COMPARE · Reviewed July 29, 2026
CRDO vs MU
Verdict: Side-by-side breakdown using the Bull Rankings model. CRDO scored 77.7, MU scored 91.0 — MU leads.
Compare another set
CRDO
Credo Technology Group Holding Ltd
77.7
$177.45 · $33.1B
fundamentals as of
Score gap
13.3
MU leads
MU
Micron Technology, Inc.
91
$739.00
fundamentals as of
Fundamentals, head-to-head
CRDO
MU
$407mC
FCF
$26.2bA
+205.7%A
Rev
+48.9%A
0.01A
D/E
0.06A-
70.4xC
P/E
16.7xA-
0.34A
PEG
0.13A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CRDO
MU
246% above
Price vs fair valuelower is cheaper
—
~48%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-78%
1-yr DCF upside
—
-71%
5-yr DCF upside
—
-57%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRDO
Why this score
- Diluting shareholders
MU
No notable signals flagged.
The companies
CRDOCredo Technology Group Holding Ltd
Why now
Semiconductors · market cap $33.1b. Down 43% from 52-week high of $308.67 — deep drawdown territory. Revenue growing +206% — in hypergrowth territory. PEG 0.34 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $279.29 (implying +57% upside).
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Trailing P/E 70.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 3.20 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 41% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +49% — in hypergrowth territory. PEG 0.13 — paying under fair value for the growth rate. 42 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,507 (implying +104% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 67% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.14 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.