Credo Technology vs Semtech
CRDO and SMTC side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CRDO and SMTC compare
Credo Technology is the larger company, worth 2.4 times as much as Semtech ($28.4B against $11.9B).
On earnings, Credo Technology is cheaper: it trades at 53.7× trailing earnings, against 84.4× for Semtech.
Credo Technology grew revenue faster over the last twelve months (165% versus 17.8% for Semtech).
Credo Technology keeps more of each dollar of sales as profit, with a net margin of 33.8% compared with 13.1% at Semtech.
Credo Technology scores higher on the StockData Score (13 against 8 for Semtech), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CRDO | SMTC |
|---|---|---|
| Size and price | ||
| Market cap | $28.4B | $11.9B |
| Share price | $150.99 | $127.38 |
| Change, 1 year | −12.0% | 83.1% |
| Change, 5 years | – | 41.2% |
| Beta (5Y) | 2.51 | 1.79 |
| Employees | – | 1,920 |
| StockData Score | ||
| Total score | 13 (better) | 8 |
| Valuation score | 0 | 0 |
| Growth score | 3 | 3 |
| Performance score | 4 (better) | 2 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 53.7× (better) | 84.4× |
| P/S | 17.8× | 10.1× (better) |
| P/B | 10.4× | – |
| EV/EBITDA | 50.9× (better) | 129× |
| P/FCF | 64.7× | 61.6× (better) |
| FCF yield | 1.5% | 1.6% (better) |
| Fair value | $85.11 | $39.82 |
| Margin of safety | −77.4% (better) | −220% |
| Growth | ||
| Revenue growth (TTM) | 165% (better) | 17.8% |
| Revenue growth, 5Y average | 86.8% (better) | 12.0% |
| Net income growth (TTM) | 330% | 546% (better) |
| EPS growth (TTM) | 319% | 421% (better) |
| Profitability | ||
| Gross margin | 67.1% (better) | 52.1% |
| Operating margin | 31.7% (better) | 8.0% |
| Net margin | 33.8% (better) | 13.1% |
| FCF margin | 27.6% (better) | 16.4% |
| Return on equity | 30.7% | – |
| Return on invested capital | 44.5% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Net debt / EBITDA | – | 3.06 |
| Interest coverage | – | 3.0× |
| Current ratio | 7.40 (better) | 1.70 |
| Altman Z-score | 61.73 (better) | 8.85 |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 70.4% | 100% |
| Held by insiders | 11.0% | 0.51% |
| Insider net buying, 12 months | −$363M | −$17.5M (better) |
| Short interest, % of float | 6.7% | 6.7% |
Go deeper
- CRDO stock overview
- CRDO income statement
- CRDO valuation and score
- SMTC stock overview
- SMTC income statement
- SMTC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.