Análisis Argos
CRDO
CRDOCara1 señal de riesgo
Credo Technology Group Holding Ltd · Technology
US$ 192.28
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
57/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 805% el último año.
✓Retorno sobre el capital alto (48%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Beneish M-Score sugiere manipulación (0.04)
VALOR1/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO5/6SALUD5/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos57de 100Cara
Ingresos▲205%
US$ 1.3 B
Margen operativo▲283%
33.3%
Flujo de caja libre▲1267%
US$ 0.4 B
Deuda neta
US$ -1.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 35.9B
P/E75.9x
EV/EBITDA72.3x
FCF yield1.1%
ROIC47.8%
Margen operativo33.3%
Crecim. ingresos+205.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 9 jul
Credo's CTO Sold 31,290 Shares. His Remaining $1.6 Billion Stake Tells the Real Story
Cheng Chi Fung executed sales under a pre-arranged Rule 10b5-1 trading plan, retaining a $1.56 billion stake in the chipmaker.
investorplace.com · 9 jul
3 Investment Ideas With Room to Run
Luke Lango highlights AI's toll roads
247wallst.com · 9 jul
Price Prediction: Will Credo Hit $500 by 2030?
Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction) is the quiet AI infrastructure story that suddenly is not quiet anymore.
zacks.com · 9 jul
Credo Climbs 165% in a Year: Is the Stock Still Worth Buying?
CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.
marketbeat.com · 7 jul
3 Quiet AI Revenue Accelerators With Sales Growth Outpacing Peers
The AI boom is reshaping the market well beyond its most obvious beneficiaries—tech, energy, and utilities firms—and some of the best ways to benefit from it have largely gone overlooked. Even within a prominent AI industry like semiconductors, some companies have unique opportunities to serve as pick-and-shovel investments due to their role within the complex AI supply chain.
zacks.com · 7 jul
Best Growth Stocks to Buy for July 7th
BMA, CRDO and APPS made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 7, 2026.
fool.com · 7 jul
Credo Technology Group vs. Marvell Technology: Which Technology Stock Is a Better Buy in 2026?
Credo Technology Group provides essential high-speed connectivity solutions and is currently seeing massive triple-digit revenue growth. Marvell Technology offers a more diversified portfolio of networking and storage chips with established partnerships among cloud giants.
seekingalpha.com · 7 jul
Credo Scores A Major Win From Nvidia's Delay
Credo Technology Group remains a Buy, supported by strong catalysts and robust growth in both copper and optical connectivity solutions. NVIDIA's Kyber NVL144 delay extends the relevance and demand for CRDO's high-margin copper AEC business, creating a near-term tailwind. CRDO's optical, ALC, and OmniConnect initiatives position the company for multi-year growth, with management targeting $600M in optical sales by 2027.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.