Credo Technology Group Holding Ltd (CRDO)vsNVIDIA Corporation (NVDA)
CRDO
Credo Technology Group Holding Ltd
$188.51
+0.11%
TECHNOLOGY · Cap: $36.57B
NVDA
NVIDIA Corporation
$215.20
+1.75%
TECHNOLOGY · Cap: $5.14T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 20116% more annual revenue ($215.94B vs $1.07B). NVDA leads profitability with a 55.6% profit margin vs 31.8%. NVDA trades at a lower P/E of 43.1x. NVDA earns a higher WallStSmart Score of 79/100 (B+).
CRDO
Strong Buy69
out of 100
Grade: B-
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.0%
Fair Value
$78.77
Current Price
$188.50
$109.73 premium
Intrinsic value data unavailable for NVDA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 36.8%
Revenue surging 201.5% year-over-year
Earnings expanding 412.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Trading at 18.8x book value
Premium valuation, high expectations priced in
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 33.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.8% and operating margin at 36.8%. Revenue growth of 201.5% demonstrates continued momentum.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 109.0x leaves little room for execution misses.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 43.1x leaves little room for execution misses.
Key Dynamics to Monitor
CRDO carries more volatility with a beta of 3.18 — expect wider price swings.
CRDO is growing revenue faster at 201.5% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (79/100 vs 69/100), backed by strong 55.6% margins and 73.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
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