Credo Technology Group (CRDO) Fair Value & Analysis
Technology · US · Market cap $48.1B
Credo Technology Group
CRDO · US
Fair value as of: Jul 14, 2026
From 24 valuation models · updated 24 days ago
Fair value updated Jul 14, 2026, revised from $39.11 to $39.57 (+1.2%) since Jun 24, 2026. Share price −6.5% over the past month.
A solid business, but screening 83% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($47.93). The favourable scenario is already priced in.
- Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
54‑month range $7.35 – $302.52 · fair‑value band $31.21 – $47.93 · the $230.43 price screens above the $39.57 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Credo Technology Group (CRDO) currently trades at $230.43, while our model-based Fair Value estimate is $39.57, implying the stock looks roughly 82.8% overvalued today. We read business quality at 68/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Credo Technology Group generated revenue of $1.3B at a net margin of 35.4%. Revenue grew 157.0% year over year. It earns a return on equity of 34.4%. The balance sheet holds a net cash position of $1.1B. Fundamentals as of Jul 14, 2026
Our scenario range runs from $31.21 (bear case) to $47.93 (bull case); at $230.43, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 6% below its 52-week high and 245% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -62% fair-value upside, at -83%, CRDO screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($114.22) versus Asset-Based ($7.41). Highest evidence: Growth DCF (72).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 71 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.
Full company description
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally. It provides HiWire active electrical cables solutions, including HiWire CLOS, SPAN, SHIFT, and SWITCH; optical PAM4 digital signal processors; low-power line card PHY; serializer/deserializer (SerDes) chiplets; and SerDes IP, as well as integrated circuits. The company also offers intellectual property solutions consist of SerDes IP licensing. In addition, it offers predictive integrity link optimization and telemetry; PCIe retimer solutions; and support and maintenance, engineering, and royalties services. The company sells its products to hyperscalers, original equipment manufacturers, original design manufacturers, and optical module manufacturers, as well as into the enterprise and HPC markets. Credo Technology Group Holding Ltd was founded in 2008 and is based in Grand Cayman, the Cayman Islands.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Credo Technology Group reported revenue of $1.3B in FY2026 versus $106M in FY2022, a compound +88.2%/yr. Reported net income was $472M in FY2026.
CRDO screens 83% overvalued. Compare with NVIDIA Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Credo Technology Group Holding (CRDO) Showcased AI Interconnects, Is The Stock Fully Priced?
- Price Prediction: Credo Will Trade at This Price in 2030
Peer Group
Semiconductors · 319 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €323.25 | €121.25 | -62% |
| Micron Technology, Inc ZMIC | C$52.57 | C$7.50 | -86% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €464.70 | €56.33 | -88% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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