Latest revenue
$407.0M
as of 2026-01-31
Latest net income
$157.1M
as of 2026-01-31
Net margin
38.6%
as of 2026-01-31
Community sentiment
Where do you think CRDO is heading?
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CRDO vs S&P 500 · rebased to 100
Live market
delayed ≤15 min- Market cap
- $43.22B
- Enterprise value
- $42.00B
- P/E (trailing)
- 828.2×
- Forward P/E
- —
- P/B
- 23.38×
- Dividend yield
- 0.0%
- 52-wk high
- $252.70
- 52-wk low
- $66.75
- Beta
- —
- Shares out
- 184.4M
What this company does
Item 1. Business Mission Statement Our mission is to deliver high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. Company Overview Credo is an innovator in providing secure, high-speed connectivity solutions that deliver improved power and cost efficiency as data generation and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. Our innovations ease system bandwidth bottlenecks while simultaneously improving on power, security and reliability. Our connectivity solutions are optimized for optical and electrical Ethernet applications, including the emerging 100G (or Gigabits per…
AI summary unavailable — showing raw filing excerpt
Generated from CRDO's filing dated 2022-06-08
Key risks
Item 1A. Risk Factors Investors in our ordinary shares hold equity securities of a Cayman Islands holding company rather than equity securities of our subsidiaries that have substantive business operations. Credo Technology Group Holding Ltd is a holding company incorporated under the laws of the Cayman Islands with no operations of its own. We conduct substantially all of our operations through our indirect, wholly-owned subsidiaries in the United States and internationally. As such, investors in our ordinary shares do not hold equity securities of our subsidiaries that have substantive business operations but instead hold equity securities of a Cayman Islands holding company. Investing in…
AI summary unavailable — showing raw filing excerpt
Generated from CRDO's filing dated 2022-06-08
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Semiconductors & Related Devices (88 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.
Fair value · DCF
Methodology + caveats (click to expand)
Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.
Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:
- Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
- Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
- WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
- No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
- Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
- Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.
Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.