Head to Head

CRDO vs SANM: which is the better buy in 2026?

On Alexandria's Compass, Credo Technology Group Holding Ltd has the edge with a 92/100 score versus 90/100 for SANM. Here is how they stack up, factor by factor.

Credo Technology Group Holding Ltd

NASDAQ:CRDO

Edge
92/100 Compass
True NorthAccumulate$31.9B

The AEC standard for hyperscaler back-end networks, now printing operating leverage that re-rates this from connectivity vendor to AI necessity.

Full CRDO analysis

Sanmina Corporation

NASDAQ:SANM

90/100 Compass
True NorthHold$9.4B

Sanmina is finally getting the AI manufacturing premium it deserved, but the easy money has been made at 3x in twelve months.

Full SANM analysis

Factor by factor

FactorCRDOSANM
Revenue Growth9898
Profitability8036
Valuation4069
Momentum4340
Theme Purity7480
Moat5350
Catalysts8187
Market Position5050

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is CRDO or SANM the better buy in 2026?

By Compass Score, Credo Technology Group Holding Ltd (NASDAQ:CRDO) edges it at 92/100 versus 90/100 for SANM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CRDO and SANM?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.