Mar. 20 at 4:13 PM
$CRDO: Too cheap! 92% growth + 47% margins +
$1.3B cash
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Based on conservative estimates:
Next 4Q revenue: ≥
$2.054B (vs
$1.068B LTM)
YoY growth: ≥ +92%
Net margin: ~ 47%
Next 4Q EPS: ~
$5.25
Valuation highlights
Current price ~ 19.7x NTM EPS
$1.3B cash +
$0 debt (cash ~6.5% of market cap)
EPS growth ~ 102% YoY
Fundamentals
Q3 revenue
$407M (+52% QoQ, +201.5% YoY), non-GAAP net income
$208.8M, gross margin 68.6%. AEC demand strong, ZeroFlap optics ramping.
High growth + high margins + net cash = undervalued. Average PT
$191. Massive upside.
