AVT vs CRDO
Avnet vs Credo Technology Group Holding Ltd — AI-powered side-by-side comparison
VS
CRDO
Credo Technology Group Holding Ltd
63
Buy
| Metric | AVT | CRDO |
|---|
| AI Score |
64
|
63
|
| Price |
$97.36
|
$268.09
|
| P/E Ratio |
14.54×
|
94.54×
|
| ROE |
2.2%
|
22.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
68.0%
|
| Debt / Equity |
0.23×
|
0.01×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
67.4
|
61.7
|
| Beta |
1.119
|
3.232
|
| Expected Upside |
—
|
+24.6%
|
AI Committee View
Current Innellis committee reasoning for AVT versus CRDO.
AVT leads by 1 points.
AVT scores 64/100 (Buy) versus CRDO at 63/100 (Buy).
AVT Committee View
83% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Bollinger bandwidth of 20.1% signals elevated volatility — Risk
CRDO Committee View
67% agreement
6 analysts
The primary driver is revenue growing 205.7% yoy -- genuine top-line momentum. The main limiting factor is p/e of 94.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 31.6% shows genuine earnings power backing the valuation — Value
- Revenue growing 205.7% YoY -- genuine top-line momentum — Growth
- EPS growing 793.6% YoY — Growth
Bear Case
- P/E of 94.7 is expensive by classic value standards — Value
- Price-to-book of 16.1x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth