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Company Overview At Credo, our mission is to redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. We are committed to enabling faster, more reliable, more energy-efficient, and scalable solutions that support the ever-expanding demands of AI, cloud computing and hyperscale networks.
$226.10
$9.93 (-4.21%)
Price from 2 days ago
Operating margin is thin at 8.50%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 126.3% YoY with margins expanding 27.7pp.
At 124x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
124.2x earnings, 153.0x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.07B
▲ +126.3% YoY
Net Income (TTM)
$340M
▲ +283.9% YoY
Op. Margin
30.23%
▲ +27.7pp YoY
ROIC
27.25%
▲ +11.9pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$284M
▲ +69.9% YoY
Op. Cash Flow (TTM)
$340M
▲ +98.8% YoY
Net Debt
-$1.29B
Net Cash Position
Cash & Equiv.
$1.30B
5Y CAGR: +52.0%
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