: $1.1 Bil
Sector: Information Technology | Industry: Technology Hardware, Storage & Peripherals

Cricut (CRCT)


Market Price (12/28/2025): $5.04
Market Cap: $1.1 Bil
Sector: Information Technology
Industry: Technology Hardware, Storage & Peripherals

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.4%, FCF Yield is 19%
Weak multi-year price returns
2Y Excs Rtn is -51%, 3Y Excs Rtn is -100%
Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -10%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18%
Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.54
Key risks
CRCT key risks include [1] an over-reliance on a limited number of third-party manufacturers, Show more.
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%
  
3 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%
  
4 Low stock price volatility
Vol 12M is 50%
  
5 Megatrend and thematic drivers
Megatrends include Social Media & Creator Economy, Experience Economy & Premiumization, and Automation & Robotics. Themes include Creator Economy Monetization, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.6%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.4%, FCF Yield is 19%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -18%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 28%
3 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%
4 Low stock price volatility
Vol 12M is 50%
5 Megatrend and thematic drivers
Megatrends include Social Media & Creator Economy, Experience Economy & Premiumization, and Automation & Robotics. Themes include Creator Economy Monetization, Show more.
6 Weak multi-year price returns
2Y Excs Rtn is -51%, 3Y Excs Rtn is -100%
7 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.54
8 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.7%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -10%
9 Key risks
CRCT key risks include [1] an over-reliance on a limited number of third-party manufacturers, Show more.

Valuation, Metrics & Events

CRCT Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are the key points explaining the approximate -11.6% movement in Cricut (CRCT) stock from August 31, 2025, to December 28, 2025:

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<b>1. Multiple Analyst Downgrades and Reiterated Sell Ratings:</b> Several analysts issued or reiterated negative ratings and reduced price targets for Cricut during this period. For example, on December 5, 2025, Barclays analyst Adrienne Yih reiterated a "Sell" rating with a $4.00 price target. Similarly, on November 17, 2025, Citi reduced its price target from $4.50 to $4.00 and maintained a "Sell" rating following the company's Q3 2025 earnings report.

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<b>2. Decline in Products Revenue:</b> Cricut reported a 3% year-over-year decrease in products revenue to $87.7 million in its Q3 2025 financial results. This decline in a core revenue segment likely contributed to investor concerns.

<br><br>

<b>3. Stagnant Active User Base and Decreased Engaged Users:</b> Despite an increase in paid subscribers, Cricut's Active Users remained flat year-over-year, and 90-Day Engaged Users fell by 3% to 3.4 million in Q3 2025. This indicated a potential struggle in broadening or deepening user engagement beyond its subscriber growth.

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<b>4. Uncertainty from Tariffs:</b> In its Q3 2025 report, Cricut noted that it was navigating uncertainty introduced by tariffs. Such external economic factors can introduce investor caution and negatively impact stock performance.

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<b>5. Overall Negative Analyst Consensus:</b> As of late December 2025, the overall analyst consensus for Cricut was a "Strong Sell." The average analyst price target, updated on October 17, 2025, also forecasted a significant decrease in the stock price over the subsequent year.

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Stock Movement Drivers

Fundamental Drivers

The -19.7% change in CRCT stock from 9/27/2025 to 12/27/2025 was primarily driven by a -28.6% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)6.285.04-19.75%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)711.95714.490.36%
Net Income Margin (%)10.09%11.31%12.16%
P/E Multiple18.5313.23-28.57%
Shares Outstanding (Mil)211.87212.26-0.19%
Cumulative Contribution-19.75%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
CRCT-19.7% 
Market (SPY)4.3%34.7%
Sector (XLK)5.1%26.8%

Fundamental Drivers

The -12.1% change in CRCT stock from 6/28/2025 to 12/27/2025 was primarily driven by a -27.1% change in the company's P/E Multiple.
628202512272025Change
Stock Price ($)5.735.04-12.11%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)707.78714.490.95%
Net Income Margin (%)9.48%11.31%19.35%
P/E Multiple18.1613.23-27.11%
Shares Outstanding (Mil)212.45212.260.09%
Cumulative Contribution-12.11%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
CRCT-12.1% 
Market (SPY)12.6%32.9%
Sector (XLK)17.0%24.4%

Fundamental Drivers

The 0.9% change in CRCT stock from 12/27/2024 to 12/27/2025 was primarily driven by a 33.6% change in the company's Net Income Margin (%).
1227202412272025Change
Stock Price ($)4.995.040.91%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)734.48714.49-2.72%
Net Income Margin (%)8.47%11.31%33.62%
P/E Multiple17.2513.23-23.28%
Shares Outstanding (Mil)214.77212.261.17%
Cumulative Contribution0.90%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
CRCT0.9% 
Market (SPY)17.0%39.4%
Sector (XLK)24.0%39.3%

Fundamental Drivers

The -22.0% change in CRCT stock from 12/28/2022 to 12/27/2025 was primarily driven by a -41.3% change in the company's P/E Multiple.
1228202212272025Change
Stock Price ($)6.465.04-21.98%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)993.36714.49-28.07%
Net Income Margin (%)6.21%11.31%82.16%
P/E Multiple22.5513.23-41.31%
Shares Outstanding (Mil)215.35212.261.43%
Cumulative Contribution-22.00%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
CRCT-3.4% 
Market (SPY)48.0%25.0%
Sector (XLK)53.5%22.3%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
CRCT Return-24%-58%-20%-5%-0%-61%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
CRCT Win Rate-50%25%33%42%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
CRCT Max Drawdown-0%-72%-20%-30%-27% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventCRCTS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-85.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven593.8%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Cricut's stock fell -85.6% during the 2022 Inflation Shock from a high on 6/30/2021. A -85.6% loss requires a 593.8% gain to breakeven.

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About Cricut (CRCT)

Cricut, Inc. designs and markets a creativity platform that enables users to turn ideas into professional-looking handmade goods. It operates in three segments: Connected Machines, Subscriptions, and Accessories and Materials. The company offers connected machines, design apps, and accessories and materials for users to create personalized birthday cards, mugs, T-shirts, and large-scale interior decorations. Its connected machines include Cricut Joy, Cricut Explore, and Cricut Maker to cut, write, score, and create decorative effects using various materials, such as paper, vinyl, leather, and others; and design apps comprise Design Space app and Cricut Joy-specific app. The company also provides Cricut Access and Cricut Access Premium subscription offerings, and in-app purchases; and a software that integrates its connected machines and design apps. In addition, it offers a range of accessories and materials, such as Cricut EasyPress, Cricut Mug Press, various hand tools, machine replacement tools and blades, and project materials. The company offers its products through its third-party brick-and-mortar and online retail partners; and its website cricut.com, as well as through a network of distributors. It operates in the United States, the United Kingdom, Ireland, Australia, New Zealand, and Western Europe, as well as the Middle East, Latin America, South Africa, and Asia. The company was formerly known as Provo Craft & Novelty, Inc. and changed its name to Cricut, Inc. in March 2018. The company was incorporated in 1969 and is headquartered in South Jordan, Utah.

AI Analysis | Feedback

Here are 1-3 brief analogies for Cricut (CRCT):

  • Keurig for crafters
  • HP for DIY projects
  • Adobe for physical creation

AI Analysis | Feedback

  • Smart Cutting Machines: Electronic cutting machines that precisely cut hundreds of materials for various crafting, DIY, and personalization projects.
  • Crafting Materials: A wide range of consumables including vinyl, iron-on, cardstock, and specialty materials designed for use with Cricut machines.
  • Tools & Accessories: Essential hand tools, mats, blades, and other accessories that aid in the crafting process with Cricut machines.
  • Heat Presses: A line of compact, easy-to-use heat press machines for applying iron-on designs to apparel, mugs, hats, and other blanks.
  • Cricut Design Space: Free companion software that allows users to design, edit, and send projects to their Cricut cutting machines.
  • Cricut Access: A paid subscription service providing unlimited access to an extensive library of images, fonts, and ready-to-make projects within Design Space.

AI Analysis | Feedback

Cricut (CRCT) Major Customers

Cricut (CRCT) primarily sells its products to other companies, specifically major retailers, which then sell to individual consumers. While Cricut also sells directly to consumers through its website, its retail channel accounts for the majority of its net revenue (e.g., 70% in 2022).

According to Cricut's SEC filings (e.g., their 2022 Form 10-K), a significant portion of their revenue is concentrated with a few major customers. For the year ended December 31, 2022, revenue from their largest customer was 18% of net revenue, and revenue from their second largest customer was 15% of net revenue. While the specific names of these top two customers are not explicitly disclosed in the revenue concentration section of the public filings, they are understood to be large retail partners.

Based on their widespread retail presence and public information regarding their sales channels, Cricut's major customer companies include:

  • Amazon.com, Inc. (NASDAQ: AMZN)
  • Walmart Inc. (NYSE: WMT)
  • Target Corporation (NYSE: TGT)
  • Michaels (now a private company, no public symbol)
  • Jo-Ann Stores (formerly JOAN, recently delisted and operating under Chapter 11, no active public symbol)
  • Best Buy Co., Inc. (NYSE: BBY)
  • Hobby Lobby (private company, no public symbol)

AI Analysis | Feedback

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Ashish Arora President & CEO

Ashish Arora joined Cricut in 2012. He has over 20 years of experience in the consumer electronics and software industries. Prior to Cricut, he was General Manager at Logitech, where he scaled various business areas, including computer peripherals and digital home products, and was instrumental in creating the world's first Google TV set-top device. Arora has a background in private equity and corporate turnarounds. Earlier in his career, he spent eight years working for software and analytics-based companies in the financial sector. He holds a B.S. in Electronics Engineering, an MBA with an emphasis in Finance from the University of Kansas, and Ph.D.-level coursework in probability, statistics, and econometrics.

Kimball Shill Chief Financial Officer

Kimball Shill became Cricut's Chief Financial Officer in April 2022, having joined the company in 2019 as SVP of Operations and Quality, and later promoted to EVP in Q1 2020. He brings 30 years of experience in driving execution and scalability at high-growth companies in various sectors, including enterprise software, manufacturing, services, and consumer goods. Before joining Cricut, Shill served as COO for Morrell Agro Industries and The Event Source. He also served as CEO of Color by Amber, a private equity-backed jewelry company, where he managed a critical business situation. Earlier in his career, he held roles as VP of Sales and Marketing at TenFold Corporation and VP of Business Development at Huntsman Biotechnology, and began his career as a consultant with McKinsey & Company. Shill holds an MBA from The Wharton School, a JD from the University of Pennsylvania Law School, and a BA from Brigham Young University.

Ariel Fischer EVP DTC, Monetization, and Engagement

Ariel Fischer joined Cricut in September 2019 and has 20 years of experience driving innovation in consumer technologies, specializing in new product categories and brand relevance. Before Cricut, he spent five years as General Manager at Dolby Labs, leading the Consumer Products Group. He also spent eight years at Logitech in various leadership roles, including corporate strategy, business development, product management, and general management. Fischer began his career at a Digital TV software startup. He holds MS and BS degrees in Communication Systems Engineering.

David Henry EVP Product & Member Care

David Henry serves as Executive Vice President of Product & Member Care at Cricut since July 2021. He has over 30 years of experience in creating and delivering consumer-product experiences for both startups and global brands. Prior to Cricut, Henry was SVP, General Manager at Logitech for six years, where he drove innovation and scaled growth for products like mice, keyboards, and Harmony remotes, and later led global marketing, quality, and customer care. His career also includes senior sales and marketing roles at Iomega, SunPower, General Electric, Acuity Brands, and an early-stage smart home startup. Henry holds a BS in Mechanical Engineering from Union College.

Jennia Parkin SVP, Creative & Marketing

Jennia Parkin is the Senior Vice President of Creative & Marketing at Cricut. She has over 15 years of experience leading innovation across diverse categories, including electronics, dairy, nutrition, weight loss, skincare, ice cream, and pet care, at companies such as Nestle, Danone, and Morinda. Parkin holds an MBA from the Marriott School of Management, an MS in Mass Communications, and a BS in Marketing Communications from Brigham Young University.

AI Analysis | Feedback

Cricut Inc. (CRCT) faces several key business risks, primarily stemming from its operational dependencies, market dynamics, and competitive landscape.

The most significant risk to Cricut's business is its **dependence on third-party manufacturing and associated supply chain vulnerabilities**. The company relies on a limited number of contract manufacturers, primarily located in Malaysia and China, for its products. Any disruptions in this supply chain, including geopolitical tensions, trade barriers, tariffs, or issues with quality control and delivery delays, could severely impact Cricut's production, inventory management, and ability to meet customer demand, potentially increasing costs.

Another major risk involves **challenges in user engagement and the highly competitive nature of the DIY and crafting market**. Cricut's growth is heavily dependent on attracting and retaining users. There is a risk of declining public interest in DIY crafting, which, coupled with competitive pricing and the failure to enhance user experience, could adversely affect user engagement and sales. The market for personal cutting machines and related products is highly competitive, requiring continuous innovation from Cricut to maintain its market position against existing competitors and new entrants.

Finally, Cricut faces a **risk due to its reliance on key retail partners**. A substantial portion of the company's revenue is generated through sales via a concentrated number of brick-and-mortar and online retail partners. The loss of, or a significant decline in sales volume from, any of these major partners could negatively impact Cricut's financial performance.

AI Analysis | Feedback

The rapid advancement and increasing accessibility of home-use laser cutting and engraving machines are posing an emerging threat to Cricut. Companies in this space are developing machines that are becoming more user-friendly, compact, and affordable, while offering a wider range of material capabilities including engraving and cutting harder materials like wood and acrylic, alongside traditional crafting materials. This expansion in functionality and ease of use could attract new crafters and DIY enthusiasts who might otherwise purchase a Cricut machine, or entice existing Cricut users seeking greater versatility and different creative outputs beyond what a blade-cutting machine typically offers.

AI Analysis | Feedback

Cricut (CRCT) operates within the creative technology sector, primarily offering smart cutting machines, heat presses, and a connected software platform for home crafters. The addressable markets for its main products and services can be identified within the broader arts and crafts and do-it-yourself (DIY) industries.

  • Global Arts and Crafts Tools Market: This market was valued at approximately $12 billion in 2023 and is projected to reach $20 billion by 2032, growing at a compound annual growth rate (CAGR) of 5.5% during the forecast period. Cricut's cutting machines and accessories fall directly into this category.
  • Global Arts and Crafts Market: This broader market, encompassing materials and activities, is predicted to expand from $44.4 billion in 2024 to $62.6 billion by 2029, with a CAGR of 7.2%. North America was identified as the largest region within this market in 2024.
  • Global DIY Market (including crafts): Valued at approximately USD 850 billion in 2024, this market is expected to reach USD 1300 billion by 2033, growing at a CAGR of about 4.8% from 2025 to 2033. Cricut products are integral to the crafting segment of the DIY market.
  • Global Handmade and Craft Industry: This extensive market is estimated to be worth over $906 billion and is expected to reach USD 1.94 trillion by 2033, demonstrating a steady growth of approximately 8.83% per year from 2025 through 2033.
  • U.S. Handmade Industry: Specifically within the United States, the market for handmade goods is estimated to be worth over $268 billion and is anticipated to grow by approximately 9.8% annually for the next five years.

AI Analysis | Feedback

Cricut (CRCT) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives. These include:
  1. Growth in Paid Subscribers and Platform Revenue: Cricut is focused on expanding its subscriber base for its software platform, which includes offerings like Cricut Access. The company reported a 6% year-over-year increase in paid subscribers in Q3 2025, exceeding 3 million, contributing to a 7% rise in platform revenue during the same period. Similar growth in paid subscribers was observed in Q2 2025 (7% year-over-year) and Q1 2025 (6% year-over-year), with platform revenue consistently showing increases. Continued growth in paid subscribers and associated platform revenue is a key driver.
  2. International Expansion: Expanding into international markets is a significant growth avenue for Cricut. International revenue increased by 5% in Q3 2025, representing 24% of total revenue, up from 23% in Q3 2024. In Q2 2025, international revenue grew by 8% year-over-year, accounting for 21% of total revenue. The company is actively investing in sales and marketing in core European markets to further fuel this momentum.
  3. Launch of New Connected Machines and Product Innovation: Cricut continues to innovate and launch new hardware products. In late 2024 and early 2025, the company launched new cutting machines such as Cricut Explore 4 and Cricut Maker 4, which have received positive initial feedback from retailers and users. Connected machine revenues specifically saw a 12% increase for Q3 2025, indicating that new product introductions can stimulate sales.
  4. Expansion of Affordable Product Lines (Cricut Value): To address competitive pressures and broaden its market reach, Cricut has introduced the "Cricut Value" line of materials. This initiative aims to offer more affordable products, which could boost both domestic and international sales by appealing to a wider customer segment.
  5. Improvements in User Engagement and Software Platform: Management emphasizes ongoing enhancements to its software platform, Design Space, to improve user experience, content discovery, and project creation. These improvements are intended to foster higher engagement among active users, leading to increased project completion, greater consumption of materials, and sustained subscription to the platform, thereby indirectly contributing to revenue growth. The company is accelerating investments in engagement and development cycles to achieve this growth.

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Capital Allocation Decisions for Cricut (CRCT)

Share Repurchases

  • Cricut's Board of Directors approved a share repurchase program on May 2, 2025, authorizing the company to purchase an aggregate of $50 million of its outstanding Class A common stock.
  • As of the Q4 2024 earnings report on March 4, 2025, $22.9 million remained available under the authorized stock repurchase program.
  • During 2025 year-to-date (as of Q3 2025 earnings reported November 4, 2025), Cricut repurchased 3.5 million shares for $19.0 million.

Share Issuance

  • Cricut's common shares outstanding were approximately 211.87 million as of November 2025, showing a slight decrease of 0.86% from the previous year.
  • The number of shares outstanding for Cricut (CRCT) was 213.30 million for the fiscal year ending December 31, 2024.
  • The number of shares outstanding decreased by 0.72% over one year.

Capital Expenditures

  • Cricut's annual capital expenditures were $18.334 million in 2024, a decrease from $23.717 million in 2023 and $33.8 million in 2022.
  • Capital expenditures for the last 12 months were approximately $21.08 million.
  • The company generally allocates capital expenditures for investments supporting long-term growth.

Better Bets than Cricut (CRCT)

Trade Ideas

Select ideas related to CRCT. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
14.4%14.4%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
13.1%13.1%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
17.3%17.3%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
12.0%12.0%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
5.5%5.5%0.0%

Recent Active Movers

More From Trefis

Peer Comparisons for Cricut

Peers to compare with:

Financials

CRCTHPQHPEIBMCSCOAAPLMedian
NameCricut HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price5.0423.2624.49305.0978.16273.4051.32
Mkt Cap1.121.932.6284.9309.24,074.4158.8
Rev LTM71455,29534,29665,40257,696408,62556,496
Op Inc LTM963,6241,64411,54412,991130,2147,584
FCF LTM2002,80062711,85412,73396,1847,327
FCF 3Y Avg2412,9781,40011,75313,879100,5037,366
CFO LTM2213,6972,91913,48313,744108,5658,590
CFO 3Y Avg2633,6723,89613,49814,736111,5598,697

Growth & Margins

CRCTHPQHPEIBMCSCOAAPLMedian
NameCricut HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM-2.7%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg-10.2%-3.9%6.5%2.6%3.7%1.8%2.2%
Rev Chg Q1.5%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM0.4%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM13.4%6.6%4.8%17.7%22.5%31.9%15.5%
Op Mgn 3Y Avg10.7%7.4%7.2%16.4%24.2%30.8%13.5%
QoQ Delta Op Mgn LTM1.6%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM30.9%6.7%8.5%20.6%23.8%26.6%22.2%
CFO/Rev 3Y Avg34.6%6.8%12.7%21.4%26.1%28.4%23.8%
FCF/Rev LTM28.0%5.1%1.8%18.1%22.1%23.5%20.1%
FCF/Rev 3Y Avg31.7%5.5%4.6%18.6%24.6%25.6%21.6%

Valuation

CRCTHPQHPEIBMCSCOAAPLMedian
NameCricut HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap1.121.932.6284.9309.24,074.4158.8
P/S1.50.41.04.45.410.02.9
P/EBIT9.86.819.925.122.531.321.2
P/E13.28.6572.736.029.941.033.0
P/CFO4.85.911.221.122.537.516.2
Total Yield7.6%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg15.0%10.6%5.5%6.4%6.0%3.1%6.2%
D/E0.00.50.70.20.10.00.2
Net D/E-0.20.30.60.20.00.00.1

Returns

CRCTHPQHPEIBMCSCOAAPLMedian
NameCricut HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn6.1%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn-19.7%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn-12.1%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn0.9%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn-22.0%-1.9%71.1%143.1%81.3%120.2%76.2%
1M Excs Rtn1.7%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn-24.1%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-24.4%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-16.3%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-100.4%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Revenue by Segment
$ Mil2024202320222021
Products456   
Platform309   
Accessories and Materials 361552431
Connected Machines 253548417
Subscriptions 272206111
Total7658861,306959


Price Behavior

Price Behavior
Market Price$5.04 
Market Cap ($ Bil)1.1 
First Trading Date03/25/2021 
Distance from 52W High-26.3% 
   50 Days200 Days
DMA Price$4.99$5.29
DMA Trendindeterminatedown
Distance from DMA1.1%-4.7%
 3M1YR
Volatility37.8%50.2%
Downside Capture175.51134.94
Upside Capture34.47115.07
Correlation (SPY)34.9%39.5%
CRCT Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.611.241.331.531.020.85
Up Beta0.561.110.871.620.790.48
Down Beta0.650.340.861.620.880.80
Up Capture-16%38%90%98%150%79%
Bmk +ve Days12253873141426
Stock +ve Days9183363127358
Down Capture108%235%213%176%121%105%
Bmk -ve Days7162452107323
Stock -ve Days9222860114373

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
null
Based On 5-Year Data
null
Based On 10-Year Data
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Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity6,192,009
Short Interest: % Change Since 11302025-2.0%
Average Daily Volume457,250
Days-to-Cover Short Interest13.54
Basic Shares Quantity212,257,907
Short % of Basic Shares2.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/4/2025-5.2%-4.2%-0.8%
8/5/202516.9%14.6%20.8%
3/4/20254.2%4.0%2.1%
11/5/2024-15.2%-15.2%-15.1%
8/6/20247.9%4.3%1.0%
3/5/2024-3.3%1.4%0.6%
11/7/2023-8.6%-9.0%-18.0%
8/8/20236.4%-3.7%-5.8%
...
SUMMARY STATS   
# Positive889
# Negative776
Median Positive7.8%6.5%10.5%
Median Negative-15.2%-10.1%-10.5%
Max Positive22.7%42.0%69.6%
Max Negative-18.2%-22.9%-18.0%

SEC Filings

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Report DateFiling DateFiling
93020251105202510-Q 9/30/2025
6302025806202510-Q 6/30/2025
3312025507202510-Q 3/31/2025
12312024305202510-K 12/31/2024
93020241106202410-Q 9/30/2024
6302024807202410-Q 6/30/2024
3312024508202410-Q 3/31/2024
12312023306202410-K 12/31/2023
93020231108202310-Q 9/30/2023
6302023809202310-Q 6/30/2023
3312023510202310-Q 3/31/2023
12312022313202310-K 12/31/2022
93020221109202210-Q 9/30/2022
6302022810202210-Q 6/30/2022
3312022511202210-Q 3/31/2022
12312021309202210-K 12/31/2021