Credo vs Pure Storage

This page compares Credo (CREDO TECHNOLOGY GROUP HOLDING LTD) and Pure Storage (Pure Storage, Inc.); it examines business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

This page compares Credo (CREDO TECHNOLOGY GROUP HOLDING LTD) and Pure Storage (Pure Storage, Inc.); it examines business models, financial performance, and market context in a neutral, accessible way...

Comparison Snapshot

Key Financial Metrics

CRDO

Metric

PSTG

$27.68B

Market Cap

$23.13B

59.75%

Potential Profit

31.84%

Buy

Analyst Rating

Buy

Why It's Moving

Pure Storage Sparks Investor Interest with Needham Conference Highlights and Meta Partnership Reveal

Conference presentation emphasized booming AI-driven revenue and shipment volumes, signaling robust demand for high-performance storage solutions.
New Meta relationship disclosure underscores Pure Storage's expanding role in hyperscaler ecosystems, boosting market reach.
JPMorgan added PSTG to 'Positive Catalyst Watch' in its Q4 hardware preview, highlighting upside from ongoing partnerships and tech advancements.

Sentiment:

🐃Bullish

Pure Storage Sparks Investor Interest with Needham Conference Highlights and Meta Partnership Reveal

Conference presentation emphasized booming AI-driven revenue and shipment volumes, signaling robust demand for high-performance storage solutions.
New Meta relationship disclosure underscores Pure Storage's expanding role in hyperscaler ecosystems, boosting market reach.
JPMorgan added PSTG to 'Positive Catalyst Watch' in its Q4 hardware preview, highlighting upside from ongoing partnerships and tech advancements.

Sentiment:

🐃Bullish

Investment Analysis

Credo

CRDO

Pros

Credo’s focus on high-speed connectivity solutions directly addresses surging demand for AI data centres, hyperscale networks, and cloud computing infrastructure.
The company’s portfolio includes differentiated products such as 800G DSPs, SerDes chiplets, and PCIe/CXL retimers, offering customers advanced performance and energy efficiency.
Credo has expanded its global footprint, particularly in key Asian tech markets, and benefits from strategic innovation in a rapidly growing semiconductor segment.

Considerations

Despite strong revenue growth, the stock’s current price-to-earnings ratio exceeds 240, reflecting a premium valuation that may price in significant future growth expectations.
Credo operates in a highly competitive market with rapid technological obsolescence risk, requiring continual R&D investment to maintain its technological edge.
The company does not pay a dividend, which may limit its appeal to income-focused investors.

Pure Storage

PSTG

Pros

Pure Storage’s all-flash storage solutions and Evergreen architecture offer enterprise customers flexible, scalable, and cost-efficient data storage with strong data reduction and management features.
The company’s cloud-native offerings, including Portworx and Pure Fusion, position it well for hybrid cloud and Kubernetes-based storage demand among modern enterprises.
Pure Storage maintains a recurrent revenue base through subscription services and software, diversifying its income and building customer loyalty.

Considerations

High competition in the storage sector, especially from large integrated IT vendors, may pressure pricing and growth rates over time.
Transitioning to more software and subscription-based revenue could temporarily impact near-term profit margins as the business model evolves.
The storage industry is sensitive to enterprise IT spending cycles, exposing Pure Storage to macroeconomic fluctuations and potential budget tightening.

About The Companies

Credo (CRDO)

Credo Technology Group Holding Ltd is a company focused on delivering high-speed connectivity solutions for the data infrastructure market. As the demand for bandwidth grows, Credo aims to break through limitations with its technology. Its solutions are designed to improve power efficiency for optical and electrical Ethernet applications, targeting emerging high-speed markets like 100G, 400G, and even 1.6T. The company's products are built upon its proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Its offerings include integrated circuits (ICs), active electrical cables (AECs), and SerDes Chiplets, alongside intellectual property (IP) licensing. For investors, Credo represents a specialist player in the critical infrastructure that underpins our increasingly data-driven world. As with any investment, its value can go down as well as up, and returns are not guaranteed. This general information is not a recommendation to invest.

Pure Storage (PSTG)

Pure Storage, Inc. (PSTG) is a US-based technology firm specialising in all‑flash enterprise storage arrays, data management software and cloud data services. With a market capitalisation around $29.9 billion, Pure aims to replace legacy disk-based systems with faster, more energy-efficient flash solutions and recurring software subscriptions. Investors often watch its mix of product sales and growing recurring revenue — software licences and support — as indicators of profit stability and margin expansion. Strengths include product innovation, a focus on ease of use and a shift toward subscription models; challenges include strong competition from established storage vendors and cloud hyperscalers, plus sensitivity to IT spending cycles and execution risk. This summary is educational and not investment advice: stock prices can fall as well as rise, and suitability depends on an investor’s circumstances and risk tolerance.

Pure Storage (PSTG) Next Earnings Date

Pure Storage's next earnings report is scheduled for February 25, 2026, where the company will discuss financial results for its fourth quarter of fiscal 2026. This timing aligns with the company's historical earnings release pattern, typically occurring in late February for the final quarter of its fiscal year. Investors should expect management to provide guidance on upcoming fiscal year performance and address operational developments during the earnings call.

Pure Storage (PSTG) Next Earnings Date

Pure Storage's next earnings report is scheduled for February 25, 2026, where the company will discuss financial results for its fourth quarter of fiscal 2026. This timing aligns with the company's historical earnings release pattern, typically occurring in late February for the final quarter of its fiscal year. Investors should expect management to provide guidance on upcoming fiscal year performance and address operational developments during the earnings call.

Which Baskets Do They Appear In?

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Comparison Snapshot

Why It's Moving

Pure Storage Sparks Investor Interest with Needham Conference Highlights and Meta Partnership Reveal

Pure Storage Sparks Investor Interest with Needham Conference Highlights and Meta Partnership Reveal