Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet applications in the United States, Mex…
$120.51+7.28%
报价 2026-11-06
市值
$22.65B
EV
$31.02B
PE (TTM)
56.8x
预期 PE (FY2027)
19.1x
52 周区间距高点 -60.2%
$87.81$302.52
筛选结果
pipeline · 2026-11-06Keep✓ 高增长✗ Cheap✗ GARP
Growth Pool: next 1Y revenue growth > 30%
爆发潜力
2026-11-07两线命中✓ 收入线✓ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22028-05 | 2.4x | 4.10 → 9.67（2.4x） | 12.5 |
| FY+32029-05 | 3.2x | 4.10 → 12.38（3.0x） | 9.7 |
毛利率 67% · TTM 收入 $1591M · 基数 EPS 4.10（调整后）
利润率高位超高增长
研究结论
L2 2026-05-22全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
基本面判断
›数据时效
基于 2026-05-22 收盘价 $218.41 与 TTM 财报
›历史维度
3y/5y 均值缺失，无法进行纵向回归分析（详见 §9）
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| CRDOCredo Technology Group Holding Ltd | $22.65B | +7.3% | +66.9% | 64.5% | 56.8x | 52.6x | 71.7x | 高增长 |
| SNDKSandisk Corporation | $118.82B | +3.6% | +144.6% | 85% | 6.3x | 5.2x | 6.8x | 高增长 Cheap |
| HPEHewlett Packard Enterprise Company | $59.41B | +1.3% | +17.6% | 40.1% | 35.3x | 17.3x | 22.6x | GARP |
| KEYSKeysight Technologies, Inc. | $46.28B | +4.3% | +14.7% | 65.9% | 45.9x | 33.3x | 38.8x | |
| NOKNokia Oyj | $41.37B | +2.7% | +5.7% | 43.7% | 50.1x | 13.0x | 6515.0x | |
| CIENCiena Corporation | $34.51B | +5.5% | +31.4% | 45.4% | 58.9x | 37.5x | 53.7x | 高增长 |
| ERICTelefonaktiebolaget LM Ericsson (publ) | $33.25B | -1.7% | – | 48.1% | 14.0x | 7.3x | 10.9x | Cheap |
| ALABAstera Labs, Inc. Common Stock | $33.09B | +6.3% | +141.9% | 72.3% | 71.2x | 73.9x | 96.0x | 高增长 |
| SMCISuper Micro Computer, Inc. | $18.89B | +6.2% | +85.4% | 17.5% | 9.6x | 7.2x | – | |
| 同行中位数 | – | – | +31.4% | 46.8% | 40.6x | 15.2x | 38.8x |
研究全文
财务报表
| Metric | 2026-08-01 Q1 2027 | 2026-05-02 Q4 2026 | 2026-01-31 Q3 2026 | 2025-11-01 Q2 2026 | 2025-08-02 Q1 2026 | 2025-04-30 Q4 2025 | 2025-02-01 Q3 2025 | 2024-11-02 Q2 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $479M | $437M | $407M | $268M | $223.1M | $170M | $135M | $72M |
| Gross Margin | 64.5% | 68.2% | 68.5% | 67.5% | 67.4% | 67.2% | 63.6% | 63.2% |
| Operating Margin | 25.2% | 35.7% | 36.8% | 29.4% | 27.2% | 20.4% | 19.4% | -11.7% |
| Net Income | $129.4M | $169.1M | $157.1M | $82.6M | $63.4M | $36.6M | $29.4M | $-4.2M |
| Diluted EPS | 0.67 | 0.88 | 0.82 | 0.44 | 0.34 | 0.2 | 0.16 | -0.03 |
| Operating Cash Flow | $90.2M | $182.2M | $166.2M | $61.7M | $54.2M | $57.8M | $4.2M | $10.3M |
研究材料
Filing 摘要