Quality Investor

Corsair Gaming, Inc.

Rank #173Startup

CRSR · Nasdaq · Technology

Corsair Gaming, Inc. (CRSR) — Rank #173 by gross profitability (GP/assets 0.35) · ROE -2.4% · Piotroski F-Score 6 / 9.

As-of 2026-09-15 · CIK 0001743759 · all metrics point-in-time as of the filing date.

About

Corsair Gaming, Inc., together with its subsidiaries, designs and sells gaming and streaming peripherals, components, and systems in Europe, the Middle East, North Africa, North America, Latin America, and the Asia Pacific.

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The company operates in two segments, Gamer and Creator Peripherals, and Gaming Components and Systems. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, and controllers Stream Decks, microphones, teleprompters, audio interfaces, Facecam streaming cameras, studio accessories, command center displays, sim racing products, and gaming furniture. Its Gaming Components and Systems segment provides power supply units, cooling solutions, computer cases, dynamic random access memory modules. pre- and custom-built gaming personal computers and laptops, and AI workstations. The company also offers software platforms, including iCUE for gamers and Elgato streaming suite for content creators, as well as digital services. It sells its products through e-retail, retail, and direct-to-consumer channels, as well as distributors. The company was formerly known as Corsair Components (Cayman) Ltd and changed its name to Corsair Gaming, Inc. in 2018. Corsair Gaming, Inc.

was incorporated in 1994 and is headquartered in Milpitas, California.

Industry
Computer Hardware
Sector
Technology
State
DE
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

CRSR-52.8% · -13.9% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens for pre-profit companies.

Market Cap

$1.44B

P/E (annual)

P/S (annual)

1.0

P/B

2.2

P/OCF (annual)

28.8

Shareholder Yield

-1.8%

Employees

2,355

Industry

Computer Hardware

Exchange

Nasdaq

Signal Flags

3 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.35
Return on equity
-2.4%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.83
Current ratio
1.75×
Net cash
$75.57M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
2.2%

Growth

2/2 pass
Revenue growth
11.9%
Piotroski F-Score
6 / 9
Share dilution
1.8%

Terry Smith quality gate

Passes 0/5 Terry Smith thresholds

2 of 5 thresholds not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

17.4%

fairly valued

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 1.8% — per-share value needs a total required return of 19.1% once share-count change is priced in.

vs. own 6-year median revenue growth: 9.0%

priced above its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

12.5%

r = 10% (base)

17.4%

r = 12%

21.6%

Net debt / market cap: -5.3%

Base FCF: $34.7M3Y mean FCF: $45.7M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

N/A
22.4xmed 188.1x434.7x

P / S

Price / revenue per share

0.4xCheap
0.4xmed 1.2x2.7x

P / B

Price / book value per share

1.0xCheap
1.0xmed 3.3x15.7x

P / GP

Price / gross profit per share

1.4xCheap
1.4xmed 5.0x13.3x

P / FCF

Price / free cash flow per share

17.4xCheap
17.4xmed 41.5x245.0x

Burn rate (cash flow) is the primary read at this stage — TAM and product-market fit aren't metrics this dashboard tracks.

Profitability

Gross profitability (GP / assets)

0.35

Primary signal (Novy-Marx).

77th pctl of 36 SIC 35 peers

Return on equity

-2.4%

Gross margin

28.9%

14th pctl of 36 SIC 35 peers

Revenue growth (YoY)

11.9%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

2.3%

Revenue CAGR (5Y)

-2.9%

Earnings CAGR (3Y)

FCF CAGR (3Y)

-4.6%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.83

51st pctl of 36 SIC 35 peers (best = lowest)

Current ratio

1.75×

34th pctl of 36 SIC 35 peers

Quick ratio

0.96×

Net cash

$75.57M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$34.75M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

3.15

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

2.2%

Stock-based comp intensity.

Piotroski F-Score

F-Score

6 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Hypergrowth
Op. Leverage
Decline
Startup