4971.TWO (4971.TWO) Stock Analysis

Verdict: HOLD

Heavy CapEx in InP/GaAs MBE wafers fuels 42.9% sales growth, but negative FCF and an 82% Q2 EPS miss render a 119x P/E fragile.

Investment score: 43/100

The model score of 43/100 falls in the HOLD range. The central thesis and factor breakdown explain the assessment.

Peers

PeerP/EP/BP/SEV/EBITDAROIC %Net margin %
CRDO56.3211.3319.4753.650.34

View the full interactive analysis