Credo Technology Group Holding Ltd (CRDO)vsSony Group Corp (SONY)
CRDO
Credo Technology Group Holding Ltd
$192.56
+2.82%
TECHNOLOGY · Cap: $33.06B
SONY
Sony Group Corp
$23.59
+0.55%
TECHNOLOGY · Cap: $137.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 797852% more annual revenue ($12.70T vs $1.59B). CRDO leads profitability with a 33.8% profit margin vs -1.8%. SONY trades at a lower P/E of 19.7x. CRDO earns a higher WallStSmart Score of 67/100 (B-).
CRDO
Strong Buy67
out of 100
Grade: B-
SONY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.7%
Fair Value
$140.04
Current Price
$192.56
$52.52 premium
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Revenue surging 114.7% year-over-year
Earnings expanding 97.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 25.2%
Generating 59.6B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 47.6% YoY
Areas to Watch
Trading at 13.3x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -2.9% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CRDO
The strongest argument for CRDO centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 33.8% and operating margin at 25.2%. Revenue growth of 114.7% demonstrates continued momentum.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
Bear Case : CRDO
The primary concerns for CRDO are Price/Book, P/E Ratio. A P/E of 62.1x leaves little room for execution misses.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
CRDO profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.
CRDO carries more volatility with a beta of 3.23 — expect wider price swings.
CRDO is growing revenue faster at 114.7% — sustainability is the question.
SONY generates stronger free cash flow (59.6B), providing more financial flexibility.
Bottom Line
CRDO scores higher overall (67/100 vs 59/100), backed by strong 33.8% margins and 114.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Credo Technology Group Holding Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Credo Technology Group Holding Ltd offers various high-speed connectivity solutions for electrical and optical Ethernet applications in the United States, Mexico, Malaysia, Hong Kong and internationally. The company is headquartered in San Jose, California.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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