Sectivia

Credo Technologyvs.Dell Technologies

CRDO vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Dell Technologies is about 6.5× larger than Credo Technology by market cap; Dell Technologies trades at the lower P/E (38.1 vs 105.0); year to date, Dell Technologies leads (+244.1% vs +54.7%).

Side by side

CRDODELL
Market cap$49.6B$320B
Price$226.51$451.50
Today+1.8%+4.2%
Return YTD+54.7%+244.1%
Return 1Y+95.2%+231.1%
P/E105.038.1
P/S37.22.4
P/B24.035.8

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Credo TechnologyCRDO

NASDAQ · USA

Inside the rack, GPUs and switches are joined by active electrical cables and SerDes chips. That narrow gap is Credo's entire market.

ConnectivityAI hardware
Full CRDO profile →

Dell TechnologiesDELL

NYSE · USA

Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.

AI serversEnterprise hardware
Full DELL profile →

More CRDO & DELL comparisons

Other head-to-heads in the Data centers segment.

See where CRDO and DELL sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →