COMP <GO>
CRDO vs ON // REVENUE GROWTH (YOY)
Credo Technology Group Holding Ltd (NASDAQ) VS. ON Semiconductor Corporation (NASDAQ) • 15-METRIC TALLY: CRDO 10
— ON 2
▲ REVENUE GROWTH (YOY) LEADER: CRDO
LAST: $150.99 (-8.65%) • MKT CAP: $31.07B
revenue-growth
180.00%
LAST: $71.67 (-4.74%) • MKT CAP: $29.29B
revenue-growth
-15.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRDO VS. ON)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRDO | ON | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.00% | 33.10% | +34.90 | CRDO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.10% | 0.80% | +13.30 | CRDO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.6x | 80.5x | -19.90 | CRDO | /valuation <GO> |
| Free Cash Flow Yield | 1.31% | 4.84% | -3.53 | ON | /fcf-yield <GO> |
| Operating Margin | 33.30% | 1.40% | +31.90 | CRDO | /operating-margins <GO> |
| Net Profit Margin | 35.40% | 2.00% | +33.40 | CRDO | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 180.00% | -15.30% | +195.30 | CRDO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 5.49 | +20.51 | CRDO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | CRDO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 49.5 | -4.80 | ON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.34 | 1.17 | +0.17 | CRDO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 55.3x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.07B | $29.29B | $1.77B | CRDO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRDO REV | ON REV | CRDO GROSS % | ON GROSS % | CRDO FCF | ON FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.34B | $6.00B | 68.0% | 33.1% | $407.0M | $1.42B |
| FY 2024 | $436.8M | $7.08B | 64.8% | 45.4% | $29.0M | $1.21B |
| FY 2023 | $193.0M | $8.25B | — | — | $24.1M | $1.61B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRDO // BETA 1.34
ON // BETA 1.17