Head to Head

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

On Alexandria's Compass, Credo Technology Group Holding Ltd has the edge with a 95/100 score versus 93/100 for CLS. Here is how they stack up, factor by factor.

Celestica Inc.

NYSE:CLS

93/100 Compass
True NorthAccumulate$43.3B

The hyperscaler's favourite hardware partner has graduated from contract manufacturer to AI infrastructure designer, and the multiple still doesn't reflect it.

Full CLS analysis

Credo Technology Group Holding Ltd

NASDAQ:CRDO

Edge
95/100 Compass
True NorthAccumulate$56.4B

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

Factor by factor

FactorCLSCRDO
Revenue Growth9898
Profitability5580
Valuation3410
Momentum6988
Theme Purity7774
Moat5356
Catalysts8479
Market Position5055

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 CLS or CRDO the better buy in 2026?

By Compass Score, Credo Technology Group Holding Ltd (NASDAQ:CRDO) edges it at 95/100 versus 93/100 for CLS. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare CLS and CRDO?

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.