Credo Technology Group Holding Ltd (CRDO) Stock

Credo Technology Group Holding Ltd (CRDO) is a Technology stock trading at $231.18 (as of 2026-08-20), with a market capitalization of $43.11B and a trailing P/E of 91.3. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Mexico, Mainland China, Hong Kong, and internationally. Its products include integrated circuits, active electrical cables, and SerDes chiplets that are based on its serializer/deserializer and digital signal processor technologies. The company also offers intellectual property solutions consist of SerDes IP licensing. The company was founded in 2008 and is headquartered in San Jose, California.

Understand Credo Technology Group Holding Ltd: how it makes money

Credo Technology provides high-speed connectivity solutions for optical and electrical Ethernet applications, it makes money by selling connectivity products and by licensing its SerDes intellectual property.

Credo’s profit engine is the mix between product revenue (connectivity products such as integrated circuits, active electrical cables, and SerDes chiplets) and SerDes IP licensing revenue, since both streams contribute to total revenue and the reported intellectual property revenue mix is a key composition driver.

Revenue by segment (latest quarter)
Product$0.3B
IP License$0.0B
Other$0.1B

Business quality (Strong): The company’s fundamentals appear strong on profitability metrics (high gross margin and operating margin), but investor visibility depends heavily on a small set of operating indicators, and the customer base is concentrated (few end customers and a large share from the largest customers).

Valuation: At 95× earnings, CRDO trades 86% above the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • High reported profitability: Gross margin is 68.5% and operating margin is 36.8% for the period ended 2026-01-31.
  • Revenue includes both products and IP licensing: In addition to product revenue, Credo also earns intellectual property licensing revenue (and intellectual property represents part of the revenue mix).

Bear case

  • Customer concentration risk: End customers representing at least 10% of revenue are limited (3), and the largest customers represent 42% (largest) and 24% (second-largest) of revenue.
  • Working-capital timing: Days Sales Outstanding is 73, which indicates how long receivables take to convert into cash.
Valuation — source: SEC EDGAR (first-party)
Price$231.18
Market Cap$43.11B
P/E Ratio91.3
EV / EBITDA87.5
Price / Book20.89
Price / Sales32.29
FCF Yield0.9%
DCF Value (model)$46.45
DCF Upside vs Price-79.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.34B
Net Margin35.4%
Revenue Growth (YoY)205.7%
EPS Growth (YoY)754.8%
FCF Growth (YoY)1302.4%
Financial Health — source: SEC EDGAR
Altman Z-Score113.89 (safe)
Valuation vs Sector & Industry
Stock P/E91.3
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
vs Sector169.0%
vs Industry131.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.39B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryElectronic Equipment
CEOWilliam J. Brennan
Employees500
CountryUS
IPO Date2022-01-27

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CRDO earnings history · CRDO institutional & insider holders · CRDO KPIs & operating metrics · CRDO financials · CRDO investor presentations & press releases · CRDO SEC filings · CRDO peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.