(CRDO) Credo Technology Holding - Overview
Sector: Technology | Industry: Semiconductors | Exchange: NASDAQ (USA) | Market Cap: 40.647m USD | Total Return: 184.5% in 12m
Avg Turnover: 1.36B
Qual. Beats: 7
Rev. Trend: 96.6%
Qual. Beats: 0
Warnings
P/E ratio 121.8
Beneish M-Score -0.53 > -1.5 - likely earnings manipulation
Fakeout Volatile Below Avwap Earnings
Tailwinds
Supp Ema20
Credo Technology Group Holding Ltd (CRDO) designs and provides high-speed connectivity solutions focused on optical and electrical Ethernet and PCIe applications. Its product portfolio includes active electrical cables (AEC), digital signal processors (DSP), SerDes chiplets, and integrated circuits. The company operates a diversified business model that combines hardware sales with intellectual property (IP) licensing, serving hyperscale data centers, high-performance computing (HPC) markets, and optical module manufacturers.
The company operates within the semiconductor sector, where the transition to 400G and 800G network speeds drives demand for low-power, high-bandwidth interconnects. Credos focus on SerDes technology is critical for maintaining signal integrity as data transfer rates increase across cloud infrastructure. You may find further insights into these technical market drivers by exploring the data on ValueRay.
Founded in 2008 and headquartered in the Cayman Islands, Credo maintains a global footprint with significant operations in the United States, Taiwan, and Mainland China. Its customer base includes original equipment manufacturers (OEMs) and original design manufacturers (ODMs) integral to the global enterprise networking supply chain.
- Hyperscale data center adoption of 800G AEC solutions drives revenue growth
- Expansion of SerDes IP licensing increases high-margin recurring income streams
- AI infrastructure demand accelerates deployment of high-speed optical DSP products
- Customer concentration among top-tier cloud providers creates significant revenue volatility risk
- Transition to PCIe Gen 6 and Gen 7 architectures fuels chiplet demand
| Net Income: 472.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.12 > 0.02 and ΔFCF/TA 15.35 > 1.0 |
| NWC/Revenue: 135.1% < 20% (prev 138.7%; Δ -3.59% < -1%) |
| CFO/TA 0.15 > 3% & CFO 339.9m > Net Income 472.3m |
| Net Debt (-1.41b) to EBITDA (471.4m): -2.98 < 3 |
| Current Ratio: 10.15 > 1.5 & < 3 |
| Outstanding Shares: last quarter (192.7m) vs 12m ago 5.80% < -2% |
| Gross Margin: 68.04% > 18% (prev 64.77%; Δ 3.26% > 0.5%) |
| Asset Turnover: 86.00% > 50% (prev 53.97%; Δ 32.03% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM) |
| A: 0.79 (Total Current Assets 2.00b - Total Current Liabilities 197.1m) / Total Assets 2.30b |
| B: 0.17 (Retained Earnings 389.1m / Total Assets 2.30b) |
| C: 0.29 (EBIT TTM 445.0m / Avg Total Assets 1.55b) |
| D: 8.89 (Book Value of Equity 2.06b / Total Liabilities 232.0m) |
| Altman-Z'' = 16.97 = AAA |
| DSRI: 0.47 (Receivables 233.4m/162.1m, Revenue 1.34b/436.8m) |
| GMI: 0.95 (GM 64.77% / 68.04%) |
| AQI: 3.52 (AQ_t 0.07 / AQ_t-1 0.02) |
| SGI: 3.06 (Revenue 1.34b / 436.8m) |
| TATA: 0.06 (NI 472.3m - CFO 339.9m) / TA 2.30b) |
| Beneish M = -0.53 (Cap -4..+1) = D |
As of June 05, 2026, the stock is trading at USD 217.50 with a total of 7,420,666 shares traded.
Over the past week, the price has changed by -2.18%,
over one month by +20.79%,
over three months by +112.11% and
over the past year by +184.46%.
Credo Technology Holding has received a consensus analysts rating of 4.62. Therefore, it is recommended to buy CRDO.
- StrongBuy: 9
- Buy: 3
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 231.6 | 6.5% |
P/E Trailing = 121.7514
P/E Forward = 46.0829
P/S = 38.1113
P/B = 22.5564
Revenue TTM = 1.34b USD
EBIT TTM = 445.0m USD
EBITDA TTM = 471.4m USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = 36.9m USD (from shortLongTermDebtTotal, last quarter) + Leases 16.3m
Net Debt = -1.41b USD (calculated: Debt 36.9m - CCE 1.44b)
Enterprise Value = 39.2b USD (40.6b + Debt 36.9m - CCE 1.44b)
Interest Coverage Ratio = unknown (Ebit TTM 445.0m / Interest Expense TTM 0.0)
EV/FCF = 138.3x (Enterprise Value 39.2b / FCF TTM 283.7m)
FCF Yield = 0.72% (FCF TTM 283.7m / Enterprise Value 39.2b)
FCF Margin = 21.25% (FCF TTM 283.7m / Revenue TTM 1.34b)
Net Margin = 35.37% (Net Income TTM 472.3m / Revenue TTM 1.34b)
Gross Margin = 68.04% ((Revenue TTM 1.34b - Cost of Revenue TTM 426.8m) / Revenue TTM)
Gross Margin QoQ = 68.21% (prev 68.52%)
Tobins Q-Ratio = 17.09 (Enterprise Value 39.2b / Total Assets 2.30b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 36.9m)
Taxrate = 0.66% (3.16m / 475.4m)
NOPAT = 442.1m (EBIT 445.0m * (1 - 0.66%))
Current Ratio = 10.15 (Total Current Assets 2.00b / Total Current Liabilities 197.1m)
Debt / Equity = 0.02 (Debt 36.9m / totalStockholderEquity, last quarter 2.06b)
Debt / EBITDA = -2.98 (Net Debt -1.41b / EBITDA 471.4m)
Debt / FCF = -4.96 (Net Debt -1.41b / FCF TTM 283.7m)
Total Stockholder Equity = 1.49b (last 4 quarters mean from totalStockholderEquity)
RoA = 30.42% (Net Income 472.3m / Total Assets 2.30b)
RoE = 31.59% (Net Income TTM 472.3m / Total Stockholder Equity 1.49b)
RoCE = 21.21% (EBIT 445.0m / Capital Employed (Total Assets 2.30b - Current Liab 197.1m))
RoIC = 21.76% (NOPAT 442.1m / Invested Capital 2.03b)
WACC = 20.03% (E(40.6b)/V(40.7b) * Re(20.05%) + D(36.9m)/V(40.7b) * Rd(0.0%) * (1-Tc(0.01)))
Discount Rate = 20.05% (= CAPM, Blume Beta Adj.) -> capped to 13.17%
Shares (quarterly) Correlation: 82.22 | Cagr: 6.52%
[DCF] Terminal Value 44.92% ; FCFF base≈283.7m ; Y1≈284.9m ; Y5≈301.8m
[DCF] Fair Price = 16.17 (EV 1.58b - Net Debt -1.41b = Equity 2.98b / Shares 184.4m; r=20.03% [WACC]; 5y FCF grow 0.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 1.96 | # QB: 7
Revenue Correlation: 96.59 | Revenue CAGR: 126.2% | SUE: 0.26 | # QB: 0
EPS current Quarter (2026-07-31): EPS=1.17 | Chg30d=+7.60% | Revisions=-33% | Analysts=8
EPS next Quarter (2026-10-31): EPS=1.23 | Chg30d=+4.34% | Revisions=-33% | Analysts=8
EPS current Year (2027-04-30): EPS=6.06 | Chg30d=+9.83% | Revisions=-20% | GrowthEPS=+75.1% | GrowthRev=+80.3%
EPS next Year (2028-04-30): EPS=8.34 | Chg30d=+9.66% | Revisions=-20% | GrowthEPS=+37.6% | GrowthRev=+41.6%
[Analyst] Revisions Ratio: -33%