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Value-Investing Checklist · 6-gate screen
Compiled 28 June 2026

CRDO · 6-gate checklist · The winner the filter missed

Credo Technology (CRDO)

High-speed connectivity for AI data centers: active electrical cables, SerDes, optical DSPs.

FAILbroke at Gate 1FAILbroke at Gate 5

At a glance — gate scorecard

Each block is one gate (G1–G6), five pips strongest. The highlighted gate is the one that decides the verdict that year.

2022G1G2G3G4G5G6
2026G1G2G3G4G5G6

The numbers

2022 — Then

Price~$12
Market cap~$1.5B
Revenue (FY22)~$106M
EarningsThin profit / breakeven
Valuation~14x sales
ContextIPO'd Jan 2022 at $10; AI thesis invisible
FAILbroke at Gate 1 Too small and unknowable; the eventual best performer screened out.

2026 — Today

Price~$238
Market cap~$44B
Revenue (FY26)$1.34B (+206%)
Net income$472M
Valuation~33x sales; ~40x fwd P/E
ContextFY27 guide +80%; beta 4.32; net cash; ATH $308 Jun 22
FAILbroke at Gate 5 Superb business, absurd price — a 'watch for a pullback' name.

Gate by gate

Gate2022 — Then2026 — Today
G1 Circle of competenceTiny post-IPO niche chip co; AI catalyst not yet visible — hard to knowAI-datacenter connectivity; durability of the edge is the hard part
G2 Good business~$106M revenue, thin profit, promising margins, unproven scale65%+ gross, 35% net, +206% revenue — excellent right now
G3 MoatUnproven edge; concentration; no public track recordReal tech edge, but 3-customer concentration; Astera / Marvell chase
G4 ManagementFounder-CEO Brennan; unproven as a public capital allocatorExecutes; beat-and-raise; heavy dilution the one knock
G5 Margin of safety~14x sales for a $106M-rev chip co in a brutal tape~33x sales, ~40x fwd P/E — no margin of safety
G6 Decision disciplineSpeculative small-cap — lottery territoryBeta 4.32; the price is pure momentum

What changed — The winner the filter missed

The framework's blind spot, and an honest one. In 2022 a quality-and-value filter correctly called a $106M-revenue, just-IPO'd chip company at ~14x sales a FAIL — but it then roughly 20x'd, because the AI-connectivity catalyst was unknowable on a 10-minute screen. Today it fails again, on the opposite gate: the thesis is proven and the business is genuinely excellent, but ~33x sales leaves no margin of safety. Same verdict, different reason — a reminder that a discipline which saves you from QuidelOrtho-style traps will also screen out some Credo-style winners.

Data notes. Today figures are from live market sources (Yahoo Finance, SEC filings, StockAnalysis, Macrotrends) and cross-checked; 2022 figures are approximate point-in-time marks (denoted with “~”). Credo’s fiscal year ends in spring, so its FY2026 already reflects data through ~May 2026. QuidelOrtho’s market cap fell sharply through 2026 (from ~$2.3B in January to ~$0.7B), so its cap depends on the date. Boeing’s trailing-twelve-month profitability is volatile and near breakeven. Information richness: A (multi-source) for all five.

This is a research framework, not investment advice. Figures should be independently verified. Past performance does not predict future results. Do your own due diligence before risking money.