Sectivia

Credo Technologyvs.NetApp

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

Credo Technology is about 1.3× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 105.0); year to date, NetApp leads (+74.5% vs +54.7%).

Side by side

CRDONTAP
Market cap$49.6B$39.6B
Price$226.51$187.43
Today+1.8%+0.3%
Return YTD+54.7%+74.5%
Return 1Y+95.2%+69.1%
P/E105.031.1
P/S37.25.7
P/B24.029.3

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 →

NetAppNTAP

NASDAQ · USA

Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.

Data storage
Full NTAP profile →

More CRDO & NTAP comparisons

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

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