CRDO · Intrinsic value
Is Credo Technology Group Holding Ltd (CRDO) overvalued or undervalued?
As of Oct 19, 2026, TickerWorth publishes a fair-value range of $100.22 – $100.22 for Credo Technology Group Holding Ltd (CRDO), against the delayed market price of $175.01: priced above our range. It is a range, not a single number, so we do not call it over- or undervalued. It is a model estimate; every input is sourced below.
Model by Miraaj Patel · generated from SEC filings and market data · Updated Oct 19, 2026 · How these pages are made
What is CRDO worth?
- Fair-value range
- $100.22 – $100.22
- Market price
- $175.01
- Gap to fair value
- —
- Verdict
- Priced above our range
Reverse DCF, on our cash-flow model rather than the range above: Today's price implies revenue growth of more than 25%/yr. Above about 25% a year the reverse-DCF stops being informative. It solves for revenue growth alone — holding margins, capital intensity and the forecast horizon fixed — so a price well above our cash-flow model's value has nowhere to go but growth, and the solver returns a rate the model can't reconcile. Read it as "the price implies growth we can't justify", not as a forecast.
What is CRDO's TickerWorth Score?
Middle of the pack — real strengths and real weaknesses
Compared with Technology companies in US
Its strongest point: growing quickly. Its weakest: looks expensive on the numbers.
- Value · 21 of 100
Cheaper than 21% of Technology companies in US
- Price vs worth · 16 of 100
- Quality · 77 of 100
More profitable than 77% of Technology companies in US
- Financial health · 78 of 100
Financially stronger than 78% of Technology companies in US
- Growth · 87 of 100
Growing faster than 87% of Technology companies in US
- Momentum · 47 of 100
Outperformed 47% of Technology companies in US over the past year
Confidence: Medium confidence · Scored
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Why CRDO gets a range, not one number
At a recent price of $175.01, Credo Technology Group Holding Ltd (CRDO) sits above every lens we ran: our valuation lenses put the business somewhere between $100.22 and $100.22 per share. They disagree too widely for us to state a single fair value. We publish the range rather than a midpoint because a number that precise would claim more than the methods can support. This is an educational model, not a price target or a recommendation.
Read the full reasoning
The valuation discounts Credo Technology Group Holding Ltd's projected free cash flows at a weighted-average cost of capital (WACC) of 16.5%, with a long-run terminal growth rate of 2.5%. About 37% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is typical for a stable, cash-generative business and a reminder that small changes in the discount rate or terminal growth assumption swing the intrinsic value meaningfully.
Running the DCF in reverse — solving for the growth the current price already assumes — CRDO would need sustained revenue growth of more than 25%/yr to justify today's price, against about 16.6% a year compounded in our base case. We don't quote a precise figure here, because past about 25% a year the reverse-DCF stops being informative: it solves for revenue growth alone, holding margins, capital intensity and the forecast horizon fixed, so a price well above our fair value has nowhere to go but growth. The honest reading is that the price implies growth this model can't reconcile — not that we forecast it.
Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, CRDO's modeled DCF value ranges from about $13.28 to $15.68 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.
How to read this page: the DCF fair value is what Credo Technology Group Holding Ltd would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of CRDO's intrinsic value. Figures update as new filings and prices come in.
Every input behind CRDO's DCF
| Input | Value |
|---|---|
| Base-year revenueCredo Technology Group Holding Ltd FY2026 10-K (accession 0001628280-26-043303): us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, FY2026 full year. | $1,335,120,000 |
| Base EBIT marginCredo Technology Group Holding Ltd FY2026 10-K (accession 0001628280-26-043303): us-gaap:OperatingIncomeLoss 445,005,000 / revenue 1,335,116,000 = 33.33%, FY2026. | 33.3% |
| Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast | 30% → 24% → 17% → 10% → 4% |
| Risk-free rateLive feed — US 10-year Treasury yield (^TNX) | 4.8% |
| BetaLive feed — yfinance, 5-year monthly beta vs the S&P 500 (clamped to 0.4–2.5) | 2.50 |
| Terminal growthESTIMATEAssumption — TickerWorth house default 2.5%, held below WACC | 2.5% |
| Diluted sharesCredo Technology Group Holding Ltd FY2026 10-K (accession 0001628280-26-043303): WeightedAverageNumberOfDilutedSharesOutstanding = 188,232,000 shares, FY2026. | 188M |
| Market priceDelayed quote · as of 2026-10-19 17:05 UTC | $175.01 |
Change CRDO's assumptions
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What does Credo Technology Group Holding Ltd do?
What does it do?
Credo Technology Group Holding Ltd provides various high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and other international markets. The company offers ZeroFlap (ZF) active electrical cables and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, as well as integrated circuits, active electrical cables, and SerDes chiplets. It operates in the Semiconductors industry (Technology sector), headquartered in Cayman Islands. The company employs roughly 807 people.
How does it make money?
The business turns $1.6B in annual revenue into profit. Out of every $100 of sales, about $25 is left as operating profit (operating margin of 25.2%), after a 67% gross margin on the products/services it sells. After all costs, taxes and interest, 33.8% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks solid: carries modest debt (1.0× equity), comfortably covers its short-term bills (7.4× current ratio), and is currently profitable.
Who at CRDO filed insider trades?
| Date | Insider | Relationship | What happened | Value | Filing |
|---|---|---|---|---|---|
| ACEVEDO SYLVIA | Director | Grant / award | — | Form 4 for ACEVEDO SYLVIA (opens sec.gov in a new tab) | |
| Khaira Manpreet | Director | Grant / award | — | Form 4 for Khaira Manpreet (opens sec.gov in a new tab) | |
| DANESH FARIBA | Director | Grant / award | — | Form 4 for DANESH FARIBA (opens sec.gov in a new tab) | |
| HOSEIN CLYDE | Director | Grant / award | — | Form 4 for HOSEIN CLYDE (opens sec.gov in a new tab) | |
| Kelleher Brian | Director | Grant / award | — | Form 4 for Kelleher Brian (opens sec.gov in a new tab) | |
| Sutardja, Pantas | Director | Grant / award | — | Form 4 for Sutardja, Pantas (opens sec.gov in a new tab) |
A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4). Older filings and the 90-day buying-and-selling read are part of Pro. See plans
Common questions
What is CRDO's intrinsic value?
TickerWorth's valuation lenses put Credo Technology Group Holding Ltd (CRDO) between $100.22 and $100.22 per share, versus a market price of $175.01. They disagree too widely for us to state a single fair value, so we publish the range.
Is CRDO overvalued or undervalued?
At $175.01 the price sits above every lens we ran. We don't call CRDO overvalued or undervalued from a range this wide. This is an educational estimate, not advice.
What discount rate is used for CRDO?
A WACC of 16.5% and a terminal growth rate of 2.5%.
Is Credo Technology Group stock undervalued?
TickerWorth's fair-value range for Credo Technology Group Holding Ltd (CRDO) is $100.22 – $100.22 against a market price of $175.01. Priced above our range. We publish a range here, not one number, so we do not call it over- or undervalued. This is a model estimate, not investment advice.
Credo Technology Group (CRDO) DCF valuation and fair value
Our fair-value range for Credo Technology Group Holding Ltd (CRDO) is $100.22 – $100.22, built on a 16.5% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Credo Technology Group stock?
Today's price implies revenue growth of more than 25%/yr. Above about 25% a year the reverse-DCF stops being informative. It solves for revenue growth alone — holding margins, capital intensity and the forecast horizon fixed — so a price well above our cash-flow model's value has nowhere to go but growth, and the solver returns a rate the model can't reconcile. Read it as "the price implies growth we can't justify", not as a forecast. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of $175.01. A model estimate, not investment advice.
Credo Technology Group (CRDO) insider trading
The most recent insider filing (SEC Form 4) for Credo Technology Group Holding Ltd (CRDO): ACEVEDO SYLVIA, Director, grant / award on 2026-10-13. The latest filings are listed on this page. A disclosure, not a signal to trade.
Other ways into the coverage
Not investment advice. TickerWorth Score is a model output.
Educational tool. Every output reflects the assumptions shown — not a prediction and not investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public filings and market data that can be wrong.